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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 %
TC
451
Trilogy Capital
California
$3.04M -$314K -3,747 -9%
FM
452
Family Management
New York
$3.03M +$98.8K +1,178 +3%
CA
453
CSM Advisors
Pennsylvania
$3.03M -$6.3M -75,135 -68%
GIA
454
Gladstone Institutional Advisory
Florida
$3.02M +$1.62M +19,322 +116%
SW
455
SVB Wealth
Massachusetts
$3.01M -$779K -9,288 -21%
FWP
456
Falcon Wealth Planning
California
$2.98M +$3.61K +43 +0.1%
AGC
457
Aspen Grove Capital
Colorado
$2.95M +$4.86K +58 +0.2%
CIA
458
Concurrent Investment Advisors
Florida
$2.94M -$478K -5,694 -14%
NAG
459
Northstar Advisory Group
New Jersey
$2.91M +$2.91M +34,675 New
JIC
460
Joel Isaacson & Co
New York
$2.91M +$92.3K +1,100 +3%
LFM
461
LGT Fund Management
Liechtenstein
$2.9M
EPIM
462
Evelyn Partners Investment Management
$2.89M +$2.89M +2,800 New
Focus Partners Wealth
463
Focus Partners Wealth
Massachusetts
$2.89M +$48.7K +581 +2%
Connor, Clark & Lunn Investment Management (CC&L)
464
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.87M +$2.87M +34,197 New
OPS
465
Orion Portfolio Solutions
Nebraska
$2.87M +$177K +2,106 +7%
BCI
466
Brinker Capital Investments
Pennsylvania
$2.87M +$177K +2,106 +7%
NMERB
467
New Mexico Educational Retirement Board
New Mexico
$2.85M -$101K -1,200 -3%
DCM
468
Delta Capital Management
New Jersey
$2.83M -$96.5K -1,150 -3%
First Manhattan
469
First Manhattan
New York
$2.83M
MSRPS
470
Maryland State Retirement & Pension System
Maryland
$2.82M -$487K -5,812 -15%
SAM
471
Silvercrest Asset Management
New York
$2.82M +$55.4K +661 +2%
AC
472
Allstate Corporation
Illinois
$2.82M +$1.01M +12,024 +56%
BFA
473
Bragg Financial Advisors
North Carolina
$2.78M -$73.1K -871 -3%
ECM
474
Everence Capital Management
Indiana
$2.77M
BBI
475
Baxter Bros Inc
Connecticut
$2.76M -$262K -3,129 -9%