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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 %
TIM
1326
Tortoise Investment Management
New York
$105K +$88.7K +973 +556%
LWCFA
1327
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K
GCM
1328
Gables Capital Management
Florida
$100K
CWM
1329
Crowley Wealth Management
Delaware
$98.6K
CYG
1330
Clean Yield Group
Vermont
$95.8K
LFA
1331
Legend Financial Advisors
Pennsylvania
$94.4K +$94.4K +1,036 New
CBT
1332
CoreFirst Bank & Trust
Kansas
$94.3K +$94.3K +1,035 New
TH
1333
TCTC Holdings
Texas
$93.5K
OWP
1334
ORG Wealth Partners
Texas
$93.5K -$7.8K -86 -8%
TFIPS
1335
Towarzystwo Funduszy Inwestycyjnych PZU SA
$86.6K
WA
1336
WPG Advisers
Maryland
$85.6K +$41.1K +451 +92%
RFG
1337
REAP Financial Group
Texas
$84.9K +$30.8K +338 +57%
EB
1338
Eastern Bank
Massachusetts
$84.4K -$12.1K -133 -13%
PCFFS
1339
Pacific Center for Financial Services
California
$83.8K -$27.4K -301 -25%
IHWM
1340
Iron Horse Wealth Management
Iowa
$83.8K +$82K +900 +4,500%
CCA
1341
Catalyst Capital Advisors
New York
$82.6K -$13.3K -146 -14%
BFPW
1342
BOK Financial Private Wealth
Colorado
$81.6K
SVWA
1343
Sarver Vrooman Wealth Advisors
Missouri
$81.4K
HCA
1344
Harbor Capital Advisors
Illinois
$81K +$68K +746 +525%
FCT
1345
First Community Trust
Iowa
$78.9K -$12.2K -134 -13%
AWM
1346
AllSquare Wealth Management
New York
$76.5K -$10.8K -118 -12%
MEG
1347
Millstone Evans Group
Colorado
$76.5K
CSPIA
1348
Cary Street Partners Investment Advisory
Virginia
$75.4K +$9.11K +100 +14%
C
1349
Covestor
United Kingdom
$74K +$4.46K +49 +6%
AC
1350
AlphaCore Capital
California
$70.6K +$70.6K +775 New