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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 %
FCAS
1376
First Command Advisory Services
Texas
$50.5K
KSWA
1377
Kathleen S. Wright Associates
Pennsylvania
$50.1K
CWM
1378
Consultiva Wealth Management
Puerto Rico
$50K
AEPWM
1379
Atlantic Edge Private Wealth Management
Florida
$48.6K
CWM
1380
Centricity Wealth Management
Ohio
$46.8K
PK
1381
Pflug Koory
Nebraska
$46.1K
TCM
1382
TruNorth Capital Management
Michigan
$45.6K
SSG
1383
Summit Securities Group
New York
$43.8K +$43.8K +481 New
HFM
1384
Hartford Financial Management
Connecticut
$43K -$22.9K -251 -35%
CAM
1385
Creekmur Asset Management
Illinois
$42.5K
WPA
1386
Wealth Preservation Advisors
Tennessee
$42.2K +$273 +3 +0.7%
GK
1387
Graney & King
New York
$41.2K
QWM
1388
Quaker Wealth Management
New Jersey
$41K +$41K +450 New
SPF
1389
South Plains Financial
Texas
$40.7K
PGAM
1390
Princeton Global Asset Management
New Jersey
$40.6K +$19.1K +210 +89%
BONH
1391
Bank of New Hampshire
New Hampshire
$40.4K
OAJ
1392
Ogorek Anthony Joseph
New York
$40K -$2.05K -23 -5%
NC
1393
NewSquare Capital
Pennsylvania
$39.2K +$5.83K +64 +17%
RA
1394
Rise Advisors
New York
$38.1K -$4.64K -51 -11%
KLWA
1395
Kelly Lawrence W & Associates
California
$36.4K
LC
1396
Lavaca Capital
Texas
$36.4K
SGC
1397
Slocum, Gordon & Co
Rhode Island
$36.4K
GC
1398
GFG Capital
Florida
$36.2K +$36.2K +397 New
GKIM
1399
GW&K Investment Management
Massachusetts
$36K +$3.37K +37 +10%
CAL
1400
Capital Advisors Ltd
Ohio
$35K +$366 +4 +1%