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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 %
FWA
1601
FSC Wealth Advisors
New York
-$45.5K -543 Closed
WT
1602
Washington Trust
Rhode Island
-$38.2K -456 Closed
MFA
1603
McClarren Financial Advisors
Pennsylvania
-$34K -409 Closed
SFG
1604
Stonebridge Financial Group
Pennsylvania
-$25.7K -306 Closed
SCB
1605
Saudi Central Bank
Saudi Arabia
-$23.7K -282 Closed
AF
1606
Abound Financial
California
-$18.1K -216 Closed
BWAM
1607
Boyd Watterson Asset Management
Ohio
-$16.8K -200 Closed
FW
1608
Fairway Wealth
Ohio
-$16.4K -195 Closed
CWC
1609
Carolinas Wealth Consulting
North Carolina
-$9.9K -118 Closed
CFS
1610
Compass Financial Services
Iowa
-$7.97K -95 Closed
GAG
1611
Goodman Advisory Group
Massachusetts
-$7.88K -94 Closed
GJIA
1612
Glass Jacobson Investment Advisors
Maryland
-$4.38K -57 Closed
ETS
1613
ESL Trust Services
New York
-$4.45K -53 Closed
FMP
1614
Financial Management Professionals
Texas
-$3.02K -36 Closed
BWM
1615
Bernard Wealth Management
Michigan
-$2.77K -33 Closed
WW
1616
Winnow Wealth
Texas
-$2.03K -25 Closed
JFG
1617
JDM Financial Group
Texas
-$1.43K -17 Closed
MAS
1618
MPWM Advisory Solutions
Georgia
-$1.17K -14 Closed
BMC
1619
Bear Mountain Capital
Washington
-$652 -8 Closed
GA
1620
GoalVest Advisory
New York
-$419 -5 Closed