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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 %
CWM
1251
Compass Wealth Management
Connecticut
$219K – – –
TCOT
1252
Trust Company of Toledo
Ohio
$219K – – –
TCM
1253
Towercrest Capital Management
Pennsylvania
$219K – – –
AWMG
1254
Alliance Wealth Management Group
New Jersey
$219K – – –
LAM
1255
LOM Asset Management
$217K +$217K +2,380 New
AA
1256
Armis Advisers
Georgia
$217K +$217K +2,379 New
MCWA
1257
Meadow Creek Wealth Advisors
Georgia
$214K +$214K +2,354 New
PT
1258
Plimoth Trust
Massachusetts
$214K +$214K +2,350 New
SAI
1259
Savvy Advisors Inc
New York
$213K +$213K +2,334 New
CSB
1260
City State Bank
Iowa
$211K – – –
FCFC
1261
First Commonwealth Financial Corp
Pennsylvania
$211K +$211K +2,312 New
CHC
1262
City Holding Co
West Virginia
$210K -$28.5K -313 -12%
Koshinski Asset Management
1263
Koshinski Asset Management
Illinois
$209K -$18K -198 -8%
TWA
1264
TCI Wealth Advisors
Arizona
$209K +$209K +2,292 New
PCP
1265
Proficio Capital Partners
Massachusetts
$209K +$209K +2,289 New
BWA
1266
Bordeaux Wealth Advisors
California
$208K +$208K +2,282 New
AHL
1267
Abel Hall LLC
Louisiana
$206K +$206K +2,266 New
RMC
1268
Resources Management Corp
Connecticut
$206K – – –
BBHC
1269
Brown Brothers Harriman & Co
New York
$204K +$136K +1,498 +201%
TWM
1270
Thrive Wealth Management
Pennsylvania
$204K +$204K +2,239 New
EH
1271
Equitable Holdings
New York
$204K +$204K +2,234 New
CH
1272
Cromwell Holdings
Wyoming
$203K +$7.65K +84 +4%
GBT
1273
Grove Bank & Trust
Florida
$203K +$2.28K +25 +1%
MHR
1274
Matthew Hamilton Rosenberg
$202K +$22K +242 +12%
FWM
1275
Forefront Wealth Management
Pennsylvania
$201K +$201K +2,208 New
49 50
51
52 53