BK icon

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 %
TW
1076
TritonPoint Wealth
Maryland
$343K +$343K +3,764 New
Fidelity International
1077
Fidelity International
Bermuda
$342K +$342K +3,759 New
GWMR
1078
GC Wealth Management RIA
Massachusetts
$342K +$342K +3,752 New
CA
1079
Claro Advisors
Massachusetts
$341K -$42.5K -467 -11%
IA
1080
Integrity Alliance
Iowa
$341K -$742K -8,147 -69%
FA
1081
FDx Advisors
Illinois
$340K -$7.19K -79 -2%
AWM
1082
Angeles Wealth Management
California
$337K +$97.1K +1,066 +40%
WCP
1083
Welch Capital Partners
New York
$337K
MHC
1084
Meyer Handelman Company
New York
$337K
IAIM
1085
International Assets Investment Management
Florida
$334K +$334K +22,454 New
IAN
1086
Integrated Advisors Network
Texas
$330K +$10.1K +111 +3%
KCP
1087
Kera Capital Partners
California
$329K +$65.7K +721 +25%
EWA
1088
Exencial Wealth Advisors
Oklahoma
$328K +$26.2K +288 +9%
TPCM
1089
Templeton & Phillips Capital Management
Tennessee
$328K
CAL
1090
Capital Analysts LLC
Pennsylvania
$328K +$36.3K +398 +12%
BTW
1091
Boston Trust Walden
Massachusetts
$326K
AO
1092
Advisor OS
Illinois
$321K -$547 -6 -0.2%
HI
1093
Hudock Inc
Pennsylvania
$321K
BWM
1094
BlackDiamond Wealth Management
New York
$318K -$6.07K -67 -2%
TIA
1095
Tiemann Investment Advisors
California
$318K +$9.11K +100 +3%
HVIA
1096
Hudson Valley Investment Advisors
New York
$318K
DWM
1097
Drive Wealth Management
Utah
$318K +$2.82K +31 +0.9%
LA
1098
LM Advisors
California
$317K -$493K -5,410 -61%
LAM
1099
Longboard Asset Management
Arizona
$317K
AA
1100
Alta Advisers
United Kingdom
$312K