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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 %
MIC
1151
Means Investment Company
Maine
$281K -$5.56K -61 -2%
SWM
1152
Spire Wealth Management
Virginia
$281K -$5.74M -63,009 -95%
CTC
1153
Central Trust Company
Missouri
$280K -$35.4K -389 -11%
NL
1154
NWAM LLC
Washington
$279K +$17.8K +174 +7%
MPM
1155
MBB Public Markets
Illinois
$279K -$64.4K -707 -19%
CIAS
1156
CFS Investment Advisory Services
New Jersey
$277K +$12.5K +137 +5%
BSB
1157
Bangor Savings Bank
Maine
$276K
SMC
1158
Smith, Moore & Co
Missouri
$276K -$18.2K -200 -6%
BAWM
1159
Bennett Associates Wealth Management
Pennsylvania
$276K +$276K +3,025 New
OLA
1160
Oliver Luxxe Assets
New Jersey
$275K
DJSG
1161
D.J. St. Germain
Massachusetts
$275K +$19K +209 +7%
RCAG
1162
Rehmann Capital Advisory Group
Michigan
$274K +$274K +3,006 New
MW
1163
Maia Wealth
Colorado
$273K -$66.2K -727 -20%
CCMG
1164
Clark Capital Management Group
Pennsylvania
$273K +$51.9K +570 +24%
FFA
1165
Fragasso Financial Advisors
Pennsylvania
$270K +$270K +2,959 New
BWP
1166
Balboa Wealth Partners
Arizona
$269K +$269K +2,951 New
OPPS
1167
Obsidian Personal Planning Solutions
Maryland
$268K -$456 -5 -0.2%
MC
1168
Matisse Capital
Oregon
$268K
LNB
1169
Ledyard National Bank
$268K -$39.4K -432 -13%
RWP
1170
Revolve Wealth Partners
New Jersey
$268K +$91 +1 +0%
MWM
1171
MinichMacGregor Wealth Management
New York
$267K -$41.7K -458 -14%
VI
1172
Versor Investments
New York
$266K +$266K +2,916 New
SCM
1173
Sage Capital Management
New Jersey
$265K
NSIM
1174
North Star Investment Management
Illinois
$265K -$3.64K -40 -1%
OAM
1175
Oberweis Asset Management
Illinois
$264K -$4.46K -49 -2%