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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 %
AWM
426
Axxcess Wealth Management
California
$3.36M +$1.81M +21,609 +117%
DLCIG
427
D.L. Carlson Investment Group
New Hampshire
$3.35M -$34.4K -410 -1%
GLA
428
Great Lakes Advisors
Illinois
$3.35M +$104K +1,242 +3%
VA
429
VestGen Advisors
Illinois
$3.35M +$3.35M +39,923 New
ATPW
430
Ashton Thomas Private Wealth
Arizona
$3.35M +$576K +6,873 +21%
EMPI
431
Elo Mutual Pension Insurance
Finland
$3.34M -$2.97M -35,417 -47%
AWCI
432
Alpine Woods Capital Investors
New York
$3.29M -$3.62M -43,147 -52%
CWM
433
Congress Wealth Management
Massachusetts
$3.29M +$16K +191 +0.5%
FC
434
Forte Capital
New York
$3.27M +$7.05K +84 +0.2%
A
435
Allianz
Germany
$3.26M
LSERS
436
Louisiana State Employees Retirement System
Louisiana
$3.24M -$41.9K -500 -1%
EGM
437
Engineers Gate Manager
New York
$3.21M +$628K +7,491 +24%
SAM
438
Securian Asset Management
Minnesota
$3.19M -$89K -1,061 -3%
TFA
439
Teamwork Financial Advisors
Texas
$3.18M +$79.3K +945 +3%
VIM
440
Vinva Investment Management
Australia
$3.17M +$47.1K +570 +2%
NB
441
Norinchukin Bank
Japan
$3.17M +$398K +4,749 +14%
Lido Advisors
442
Lido Advisors
California
$3.17M +$277K +3,303 +10%
GIS
443
Graphene Investments SAS
France
$3.15M -$419K -5,000 -12%
OC
444
Oppenheimer & Co
New York
$3.11M +$214K +2,553 +7%
MC
445
Moors & Cabot
Massachusetts
$3.1M +$110K +1,310 +4%
ClearBridge Investments
446
ClearBridge Investments
New York
$3.1M -$75.5K -900 -2%
IVP
447
Intrinsic Value Partners
Arizona
$3.1M -$176K -2,097 -5%
EP
448
Edgestream Partners
New Jersey
$3.05M +$123K +1,463 +4%
CIP
449
Convergence Investment Partners
Florida
$3.05M -$27.1K -323 -0.9%
CFO
450
Callan Family Office
Pennsylvania
$3.04M -$177K -2,113 -6%