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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
20.51%
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 %
WP
1226
WealthShield Partners
North Carolina
$231K -$273 -3 -0.1%
O3W
1227
Omni 360 Wealth
New Jersey
$230K +$230K +2,523 New
ACI
1228
Alpha Cubed Investments
California
$228K +$228K +2,507 New
CFS
1229
CRA Financial Services
New Jersey
$228K -$4.19K -46 -2%
WSCM
1230
Wellington Shields Capital Management
New York
$228K
BWMG
1231
Barnes Wealth Management Group
California
$228K -$3.19K -35 -1%
WMA
1232
Wealth Management Associates
New Jersey
$228K
HW
1233
HORAN Wealth
Ohio
$227K +$227K +2,487 New
EBT
1234
Enterprise Bank & Trust
Massachusetts
$226K
SIM
1235
Sentry Investment Management
Wisconsin
$226K
PL
1236
Perpetual Ltd
Australia
$225K -$820 -9 -0.4%
SS
1237
SBI Securities
Japan
$225K +$1.28K +14 +0.6%
CPA
1238
Court Place Advisors
Maryland
$224K
HSA
1239
HBK Sorce Advisory
Pennsylvania
$224K -$73.6K -808 -25%
HCM
1240
Hutchinson Capital Management
California
$224K -$234K -2,572 -51%
MMA
1241
Miracle Mile Advisors
California
$223K +$223K +2,450 New
PW
1242
PUREfi Wealth
Massachusetts
$223K -$38.6K -424 -15%
WAL
1243
W Advisors LLC
Tennessee
$222K -$8.66K -95 -4%
AWE
1244
Avidian Wealth Enterprises
Texas
$222K -$35.5K -390 -14%
SW
1245
SlateStone Wealth
Florida
$221K
MIM
1246
Macroview Investment Management
Maryland
$221K -$11.4K -125 -5%
CWMK
1247
Caliber Wealth Management (Kansas)
Kansas
$221K -$8.2K -90 -4%
AWM
1248
Aprio Wealth Management
Georgia
$220K -$20.1K -221 -8%
MM
1249
MQS Management
New York
$219K +$219K +2,409 New
AMBIA
1250
Allen Mooney & Barnes Investment Advisors
Georgia
$219K +$1.09K +12 +0.5%