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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 %
EWM
1301
Evermay Wealth Management
Virginia
$164K
DMBA
1302
Deseret Mutual Benefit Administrators
Utah
$162K
HI
1303
Harbour Investments
Wisconsin
$161K +$13.1K +144 +9%
HWM
1304
Hemington Wealth Management
Virginia
$157K +$9.26K +102 +6%
CFO
1305
CVA Family Office
Colorado
$156K -$6.01K -66 -4%
KB
1306
Kimelman & Baird
New York
$155K
RP
1307
Rowlandmiller & Partners
Georgia
$153K
ZBNA
1308
Zions Bancorporation, National Association
Utah
$150K +$89.9K +987 +149%
SRCM
1309
Signature Resources Capital Management
California
$148K +$2.55K +28 +2%
GWSG
1310
GPS Wealth Strategies Group
Colorado
$146K +$1.18K +13 +0.8%
HDIM
1311
Hanson & Doremus Investment Management
Vermont
$146K -$54.7K -600 -27%
TF
1312
Tompkins Financial
New York
$133K
BHWM
1313
Bay Harbor Wealth Management
Maryland
$133K -$10.8K -119 -8%
PFSC
1314
Peoples Financial Services Corp
Pennsylvania
$127K
CIA
1315
Cape Investment Advisory
Georgia
$127K +$7.93K +87 +7%
Loomis, Sayles & Company
1316
Loomis, Sayles & Company
Massachusetts
$126K -$89.8K -986 -42%
AA
1317
Ancora Advisors
Ohio
$123K
OC
1318
Oakworth Capital
Alabama
$119K
AA
1319
Addison Advisors
Vermont
$117K +$14.4K +158 +14%
TCM
1320
Traub Capital Management
Massachusetts
$117K +$117K +1,280 New
CWP
1321
Concord Wealth Partners
Virginia
$115K +$50.1K +550 +77%
CIAM
1322
Caitong International Asset Management
Hong Kong
$114K +$114K +1,250 New
OCM
1323
Osterweis Capital Management
California
$109K +$108K +1,189 +11,890%
SWA
1324
SOA Wealth Advisors
New York
$109K +$101K +6,620 +1,226%
1IA
1325
1620 Investment Advisors
Massachusetts
$109K -$1.46K -16 -1%