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Bank of New York Mellon

1,484 hedge funds and large institutions have $50.8B invested in Bank of New York Mellon in 2025 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 524 increasing their positions, 547 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
+63
Holders Change %
+4.43%
% of All Funds
20.16%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.35%
New
170
Increased
524
Reduced
547
Closed
90
Calls
$299M
Puts
$179M
Net Calls
+$121M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
326
Generali Asset Management
Italy
$6.2M -$2.04M -24,299 -25%
Pacer Advisors
327
Pacer Advisors
Pennsylvania
$6.16M -$3.5M -41,698 -36%
BF
328
BOK Financial
Oklahoma
$6M -$432K -5,152 -7%
SIS
329
Sound Income Strategies
Florida
$5.97M +$495K +5,897 +9%
PE
330
Point72 Europe
United Kingdom
$5.96M +$5.96M +71,100 New
AssetMark Inc
331
AssetMark Inc
California
$5.95M +$1.02M +12,137 +21%
BCFS
332
Butensky & Cohen Financial Security
Florida
$5.89M -$577K -6,882 -9%
HFS
333
Hantz Financial Services
Michigan
$5.78M -$158K -1,882 -3%
AAS
334
Avantax Advisory Services
Texas
$5.7M +$377K +4,496 +7%
GCM
335
Garland Capital Management
Washington
$5.65M -$902K -10,750 -14%
RG
336
Rathbones Group
United Kingdom
$5.58M -$861K -10,269 -13%
WAOTB
337
Wealth Advisors of Tampa Bay
Florida
$5.55M -$130K -1,555 -2%
SWM
338
Spire Wealth Management
Virginia
$5.54M +$4.83M +57,596 +678%
RIM
339
Rakuten Investment Management
Japan
$5.43M +$5.43M +65,597 New
SJL
340
Shayne & Jacobs LLC
Tennessee
$5.37M
PA
341
Pinnacle Associates
New York
$5.34M -$402K -4,790 -7%
LIP
342
Lighthouse Investment Partners
Florida
$5.29M +$5.29M +63,053 New
BIMC
343
Benson Investment Management Company
Virginia
$5.26M +$5.26M +62,704 New
OPERF
344
Oregon Public Employees Retirement Fund
Oregon
$5.17M -$55.4K -660 -1%
SC
345
Savant Capital
Illinois
$5.13M +$964K +11,489 +23%
BDPWM
346
Barnes Dennig Private Wealth Management
Ohio
$5.12M +$5.12M +61,022 New
WBC
347
Westpac Banking Corp
Australia
$5.11M -$993K -11,842 -16%
ECM
348
ExodusPoint Capital Management
New York
$5.11M +$5.11M +60,919 New
WP
349
Woodline Partners
California
$5.09M +$1.42M +16,969 +39%
SG Americas Securities
350
SG Americas Securities
New York
$5.08M -$1.43M -17,005 -22%