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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 %
AW
1426
Avion Wealth
Texas
$19K +$4.59K +51 +32%
BFP
1427
Briaud Financial Planning
Texas
$18K +$18K +208 New
FC
1428
Fairscale Capital
New Hampshire
$17.3K +$17.3K +170 New
PB
1429
Pinnacle Bancorp
Nebraska
$17K
DF
1430
Dunhill Financial
United Kingdom
$16.9K +$9.8K +107 +137%
LIA
1431
Luken Investment Analytics
Tennessee
$16.8K
SC
1432
Stephens Consulting
Michigan
$16.4K -$2.19K -24 -12%
S
1433
Sachetta
Massachusetts
$15.7K
RTL
1434
Red Tortoise LLC
Georgia
$15.2K
GTAM
1435
Global Trust Asset Management
Florida
$15K
CFD
1436
Creative Financial Designs
Indiana
$14.6K +$456 +5 +3%
HHMI
1437
Howard Hughes Medical Institute
Maryland
$14.1K +$14.1K +155 New
AIM
1438
Access Investment Management
Georgia
$13.7K +$13.7K +150 New
UFF
1439
USA Financial Formulas
Michigan
$13.5K -$1.96M -21,516 -99%
NC
1440
North Capital
Utah
$13K
CA
1441
Crewe Advisors
Utah
$12.9K +$12.9K +142 New
WCM
1442
Westend Capital Management
California
$12.8K
FFL
1443
Financial Freedom LLC
Ohio
$12.8K
HWP
1444
Highline Wealth Partners
California
$12.6K +$182 +2 +1%
GSWM
1445
Golden State Wealth Management
California
$12.4K +$2.75K +30 +29%
MTIC
1446
Missouri Trust & Investment Company
Missouri
$12.3K
TWD
1447
True Wealth Design
Ohio
$12.3K +$2.73K +30 +29%
MSWM
1448
Mowery & Schoenfeld Wealth Management
Illinois
$12.1K
CB
1449
Community Bank
New York
$11.4K
AWM
1450
Atticus Wealth Management
Florida
$10.6K +$10.6K +116 New