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Bank of New York Mellon
BK

Overview Fund Activity

1,421 hedge funds and large institutions have $47.7B invested in Bank of New York Mellon in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 465 increasing their positions, 486 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,421
Holders Change
+145
Holders Change %
+11.36%
% of All Funds
18.91%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
230
Increased
465
Reduced
486
Closed
57
Calls
$399M
Puts
$279M
Net Calls
+$120M
Net Calls Change
+$12.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$287M
2
Morgan Stanley
Morgan Stanley
New York
+$239M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$217M
4
UBS Group
UBS Group
Switzerland
+$162M
5
Northern Trust
Northern Trust
Illinois
+$117M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$319M
2
Dodge & Cox
Dodge & Cox
California
-$294M
3
DSA
Davis Selected Advisers
Arizona
-$248M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
5
American Century Companies
American Century Companies
Missouri
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
451
Falcon Wealth Planning
California
$2.73M +$230 +3 +0%
NMERB
452
New Mexico Educational Retirement Board
New Mexico
$2.7M -$108K -1,400 -4%
AGC
453
Aspen Grove Capital
Colorado
$2.69M – – –
FM
454
Family Management
New York
$2.69M +$134K +1,741 +5%
DCM
455
Delta Capital Management
New Jersey
$2.68M -$6.92K -90 -0.3%
EP
456
Edgestream Partners
New Jersey
$2.68M +$2.68M +34,930 New
EOJOAM
457
E. Ohman J:or Asset Management
Sweden
$2.67M +$457K +5,950 +21%
LFM
458
LGT Fund Management
Liechtenstein
$2.65M +$68.5K +891 +3%
OC
459
Oppenheimer & Co
New York
$2.65M +$10.2K +133 +0.4%
Lido Advisors
460
Lido Advisors
California
$2.65M +$57.1K +743 +2%
CA
461
CGN Advisors
Kansas
$2.63M -$193K -2,515 -7%
BFA
462
Bragg Financial Advisors
North Carolina
$2.62M -$140K -1,825 -5%
Focus Partners Wealth
463
Focus Partners Wealth
Massachusetts
$2.6M +$747K +9,725 +40%
AM
464
AGF Management
Ontario, Canada
$2.6M -$119K -1,545 -4%
First Manhattan
465
First Manhattan
New York
$2.59M – – –
JIC
466
Joel Isaacson & Co
New York
$2.58M +$1.77K +23 +0.1%
IC
467
IEQ Capital
California
$2.57M +$284K +3,696 +12%
NB
468
Norinchukin Bank
Japan
$2.54M +$196K +2,554 +8%
ATPW
469
Ashton Thomas Private Wealth
Arizona
$2.54M +$159K +2,066 +7%
ECM
470
Everence Capital Management
Indiana
$2.53M -$387K -5,040 -13%
SAM
471
Silvercrest Asset Management
New York
$2.53M – – –
ASN
472
Advisory Services Network
Georgia
$2.5M -$9.45K -123 -0.4%
AFS
473
Aft Forsyth & Sober
Florida
$2.48M – – –
BCI
474
Brinker Capital Investments
Pennsylvania
$2.46M -$599K -7,790 -20%
OPS
475
Orion Portfolio Solutions
Nebraska
$2.46M -$599K -7,790 -20%
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