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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
20.5%
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

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 %
CAMG
1051
CWA Asset Management Group
Florida
$371K -$3.47M -38,088 -90%
PWMAG
1052
Pinnacle Wealth Management Advisory Group
New Jersey
$369K -$12K -132 -3%
RCM
1053
Radnor Capital Management
Pennsylvania
$369K – – –
SC
1054
Stephenson & Company
California
$366K – – –
1WM
1055
1858 Wealth Management
Ohio
$366K -$19.4K -213 -5%
1WM
1056
1900 Wealth Management
Texas
$365K +$273 +3 +0.1%
BAM
1057
BOCHK Asset Management
Hong Kong
$364K -$820K -9,000 -69%
RC
1058
RBO & Co
California
$364K – – –
FMTCOCP
1059
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$361K -$5.92K -65 -2%
CA
1060
Clearstead Advisors
Ohio
$361K -$34.4K -378 -9%
APW
1061
Austin Private Wealth
Texas
$359K +$18.2K +200 +5%
PCA
1062
Peddock Capital Advisors
Massachusetts
$359K – – –
CCFM
1063
Clear Creek Financial Management
Washington
$358K -$27K -296 -7%
LFA
1064
Laraway Financial Advisors
Minnesota
$357K +$2.46K +27 +0.7%
BBA
1065
BLB&B Advisors
Pennsylvania
$357K -$13.2K -145 -4%
BC
1066
Barrett & Company
Rhode Island
$357K – – –
EWM
1067
Evercore Wealth Management
New York
$357K – – –
ICP
1068
Interchange Capital Partners
Pennsylvania
$356K +$26.1K +287 +8%
SOS
1069
Silver Oak Securities
Tennessee
$355K +$19.6K +215 +6%
BA
1070
Bridgewater Advisors
New York
$354K +$16.7K +164 +5%
GAG
1071
GM Advisory Group
New York
$352K – – –
CJ
1072
Caitlin John
Michigan
$352K +$352K +3,865 New
CM
1073
Columbus Macro
Pennsylvania
$352K -$3.83K -42 -1%
QWP
1074
Quotient Wealth Partners
Texas
$349K +$60.3K +662 +21%
CFSG
1075
Clark Financial Services Group
Missouri
$347K +$31.3K +343 +10%
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