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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 %
TAM
576
Tocqueville Asset Management
New York
$1.5M +$399K +5,190 +36%
RIL
577
Rothschild Investment LLC
Illinois
$1.48M -$34.7K -451 -2%
ACM
578
Aster Capital Management
United Arab Emirates
$1.48M +$800K +10,408 +118%
KAS
579
Kestra Advisory Services
Texas
$1.46M -$7.54M -98,199 -84%
GC
580
Guggenheim Capital
Illinois
$1.46M -$1.59M -20,663 -52%
KFC
581
Klingenstein Fields & Co
New York
$1.45M – – –
GFA
582
Gifford Fong Associates
California
$1.45M – – –
HWM
583
HB Wealth Management
Georgia
$1.45M +$397K +5,172 +38%
EIA
584
Edgemoor Investment Advisors
Maryland
$1.44M – – –
WIC
585
Wilkins Investment Counsel
Massachusetts
$1.44M – – –
PHS
586
Pekin Hardy Strauss
Illinois
$1.43M -$275K -3,575 -16%
CLGM
587
Capitolis Liquid Global Markets
New York
$1.43M -$76.8K -1,000 -5%
KRSITF
588
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.42M +$658K +18,823 +86%
TI
589
Trexquant Investment
Connecticut
$1.42M +$1.42M +18,454 New
SA
590
Sunesis Advisors
Kansas
$1.42M – – –
AWM
591
Axxcess Wealth Management
California
$1.42M +$583K +7,584 +70%
DLHL
592
Donald L. Hagan LLC
Florida
$1.41M -$52.6K -685 -4%
LBC
593
Lowe Brockenbrough & Co
Virginia
$1.41M -$65.4K -851 -4%
SAG
594
SageView Advisory Group
California
$1.4M +$118K +1,540 +9%
BHPW
595
Beverly Hills Private Wealth
California
$1.4M +$20K +260 +1%
MC
596
Machina Capital
France
$1.39M +$1.39M +18,052 New
CAM
597
Columbia Asset Management
Michigan
$1.38M -$111K -1,445 -7%
AWM
598
AE Wealth Management
Kansas
$1.36M +$63.4K +825 +5%
USAA
599
United Services Automobile Association
Texas
$1.36M – – –
APC
600
Aspire Private Capital
North Carolina
$1.36M -$513K -6,672 -27%
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