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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 %
EIA
601
Edgemoor Investment Advisors
Maryland
$1.57M
WIC
602
Wilkins Investment Counsel
Massachusetts
$1.57M
PFGIA
603
Patriot Financial Group Insurance Agency
Massachusetts
$1.56M +$87.9K +1,048 +6%
BHPW
604
Beverly Hills Private Wealth
California
$1.56M +$26.5K +316 +2%
SA
605
Sunesis Advisors
Kansas
$1.55M
LBC
606
Lowe Brockenbrough & Co
Virginia
$1.53M -$14.1K -168 -0.9%
SAG
607
SageView Advisory Group
California
$1.52M -$7.46K -89 -0.5%
PHS
608
Pekin Hardy Strauss
Illinois
$1.49M -$71.3K -850 -5%
BFG
609
Beacon Financial Group
Texas
$1.48M +$55.9K +666 +4%
CL
610
CSS LLC
Illinois
$1.48M +$4.19K +50 +0.3%
GF
611
Gries Financial
Ohio
$1.48M -$279K -3,331 -16%
USAA
612
United Services Automobile Association
Texas
$1.47M
SMFG
613
Sumitomo Mitsui Financial Group
Japan
$1.46M +$434K +5,179 +42%
AWM
614
AE Wealth Management
Kansas
$1.45M -$33.1K -395 -2%
LCGC
615
Legacy Capital Group California
California
$1.45M +$40.9K +488 +3%
KWM
616
Kingsview Wealth Management
Oregon
$1.44M +$336K +4,010 +30%
BWP
617
Baldwin Wealth Partners
Massachusetts
$1.44M
M
618
Mirova
France
$1.44M
ISL
619
Ingalls & Snyder LLC
New York
$1.43M -$16.8K -200 -1%
MSE
620
MUFG Securities EMEA
United Kingdom
$1.43M -$9.48M -113,001 -87%
VFA
621
Voya Financial Advisors
Connecticut
$1.41M +$20.5K +248 +1%
LB
622
Legacy Bridge
Iowa
$1.41M +$38.6K +460 +3%
KAS
623
Kestra Advisory Services
Texas
$1.41M -$190K -2,270 -12%
WG
624
Welch Group
Alabama
$1.4M
GI
625
GAMMA Investing
California
$1.4M +$182K +2,168 +15%