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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 %
PAS
401
Park Avenue Securities
New York
$3.91M +$618K +7,369 +19%
Envestnet Portfolio Solutions
402
Envestnet Portfolio Solutions
Illinois
$3.9M -$1.04M -12,367 -21%
AOWM
403
Alpha Omega Wealth Management
Virginia
$3.88M -$717K -8,548 -16%
SIA
404
Sit Investment Associates
Minnesota
$3.86M -$952K -11,350 -20%
GCM
405
Graham Capital Management
Connecticut
$3.85M +$3.85M +45,960 New
ACS
406
Archford Capital Strategies
Illinois
$3.83M +$3.83M +45,672 New
CL
407
Choreo LLC
Illinois
$3.82M -$614K -7,318 -14%
FC
408
FORA Capital
Florida
$3.81M +$3.4M +40,490 +813%
WIA
409
World Investment Advisors
California
$3.8M +$287K +3,421 +8%
AFG
410
Atomi Financial Group
New York
$3.78M +$3M +35,761 +382%
PCG
411
Prosperity Consulting Group
Maryland
$3.78M +$433K +5,165 +13%
1832 Asset Management
412
1832 Asset Management
Ontario, Canada
$3.75M -$886K -10,569 -19%
Nisa Investment Advisors
413
Nisa Investment Advisors
Missouri
$3.68M -$8.44M -100,669 -70%
HIMCH
414
Hartford Investment Management Co (HIMCO)
Connecticut
$3.67M -$105K -1,246 -3%
AF
415
Advisornet Financial
Minnesota
$3.61M -$145K -1,725 -4%
Impax Asset Management Group
416
Impax Asset Management Group
United Kingdom
$3.57M +$123K +1,462 +4%
DT
417
Diversified Trust
Tennessee
$3.54M -$672K -8,009 -16%
CAMG
418
CWA Asset Management Group
Florida
$3.54M +$264K +3,148 +8%
IC
419
IEQ Capital
California
$3.51M +$710K +8,464 +25%
SCM
420
SCS Capital Management
Massachusetts
$3.51M +$3.51M +41,816 New
AF
421
Alerus Financial
North Dakota
$3.46M +$1.82M +21,677 +111%
MPAM
422
Murphy Pohlad Asset Management
Minnesota
$3.43M -$106K -1,260 -3%
GIBU
423
Gulf International Bank (UK)
United Kingdom
$3.42M -$1.43M -17,113 -30%
IWC
424
Integrated Wealth Concepts
Massachusetts
$3.37M -$239K -2,847 -7%
Luther King Capital Management (LKCM)
425
Luther King Capital Management (LKCM)
Texas
$3.36M -$16.8K -200 -0.5%