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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 %
HC
1351
Hara Capital
Washington
$70.6K -$9.11K -100 -11%
SCM
1352
Silvant Capital Management
Georgia
$70.5K
TIM
1353
Total Investment Management
Arizona
$69.3K +$69.3K +761 New
ADL
1354
Asset Dedication LLC
California
$69.2K
BG
1355
Bollard Group
Massachusetts
$69K +$183 +2 +0.3%
GC
1356
Garde Capital
Washington
$69K
DSC
1357
Duncker Streett & Co
Missouri
$68.3K
UOTTAIMCU
1358
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$68.3K
LI
1359
LRI Investments
Florida
$66.4K -$13.4K -147 -17%
MPW
1360
MASECO Private Wealth
$66.2K +$66.2K +727 New
HT
1361
Headlands Technologies
Illinois
$65K +$65K +713 New
CT
1362
Clearstead Trust
Maine
$64.6K +$11.8K +130 +22%
NRG
1363
Nemes Rush Group
Michigan
$63.8K
SN
1364
Sittner & Nelson
Oregon
$63.8K
HWA
1365
HHM Wealth Advisors
Tennessee
$63.4K
TFM
1366
TFC Financial Management
Massachusetts
$63.2K +$364 +4 +0.6%
TSMHT
1367
Thurston Springer Miller Herd & Titak
Indiana
$59.2K
TPWA
1368
Twin Peaks Wealth Advisors
California
$58.9K +$58.9K +569 New
FFO
1369
Fortitude Family Office
Arizona
$56.6K -$5.19K -57 -8%
KIM
1370
Kestra Investment Management
Texas
$56.4K
GWP
1371
Gen-Wealth Partners
Michigan
$56.2K -$7.65K -84 -12%
ATC
1372
Adirondack Trust Company
New York
$55.5K
OIA
1373
Optimum Investment Advisors
Illinois
$54.7K
PWAM
1374
Private Wealth Asset Management
Iowa
$54.4K -$2.1K -23 -4%
OW
1375
Olistico Wealth
Oklahoma
$50.7K +$5.19K +57 +11%