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Bank of New York Mellon

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
Name Holding Trade Value Shares
Change
Shares
Change %
PBK
676
Peoples Bank (Kansas)
Kansas
$1M -$2.31K -30 -0.2%
PI
677
Pettee Investors
Connecticut
$1M
RWP
678
RWA Wealth Partners
Massachusetts
$999K +$52.6K +685 +6%
KWM
679
Kolinsky Wealth Management
New Jersey
$995K +$3.46K +45 +0.3%
WPW
680
Waldron Private Wealth
Pennsylvania
$994K +$499K +6,490 +101%
FRA
681
Frank Rimerman Advisors
California
$992K
FT
682
Fiduciary Trust
Massachusetts
$989K -$7.53K -98 -0.8%
WCM
683
Whitener Capital Management
North Carolina
$986K -$46.1K -600 -4%
MWP
684
Meriwether Wealth & Planning
Louisiana
$985K +$985K +12,815 New
JCM
685
Jacobi Capital Management
Pennsylvania
$976K -$538 -7 -0.1%
VA
686
Valmark Advisers
Ohio
$974K +$3.23K +42 +0.3%
WA
687
WealthTrust Axiom
Pennsylvania
$972K -$82.4K -1,072 -8%
SFA
688
Semmax Financial Advisors
North Carolina
$967K -$17.3K -199 -2%
FPWM
689
FSB Premier Wealth Management
Iowa
$966K +$133K +1,729 +16%
PA
690
Parallel Advisors
California
$957K +$27.9K +363 +3%
OTPPB
691
Ontario Teachers' Pension Plan Board
Ontario, Canada
$950K -$23.4K -305 -2%
SMFG
692
Sumitomo Mitsui Financial Group
Japan
$944K -$428K -5,574 -31%
SC
693
Schulhoff & Co
Ohio
$935K -$12.7K -165 -1%
HWAM
694
Hennion & Walsh Asset Management
New Jersey
$928K +$928K +12,082 New
HKAM
695
Horizon Kinetics Asset Management
New York
$927K
NP
696
Nilsine Partners
Colorado
$926K +$211K +2,746 +30%
DC
697
Davenport & Co
Virginia
$926K +$105K +1,364 +13%
MSA
698
MUFG Securities Americas
New York
$925K +$925K +12,045 New
CRI
699
Commonwealth Retirement Investments
Virginia
$924K -$307 -4 -0%
FCBT
700
First Citizens Bank & Trust
North Carolina
$924K -$122K -1,593 -12%