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Bank of New York Mellon
BK

Overview Fund Activity

1,530 hedge funds and large institutions have $54.4B invested in Bank of New York Mellon in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 511 increasing their positions, 580 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
+46
Holders Change %
+3.1%
% of All Funds
20.51%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
169
Increased
511
Reduced
580
Closed
92
Calls
$311M
Puts
$175M
Net Calls
+$135M
Net Calls Change
+$14.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$547M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$179M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$136M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$71.4M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$653M
2
Dodge & Cox
Dodge & Cox
California
-$397M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$295M
4
Harris Associates
Harris Associates
Illinois
-$215M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
951
Resonant Capital Advisors
Wisconsin
$506K +$46.3K +508 +10%
ACM
952
Advisors Capital Management
New Jersey
$503K +$11.1K +122 +2%
RAM
953
Ramirez Asset Management
New York
$503K – – –
BAM
954
Berkshire Asset Management
Pennsylvania
$503K +$7.11K +78 +1%
MCC
955
Money Concepts Capital
Florida
$502K +$3.55K +39 +0.7%
PTC
956
Philadelphia Trust Company
Pennsylvania
$501K – – –
SWA
957
Sax Wealth Advisors
New Jersey
$499K +$18.4K +202 +4%
DO
958
denkapparat Operations
Germany
$498K – – –
RWPA
959
Richard W. Paul & Associates
Michigan
$498K -$65.1K -715 -12%
SIM
960
Stratos Investment Management
Ohio
$496K -$13.9K -153 -3%
CNBOF
961
City National Bank of Florida
Florida
$495K +$79.4K +871 +19%
FCM
962
Firestone Capital Management
Florida
$493K – – –
VST
963
Van Strum & Towne
California
$490K – – –
GRP
964
Global Retirement Partners
California
$485K +$485K +5,324 New
MA
965
Mezzasalma Advisors
New Jersey
$484K -$1.18K -13 -0.2%
FAG
966
Fortitude Advisory Group
Washington
$481K – – –
MWM
967
Modera Wealth Management
New Jersey
$477K +$2.64K +29 +0.6%
LFG
968
Larson Financial Group
Missouri
$475K +$226K +2,486 +91%
SC
969
Sapient Capital
Indiana
$473K -$8.47K -93 -2%
BEAM
970
Baker Ellis Asset Management
Washington
$473K – – –
Nomura Holdings
971
Nomura Holdings
Japan
$471K -$1.59M -17,481 -77%
BWP
972
BSW Wealth Partners
Colorado
$470K +$19K +209 +4%
IC
973
Inscription Capital
Texas
$469K +$469K +5,145 New
FMII
974
Farmers & Merchants Investments Inc
Nebraska
$466K – – –
LRIA
975
Leonard Rickey Investment Advisors
Washington
$464K +$10.2K +112 +2%
37 38
39
40 41