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Bank of New York Mellon

1,240 hedge funds and large institutions have $37.5B invested in Bank of New York Mellon in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 446 increasing their positions, 448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,240
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
18.03%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
104
Increased
446
Reduced
448
Closed
90
Calls
$205M
Puts
$164M
Net Calls
+$40.9M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
626
RWA Wealth Partners
Massachusetts
$776K -$479 -8 -0.1%
MMA
627
Mizuho Markets Americas
New York
$773K +$773K +12,915 New
FTWA
628
Fifth Third Wealth Advisors
Ohio
$773K +$66.3K +1,107 +9%
PA
629
Profund Advisors
Maryland
$772K -$64.7K -1,081 -8%
HWM
630
HB Wealth Management
Georgia
$769K +$84.7K +1,415 +12%
CWS
631
Confluence Wealth Services
Pennsylvania
$766K +$153K +2,553 +25%
KWM
632
Kolinsky Wealth Management
New Jersey
$766K +$2.22K +37 +0.3%
FRA
633
Frank Rimerman Advisors
California
$765K +$765K +12,766 New
CRI
634
Commonwealth Retirement Investments
Virginia
$762K -$924K -15,421 -55%
JCM
635
Jacobi Capital Management
Pennsylvania
$759K -$62.2K -1,039 -8%
FT
636
Fiduciary Trust
Massachusetts
$756K +$3.77K +63 +0.5%
EF
637
Empowered Funds
Pennsylvania
$754K +$118K +1,978 +19%
SF
638
Synovus Financial
Georgia
$751K +$16.2K +271 +2%
AFCM
639
Applied Finance Capital Management
Puerto Rico
$749K +$749K +12,503 New
MNBTD
640
Moody National Bank Trust Division
Texas
$747K +$49.8K +831 +7%
WA
641
WealthTrust Axiom
Pennsylvania
$745K +$60 +1 +0%
OAM
642
Oppenheimer Asset Management
New York
$742K -$121K -2,021 -14%
SC
643
Schulhoff & Co
Ohio
$739K +$180 +3 +0%
VA
644
Valmark Advisers
Ohio
$735K +$5.21K +87 +0.7%
BIAS
645
Beacon Investment Advisory Services
New Jersey
$732K
OWA
646
Outlook Wealth Advisors
Texas
$727K -$24.3K -406 -3%
FNFDCM
647
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$724K -$34.1K -570 -5%
SFS
648
Sowell Financial Services
Arkansas
$723K -$85.9K -1,433 -11%
SFA
649
Semmax Financial Advisors
North Carolina
$723K +$73.8K +1,162 +11%
HKAM
650
Horizon Kinetics Asset Management
New York
$723K +$18K +300 +3%