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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 %
PWM
1501
Parkworth Wealth Management
California
$2K +$1K +11 +100%
PWA
1502
Physician Wealth Advisors
Utah
$1.91K +$1.91K +21 New
NICM
1503
Neo Ivy Capital Management
New York
$1.82K +$1.82K +20 New
NL
1504
NVWM LLC
Pennsylvania
$1.73K -$1.37K -15 -44%
NFSG
1505
Newbridge Financial Services Group
Florida
$1.64K
WA
1506
WestEnd Advisors
North Carolina
$1.46K -$547 -6 -27%
AG
1507
AmeriFlex Group
Nevada
$1.37K +$1.37K +15 New
CFS
1508
CGC Financial Services
Oregon
$1.37K
TCA
1509
Trifecta Capital Advisors
Illinois
$1.37K
CIM
1510
Contravisory Investment Management
Massachusetts
$1.28K
KFI
1511
Key Financial Inc
Pennsylvania
$1.28K
ACA
1512
American Capital Advisory
Idaho
$1K
RBC
1513
Roble Belko & Company
Pennsylvania
$1K +$1K +6 New
CA
1514
Centerpoint Advisors
Massachusetts
$1K +$1K +11 New
FIA
1515
FNY Investment Advisers
New York
$1K +$1K +13 New
CIAS
1516
CBIZ Investment Advisory Services
Ohio
$911 -$7.65K -84 -89%
BI
1517
Binnacle Investments
Iowa
$911 +$911 +10 New
KHC
1518
Koesten Hirschmann & Crabtree
Kansas
$723 +$723 +8 New
IAS
1519
IMA Advisory Services
Colorado
$638 +$638 +7 New
PWM
1520
Puff Wealth Management
New Jersey
$460
RS
1521
Rakuten Securities
Japan
$456 -$3.56K -39 -89%
BCM
1522
Blume Capital Management
California
$456 +$456 +5 New
MAFA
1523
MJT & Associates Financial Advisory
Minnesota
$274
LFA
1524
LGT Financial Advisors
Texas
$182 +$182 +2 New
YDMI
1525
Y.D. More Investments
Israel
$181 -$98 -361 -35%