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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 %
ESB
1126
Essex Savings Bank
Connecticut
$295K +$91 +1 +0%
MPWT
1127
MassMutual Private Wealth & Trust
Connecticut
$295K +$30.8K +338 +12%
LAM
1128
L2 Asset Management
Massachusetts
$294K +$11.4K +125 +4%
HIP
1129
HUB Investment Partners
Texas
$293K +$13.2K +145 +5%
KSB
1130
Kennebec Savings Bank
Maine
$293K
TFA
1131
Trinity Financial Advisors
Ohio
$293K
FCIM
1132
Fairview Capital Investment Management
California
$292K
MFC
1133
Mechanics Financial Corp
Ohio
$292K
RP
1134
Rice Partnership
Hawaii
$292K +$292K +3,200 New
HFM
1135
Harvest Fund Management
China
$289K -$806K -8,852 -74%
HTC
1136
Haverford Trust Company
Pennsylvania
$288K +$2.37K +26 +0.8%
OKSA
1137
O'Keefe Stevens Advisory
New York
$287K +$3.19K +35 +1%
KIA
1138
KCM Investment Advisors
California
$287K -$9.66K -106 -3%
SFO
1139
Stenger Family Office
Illinois
$287K +$287K +2,805 New
SP
1140
Stablepoint Partners
Massachusetts
$287K +$2.28K +25 +0.8%
MIM
1141
Marco Investment Management
Georgia
$285K +$11.6K +127 +4%
LW
1142
Linscomb Wealth
Texas
$285K -$12.5K -137 -4%
IIC
1143
Ironwood Investment Counsel
Arizona
$284K +$1.28K +14 +0.5%
BGA
1144
Battery Global Advisors
Massachusetts
$284K
ST
1145
Spinnaker Trust
Maine
$283K -$71K -779 -20%
SSC
1146
Syverson Strege & Co
Iowa
$282K +$282K +3,098 New
ILI
1147
Invesco LLC (Illinois)
Illinois
$282K -$67.7K -743 -19%
PDL
1148
Portfolio Design Labs
California
$282K -$69K -757 -20%
BHBT
1149
Burke & Herbert Bank & Trust
Virginia
$282K
EW
1150
Evoke Wealth
California
$282K +$282K +3,091 New