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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 %
MAM
1101
Mystic Asset Management
Rhode Island
$312K
HT
1102
Heritage Trust
Oklahoma
$310K
YCG
1103
Yeomans Consulting Group
Georgia
$310K +$453 +5 +0.1%
MIC
1104
Meridian Investment Counsel
California
$310K
SCP
1105
Sivia Capital Partners
California
$309K +$82.8K +909 +37%
CAG
1106
Csenge Advisory Group
Florida
$309K -$11.4K -129 -4%
HCMG
1107
Howard Capital Management Group
California
$309K
VCM
1108
Virtue Capital Management
Tennessee
$308K -$382K -4,191 -55%
KP
1109
Keel Point
Alabama
$308K -$12.6K -138 -4%
OL
1110
Optas LLC
Texas
$308K +$273 +3 +0.1%
AC
1111
Apella Capital
Connecticut
$307K +$5.5K +59 +2%
NG
1112
Novem Group
New York
$306K +$6.38K +70 +2%
BCG
1113
Breakwater Capital Group
New Jersey
$305K -$3.01K -33 -1%
AI
1114
Accredited Investors
Minnesota
$304K -$45.6K -500 -13%
SYBT
1115
Stock Yards Bank & Trust
Kentucky
$304K +$75.3K +826 +33%
RCG
1116
Regatta Capital Group
California
$303K -$5.92K -65 -2%
SFP
1117
Sandbox Financial Partners
Maryland
$302K +$729 +8 +0.2%
SDWMA
1118
Schneider Downs Wealth Management Advisors
Pennsylvania
$302K -$6.1K -67 -2%
RZH
1119
Relyea Zuckerberg Hanson
Connecticut
$301K -$12.5K -137 -4%
IC
1120
Iconiq Capital
California
$300K -$40.5K -444 -12%
SB
1121
Strategic Blueprint
Georgia
$299K +$45.3K +497 +18%
WA
1122
Wealth Alliance
New York
$298K +$38.5K +423 +15%
CCWM
1123
Cassaday & Co Wealth Management
Virginia
$295K +$295K +3,241 New
MCM
1124
MV Capital Management
Maryland
$295K -$1.46K -16 -0.5%
KLCM
1125
KG&L Capital Management
Louisiana
$295K +$295K +3,237 New