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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 %
ACA
1401
Atlas Capital Advisors
Wyoming
$34.8K
OCM
1402
Orion Capital Management
California
$34.6K
BA
1403
Bellwether Advisors
Nebraska
$32.8K
HI
1404
Hoey Investments
Pennsylvania
$31.9K +$31.9K +350 New
NECFA
1405
New England Capital Financial Advisors
Connecticut
$30.5K +$182 +2 +0.6%
CPG
1406
Cornerstone Planning Group
New Jersey
$29.7K -$9.76K -97 -25%
PAM
1407
Parvin Asset Management
South Dakota
$29.3K
UCB
1408
United Community Bank
South Carolina
$29.1K
SL
1409
Salomon & Ludwin
Virginia
$28.3K
OWA
1410
Opal Wealth Advisors
New York
$27.5K
ABWM
1411
Alpine Bank Wealth Management
Colorado
$27.3K
HBW
1412
Hazlett, Burt & Watson
West Virginia
$27K
OP
1413
ORG Partners
Indiana
$26.4K -$19.5K -215 -42%
WIM
1414
Westside Investment Management
California
$26.2K +$11.5K +127 +79%
WWM
1415
Wolff Wiese Magana
California
$26.1K
PP
1416
PFS Partners
New Jersey
$25.8K
PWMG
1417
Private Wealth Management Group
New Jersey
$25.4K
BCMLT
1418
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.4K +$182 +2 +0.7%
RF
1419
Rossby Financial
Florida
$24.6K -$3.64K -40 -13%
NWM
1420
Nova Wealth Management
Florida
$24K -$11.1K -122 -32%
VWA
1421
Valued Wealth Advisors
Utah
$22.6K -$1K -11 -4%
RWS
1422
Retirement Wealth Solutions
Wisconsin
$22.2K
NEWAS
1423
N.E.W. Advisory Services
Wisconsin
$20K
HNB
1424
Hilltop National Bank
Wyoming
$19.7K +$19.7K +216 New
AP
1425
Atwood & Palmer
Missouri
$19.1K