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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 %
Russell Investments Group
101
Russell Investments Group
United Kingdom
$53.3M +$3.82M +41,931 +8%
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$52.3M -$2.19M -24,029 -4%
Korea Investment Corp
103
Korea Investment Corp
South Korea
$51.5M -$2.11M -23,132 -4%
Macquarie Group
104
Macquarie Group
Australia
$50.5M -$14.3M -156,982 -22%
BA
105
Bridgewater Associates
Connecticut
$50.3M -$45.1M -495,228 -47%
YAM
106
Yacktman Asset Management
Texas
$49.1M -$3.16M -34,737 -6%
NA
107
NewEdge Advisors
Louisiana
$46.8M +$2.42M +26,607 +5%
Pictet Asset Management
108
Pictet Asset Management
Switzerland
$46.3M +$1.14M +12,542 +3%
PMG
109
Private Management Group
California
$45.8M -$5.31M -58,261 -10%
VF
110
Vest Financial
Virginia
$45.6M -$1.18M -12,915 -3%
Skandinaviska Enskilda Banken (SEB)
111
Skandinaviska Enskilda Banken (SEB)
Sweden
$43.2M -$61.4M -674,271 -59%
FHA
112
First Horizon Advisors
Tennessee
$43M +$455K +4,992 +1%
QCM
113
QRG Capital Management
Illinois
$41.8M +$6.66M +73,112 +19%
SO
114
STRS Ohio
Ohio
$41.4M -$8.42M -92,402 -17%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$40.7M -$4.2M -46,048 -9%
TI
116
Tidal Investments
Wisconsin
$40.3M +$5.42M +59,438 +16%
LA
117
LFL Advisers
Illinois
$39.8M +$1.12M +12,308 +3%
LCS
118
Levin Capital Strategies
New York
$38.9M -$22.8K -250 -0.1%
CA
119
CSM Advisors
Pennsylvania
$38.7M +$35.4M +388,932 +1,078%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.2M -$22.2M -244,066 -37%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.9M -$1.75M -19,170 -4%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$37.8M +$3.53M +38,737 +10%
ACIM
123
Azimuth Capital Investment Management
Michigan
$37.1M -$119K -1,303 -0.3%
Lazard Asset Management
124
Lazard Asset Management
New York
$37.1M -$29.6M -325,102 -44%
BGIM
125
Brandywine Global Investment Management
Pennsylvania
$36.7M -$874K -9,590 -2%
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