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Bank of New York Mellon

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
Name Holding Trade Value Shares
Change
Shares
Change %
BG
1001
Bahl & Gaynor
Ohio
$431K +$4.92K +54 +1%
CCG
1002
Catalina Capital Group
California
$430K -$8.29K -91 -2%
MWM
1003
Meridian Wealth Management
Kentucky
$428K +$105K +1,155 +33%
PI
1004
PFG Investments
New York
$427K +$19.4K +213 +5%
JCM
1005
Janney Capital Management
Pennsylvania
$426K
BBA
1006
Baader Bank Aktiengesellschaft
Germany
$426K +$76.7K +852 +22%
AW
1007
Alteri Wealth
California
$425K +$130K +1,425 +44%
FCH
1008
Freestone Capital Holdings
Washington
$424K +$16.8K +184 +4%
AAS
1009
AdviceOne Advisory Services
Connecticut
$423K
PCM
1010
Penserra Capital Management
California
$422K -$725K -7,998 -63%
JCIA
1011
Jackson Creek Investment Advisors
Colorado
$422K -$72.1K -792 -15%
MCA
1012
Martin Capital Advisors
Texas
$420K
SPC
1013
Sigma Planning Corp
Michigan
$419K -$79.2K -869 -16%
SVWAG
1014
Sound View Wealth Advisors Group
Georgia
$418K +$8.11K +89 +2%
GLF
1015
Groupe la Francaise
France
$415K +$25K +275 +6%
HCM
1016
Howard Capital Management
Georgia
$414K +$24K +263 +6%
BGAI
1017
Bruce G. Allen Investments
Colorado
$413K +$15.4K +169 +4%
SAM
1018
Smartleaf Asset Management
Massachusetts
$412K -$153K -1,679 -27%
DBIA
1019
Dumont & Blake Investment Advisors
New Jersey
$412K
QC
1020
Quent Capital
New York
$405K +$43.7K +480 +12%
SA
1021
Strategic Advisors
New York
$405K +$405K +4,446 New
VIP
1022
Vista Investment Partners
Oklahoma
$405K -$10.8K -118 -3%
TCM
1023
Tradewinds Capital Management
Washington
$404K
EWA
1024
EverSource Wealth Advisors
Alabama
$404K +$116K +1,273 +40%
BWCS
1025
Beirne Wealth Consulting Services
Connecticut
$401K