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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 %
FAM
1201
Formidable Asset Management
Ohio
$247K
FFG
1202
Fiduciary Financial Group
California
$246K -$37.3K -412 -13%
CBT
1203
Crews Bank & Trust
Florida
$244K
MCM
1204
Monument Capital Management
Virginia
$243K +$243K +2,672 New
PWW
1205
Pettyjohn Wood & White
Virginia
$242K
MCM
1206
Magnolia Capital Management
New York
$242K
SEIA
1207
Signature Estate & Investment Advisors
California
$241K -$182 -2 -0.1%
WWA
1208
Wealth Watch Advisors
Colorado
$240K +$240K +1,346 New
LFAS
1209
Level Four Advisory Services
Texas
$240K +$240K +2,633 New
IP
1210
Ignite Planners
California
$240K +$240K +2,427 New
PPW
1211
Parcion Private Wealth
Washington
$240K -$94.3K -1,035 -28%
RPGK
1212
Retirement Planning Group (Kansas)
Kansas
$239K -$12.5K -137 -5%
AWC
1213
Abundance Wealth Counselors
Pennsylvania
$238K -$18.2K -200 -7%
WB
1214
Webster Bank
Connecticut
$238K
WTA
1215
Washington Trust Advisors
Massachusetts
$238K +$364 +4 +0.2%
NG
1216
Norden Group
Utah
$237K +$237K +2,598 New
AL
1217
Arnhold LLC
New York
$236K
RWP
1218
Ridgecrest Wealth Partners
California
$235K
GVAG
1219
Great Valley Advisor Group
Delaware
$235K -$36K -396 -13%
BAAM
1220
Baker Avenue Asset Management
California
$235K +$12.5K +137 +6%
SL
1221
Sentinus LLC
Illinois
$234K +$8.75K +96 +4%
BIA
1222
Bell Investment Advisors
California
$232K -$273 -3 -0.1%
MHIC
1223
Marble Harbor Investment Counsel
Massachusetts
$232K -$4.56K -50 -2%
MSWA
1224
Marshall & Sterling Wealth Advisors
New York
$232K -$2.1K -23 -0.9%
AWA
1225
Arete Wealth Advisors
Illinois
$232K -$15.3K -168 -6%