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Bank of New York Mellon

1,276 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 427 increasing their positions, 475 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+36
Holders Change %
+2.9%
% of All Funds
18.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
137
Increased
427
Reduced
475
Closed
85
Calls
$294M
Puts
$186M
Net Calls
+$108M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CRI
651
Commonwealth Retirement Investments
Virginia
$864K -$50.3K -700 -5%
AFG
652
Allegheny Financial Group
Pennsylvania
$857K +$35.6K +496 +4%
OWA
653
Outlook Wealth Advisors
Texas
$852K -$20.3K -283 -2%
DEA
654
DoubleLine ETF Adviser
Florida
$851K -$82.1K -1,143 -9%
1IA
655
1834 Investment Advisors
Wisconsin
$851K
NS
656
NBC Securities
Alabama
$848K -$7.68K -107 -0.9%
AIP
657
Almanack Investment Partners
Pennsylvania
$843K +$6.04K +84 +0.7%
CL
658
CSS LLC
Illinois
$834K +$144K +2,000 +21%
AIM
659
Aspen Investment Management
Michigan
$833K +$2.16K +30 +0.3%
Jones Financial Companies
660
Jones Financial Companies
Missouri
$833K +$202K +2,819 +32%
FNFDCM
661
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$829K -$39.7K -552 -5%
FIM
662
Fruth Investment Management
Texas
$826K
LWAM
663
Legacy Wealth Asset Management
Minnesota
$817K -$2.73K -38 -0.3%
GIA
664
Goodwin Investment Advisory
Georgia
$815K
CFGS
665
Concourse Financial Group Securities
Alabama
$811K +$426K +5,934 +111%
WQ
666
Wealth Quarterback
New Jersey
$808K -$24.6K -343 -3%
KFSC
667
Keystone Financial Services (Colorado)
Colorado
$802K +$36.4K +507 +5%
ACP
668
Aviance Capital Partners
Florida
$794K
Bank Julius Baer & Co
669
Bank Julius Baer & Co
Switzerland
$788K -$55K -646 -7%
AWM
670
Axxcess Wealth Management
California
$780K -$216 -3 -0%
FPWM
671
FSB Premier Wealth Management
Iowa
$780K +$157K +2,180 +25%
MOS
672
MGO One Seven
Ohio
$779K +$14.9K +208 +2%
DW30
673
Drucker Wealth 3.0
New Jersey
$779K +$28.5K +396 +4%
ICM
674
Intrepid Capital Management
Florida
$778K
SIA
675
SGL Investment Advisors
Montana
$777K +$777K +10,023 New