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Bank of New York Mellon
BK

Overview Fund Activity

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

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 %
TCM
1176
TD Capital Management
Tennessee
$264K +$53.9K +591 +26%
HCM
1177
Hengehold Capital Management
Ohio
$263K – – –
VAM
1178
Verity Asset Management
North Carolina
$263K +$6.38K +70 +2%
TCWA
1179
Turtle Creek Wealth Advisors
Texas
$262K +$262K +2,873 New
PL
1180
Plancorp LLC
Missouri
$261K +$4.1K +45 +2%
BCM
1181
Brooktree Capital Management
Michigan
$261K +$261K +2,860 New
SAA
1182
Southeast Asset Advisors
Georgia
$257K – – –
WRPWM
1183
Werba Rubin Papier Wealth Management
California
$257K -$638 -7 -0.2%
AC
1184
ASB Consultores
Florida
$253K +$6.74K +74 +3%
MSFS
1185
Main Street Financial Solutions
Pennsylvania
$253K +$253K +2,774 New
VAS
1186
Vestmark Advisory Solutions
Massachusetts
$252K +$9.75K +107 +4%
DOA
1187
D'Orazio & Associates
Virginia
$252K +$28.2K +309 +13%
RWM
1188
Revisor Wealth Management
Ohio
$252K +$252K +2,691 New
CWM
1189
Chemistry Wealth Management
New York
$252K – – –
IAS
1190
Insigneo Advisory Services
Florida
$251K +$24.3K +267 +11%
SWM
1191
Stockman Wealth Management
Montana
$251K – – –
OPWM
1192
Oregon Pacific Wealth Management
Oregon
$251K -$35.8K -393 -13%
AG
1193
AlTi Global
New York
$251K +$251K +2,746 New
AAS
1194
Ameritas Advisory Services
Nebraska
$249K +$249K +2,729 New
OAM
1195
Occidental Asset Management
California
$248K +$248K +2,727 New
TA
1196
TFB Advisors
Kansas
$248K – – –
PFBT
1197
Parkside Financial Bank & Trust
Missouri
$248K +$2.37K +26 +1%
CIA
1198
Capital Investment Advisors
Georgia
$248K -$95.7K -1,050 -28%
CCT
1199
Chemung Canal Trust
New York
$248K -$10K -110 -4%
WFAG
1200
Wescott Financial Advisory Group
Pennsylvania
$247K +$1.28K +14 +0.5%
46 47
48
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