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Bank of New York Mellon
BK

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$547M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$179M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$136M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$71.4M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$653M
2
Dodge & Cox
Dodge & Cox
California
-$397M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$295M
4
Harris Associates
Harris Associates
Illinois
-$215M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$16.4M +$659K +7,228 +4%
Mirae Asset Global Investments
202
Mirae Asset Global Investments
South Korea
$16.1M +$655K +7,191 +4%
DWM
203
Dakota Wealth Management
Florida
$16.1M -$1.37M -15,074 -8%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16M +$1.03M +11,340 +7%
CNB
205
Czech National Bank
Czech Republic
$15.9M +$914K +10,037 +6%
IP
206
Isthmus Partners
Wisconsin
$15.6M -$203K -2,227 -1%
VC
207
Vestor Capital
Illinois
$15.6M +$15.5M +67,528 +12,345%
SCM
208
Shelton Capital Management
Colorado
$15.5M -$20.6M -225,628 -57%
Twin Tree Management
209
Twin Tree Management
Texas
$15.5M +$605K +6,642 +4%
ZIG
210
Zurich Insurance Group
Switzerland
$15.4M -$14.8M -162,244 -49%
HF
211
HRT Financial
New York
$15.3M +$15.3M +168,101 New
Brown Advisory
212
Brown Advisory
Maryland
$15.3M -$330K -3,624 -2%
ELC
213
Edgar Lomax Company
Virginia
$15.2M -$241K -2,640 -2%
SPS
214
Susquehanna Portfolio Strategies
Pennsylvania
$14.9M +$14.9M +163,183 New
TAM
215
Trillium Asset Management
Massachusetts
$14.7M -$449K -4,929 -3%
Financial Engines Advisors
216
Financial Engines Advisors
California
$14.6M +$31.6K +347 +0.2%
Comerica Bank
217
Comerica Bank
Texas
$14.6M +$8.93K +98 +0.1%
EF
218
Empowered Funds
Pennsylvania
$14.6M +$4.67M +51,297 +47%
NCM
219
Novare Capital Management
North Carolina
$14.6M -$665K -7,301 -4%
ProShare Advisors
220
ProShare Advisors
Maryland
$14.4M -$888K -9,747 -6%
Janus Henderson Group
221
Janus Henderson Group
United Kingdom
$14.4M +$4.33M +47,495 +43%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
222
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M -$10.4M -114,517 -42%
GFG
223
Greystone Financial Group
Michigan
$14M +$504K +5,534 +4%
Retirement Systems of Alabama
224
Retirement Systems of Alabama
Alabama
$14M -$64.2K -705 -0.5%
II
225
IFM Investors
Australia
$13.9M -$201K -2,209 -1%
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