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Bank of New York Mellon

1,529 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, 510 increasing their positions, 580 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+45
Holders Change %
+3.03%
% of All Funds
20.5%
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
510
Reduced
580
Closed
92
Calls
$311M
Puts
$175M
Net Calls
+$135M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HH
976
Hilltop Holdings
Texas
$460K -$567K -6,218 -55%
GIA
977
GHP Investment Advisors
Colorado
$460K
DWT
978
Dorsey & Whitney Trust
South Dakota
$457K -$7.65K -84 -2%
G
979
GenTrust
Florida
$456K -$1.55K -17 -0.3%
CWA
980
CM Wealth Advisors
Ohio
$456K
SA
981
Sicart Associates
New York
$456K
NG
982
Northstar Group
New York
$453K -$4.28K -47 -0.9%
GWANC
983
Guardian Wealth Advisors (North Carolina)
North Carolina
$452K +$230K +2,523 +104%
GS
984
GTS Securities
New York
$451K +$150K +1,644 +50%
BHWM
985
Bar Harbor Wealth Management
New Hampshire
$450K
KW
986
Keyvantage Wealth
Pennsylvania
$449K -$33.9K -372 -7%
CPW
987
Cove Private Wealth
New York
$449K +$449K +4,929 New
FHC
988
First Heartland Consultants
Missouri
$446K +$73.2K +803 +20%
JFA
989
JNBA Financial Advisors
Minnesota
$445K -$30.1K -330 -6%
BTI
990
Blue Trust Inc
Georgia
$442K +$39.5K +434 +10%
IIM
991
Ironwood Investment Management
Massachusetts
$442K
IA
992
IFP Advisors
Florida
$441K -$20.3K -197 -4%
PCIA
993
Prime Capital Investment Advisors
Kansas
$440K -$231K -2,532 -34%
TPCW
994
TD Private Client Wealth
New York
$437K +$117K +1,280 +36%
WBG
995
Wharton Business Group
Pennsylvania
$436K
NB
996
Northwest Bancshares
Pennsylvania
$436K
WSC
997
Wellington Shields & Co
New York
$432K
JWA
998
JFS Wealth Advisors
Pennsylvania
$432K +$48K +527 +13%
WB
999
WesBanco Bank
West Virginia
$432K +$8.11K +89 +2%
NLP
1000
Next Level Private
New York
$431K -$3.19K -35 -0.7%