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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 %
WA
1451
Whipplewood Advisors
Colorado
$9.93K -$12.8K -140 -56%
BAM
1452
Bellevue Asset Management
Washington
$9.9K
ITFISA
1453
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$9.75K +$9.75K +107 New
AWM
1454
Accredited Wealth Management
Kentucky
$9.66K +$9.66K +106 New
IWP
1455
IAG Wealth Partners
Wisconsin
$9.39K
TC
1456
Trust Company
Kansas
$9.29K
IWM
1457
IMG Wealth Management
Florida
$9.29K +$9.29K +102 New
CTA
1458
Colonial Trust Advisors
South Carolina
$9.11K
GIM
1459
Gold Investment Management
Alberta, Canada
$9.07K
KG
1460
Kilter Group
New York
$9.02K +$9.02K +99 New
FPB
1461
First PREMIER Bank
South Dakota
$9K
MA
1462
MCF Advisors
Kentucky
$8.75K -$4.74K -52 -35%
SC
1463
Solstein Capital
California
$8.47K +$8.47K +93 New
BWL
1464
Bogart Wealth LLC
Virginia
$8.38K +$456 +5 +6%
PSB
1465
Piscataqua Savings Bank
New Hampshire
$8.11K
TC
1466
Truvestments Capital
Florida
$8.02K
BFS
1467
Bare Financial Services
Pennsylvania
$7.84K +$5.65K +62 +258%
HFS
1468
Hughes Financial Services
Virginia
$7.77K -$2.35K -23 -23%
BOJHT
1469
Bank of Jackson Hole Trust
Wyoming
$7.74K +$7.74K +85 New
T
1470
Transce3nd
Texas
$7.65K +$6.83K +75 +833%
HNW
1471
High Note Wealth
Minnesota
$6.92K
WCM
1472
WealthTrak Capital Management
Virginia
$6.83K
HCM
1473
Hollencrest Capital Management
California
$6.83K
DWM
1474
Dogwood Wealth Management
Kansas
$6.67K +$2.04K +22 +44%
BCPWM
1475
Bradley & Co Private Wealth Management
Florida
$6.47K