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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, 581 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
581
Closed
92
Calls
$311M
Puts
$175M
Net Calls
+$135M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SO
1476
Sierra Ocean
California
$6.39K
APW
1477
Atlantic Private Wealth
North Carolina
$6.38K +$6.38K +70 New
VWA
1478
VSM Wealth Advisory
Maryland
$6.1K +$6.1K +67 New
AWM
1479
Abound Wealth Management
Tennessee
$5.92K
PPC
1480
Park Place Capital
Alabama
$5.35K
MWM
1481
MorganRosel Wealth Management
Colorado
$4.56K
PA
1482
Pineridge Advisors
Missouri
$4.01K
TFG
1483
Team Financial Group
California
$3.83K +$3.83K +42 New
SIC
1484
Salem Investment Counselors
North Carolina
$3.74K -$456 -5 -11%
HHGA
1485
Halbert Hargrove Global Advisors
California
$3.65K +$1.37K +15 +60%
SIC
1486
SJS Investment Consulting
Ohio
$3.55K -$46.8K -514 -93%
API
1487
Asset Planning Inc
California
$3.37K
VWM
1488
Vermillion Wealth Management
Minnesota
$3.28K
CCMI
1489
Creative Capital Management Investments
California
$3.28K
KWM
1490
Kiker Wealth Management
Georgia
$3.28K +$3.28K +36 New
PWA
1491
Principia Wealth Advisory
Texas
$3.01K +$638 +7 +27%
HFS
1492
Horizon Financial Services
North Carolina
$3.01K +$1.55K +17 +106%
AWM
1493
Activest Wealth Management
Florida
$2.92K -$10.8K -119 -79%
FNWA
1494
Financial Network Wealth Advisors
Utah
$2.37K
W
1495
WealthCollab
Washington
$2.28K
SA
1496
Scarborough Advisors
Maryland
$2.23K +$2.23K +24 New
AP
1497
Aspect Partners
Virginia
$2.19K +$1.19K +13 +118%
HIA
1498
HFM Investment Advisors
New Jersey
$2.19K +$1.37K +15 +167%
RAM
1499
Riggs Asset Management
Pennsylvania
$2.1K
CAC
1500
Core Alternative Capital
Georgia
$2K