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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 %
CL
601
CSS LLC
Illinois
$1.35M +$463K +6,020 +52%
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M +$65.8K +857 +5%
ISL
603
Ingalls & Snyder LLC
New York
$1.33M – – –
BWP
604
Baldwin Wealth Partners
Massachusetts
$1.32M -$27.3K -355 -2%
M
605
Mirova
France
$1.32M +$1.32M +17,162 New
Jones Financial Companies
606
Jones Financial Companies
Missouri
$1.31M +$423K +5,507 +47%
QI
607
Qtron Investments
Massachusetts
$1.31M -$381K -4,965 -23%
MAS
608
Meeder Advisory Services
Ohio
$1.31M -$50.6K -658 -4%
BFG
609
Beacon Financial Group
Texas
$1.31M -$17.8K -232 -1%
WG
610
Welch Group
Alabama
$1.31M – – –
IFU
611
iSAM Funds (UK)
United Kingdom
$1.31M -$170K -2,210 -12%
EFS
612
Essex Financial Services
Connecticut
$1.3M +$195K +2,535 +18%
VFA
613
Voya Financial Advisors
Connecticut
$1.3M +$71.9K +932 +6%
AI
614
AXS Investments
New York
$1.29M -$177K -2,306 -12%
LCGC
615
Legacy Capital Group California
California
$1.29M +$1.29M +16,783 New
PHK
616
Point72 Hong Kong
Hong Kong
$1.28M +$99.9K +1,300 +8%
OAM
617
Ostrum Asset Management
France
$1.28M -$7.45K -97 -0.6%
GIA
618
Gladstone Institutional Advisory
Florida
$1.28M +$1.28M +16,654 New
BCWM
619
Bartlett & Co Wealth Management
Ohio
$1.27M – – –
SWP
620
Stratos Wealth Partners
Ohio
$1.26M -$84.2K -1,096 -6%
LB
621
Legacy Bridge
Iowa
$1.25M -$4.99K -65 -0.4%
VHAM
622
Van Hulzen Asset Management
California
$1.25M – – –
YIH
623
Y-Intercept (HK)
Hong Kong
$1.25M +$1.25M +16,221 New
GIA
624
Gateway Investment Advisers
Ohio
$1.24M -$390K -5,080 -24%
SCTC
625
Sanibel Captiva Trust Company
Florida
$1.23M +$38K +494 +3%
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