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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
20.5%
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
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 %
CCP
1026
Clarity Capital Partners
California
$401K -$7.93K -87 -2%
OBGC
1027
O'Brien Greene & Co
Pennsylvania
$400K
CMBA
1028
C.M. Bidwell & Associates
Hawaii
$400K -$20K -220 -5%
DS
1029
DRW Securities
Illinois
$396K +$31.6K +347 +9%
MIM
1030
Morningstar Investment Management
Illinois
$393K +$393K +4,310 New
MT
1031
Midwest Trust
Kansas
$393K +$393K +4,310 New
HAM
1032
Hickory Asset Management
Ohio
$392K +$2.1K +23 +0.5%
CI Investments Inc
1033
CI Investments Inc
Ontario, Canada
$392K +$15.4K +169 +4%
FCP
1034
Fidelis Capital Partners
Florida
$391K +$2.35K +23 +0.6%
Massachusetts Financial Services
1035
Massachusetts Financial Services
Massachusetts
$391K +$111K +1,214 +39%
BMCM
1036
Burns Matteson Capital Management
New York
$391K +$11.2K +123 +3%
EFG
1037
Ethos Financial Group
Pennsylvania
$390K +$390K +4,326 New
HA
1038
Hofer & Associates
California
$390K +$2K +22 +0.5%
WBCM
1039
Wilson & Boucher Capital Management
California
$389K
PFW
1040
Petros Family Wealth
Minnesota
$388K -$26.3K -289 -6%
MEAC
1041
M.E. Allison & Co
Texas
$387K -$53K -582 -12%
Fuller & Thaler Asset Management
1042
Fuller & Thaler Asset Management
California
$385K
FG
1043
Fiduciary Group
Georgia
$385K
NAS
1044
Nicolet Advisory Services
Wisconsin
$385K +$113K +1,130 +41%
DWP
1045
Daymark Wealth Partners
Ohio
$383K +$19.6K +215 +5%
DPW
1046
DiNuzzo Private Wealth
Pennsylvania
$383K +$2.92K +32 +0.8%
PCS
1047
Personal CFO Solutions
New Jersey
$381K -$267K -2,935 -41%
PP
1048
PDS Planning
Ohio
$375K +$41.8K +459 +13%
HPBT
1049
Hickory Point Bank & Trust
Illinois
$374K +$9.11K +100 +2%
SC
1050
Sepio Capital
Utah
$372K -$7.56K -83 -2%