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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 %
CCM
676
Coldstream Capital Management
Washington
$1.18M +$66.4K +792 +6%
FPWM
677
FSB Premier Wealth Management
Iowa
$1.18M +$120K +1,433 +11%
WAM
678
WealthTrust Asset Management
Florida
$1.17M +$24.2K +289 +2%
BPA
679
Beacon Pointe Advisors
California
$1.16M +$21.1K +251 +2%
LA
680
LVW Advisors
New York
$1.15M -$19.9K -237 -2%
Wolverine Trading
681
Wolverine Trading
Illinois
$1.14M -$1.48M -17,858 -56%
HAIM
682
Hunter Associates Investment Management
Pennsylvania
$1.14M -$16.8K -200 -1%
CFB
683
Cullen/Frost Bankers
Texas
$1.14M +$4.95K +59 +0.4%
BFO
684
Boston Family Office
Massachusetts
$1.14M
SF
685
Synovus Financial
Georgia
$1.14M -$4.7K -56 -0.4%
AWAP
686
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.14M -$68.5K -817 -6%
CSC
687
Cove Street Capital
California
$1.12M -$974K -11,611 -47%
Hudson Bay Capital Management
688
Hudson Bay Capital Management
Connecticut
$1.12M -$10.6M -126,743 -91%
MFG
689
Merit Financial Group
Georgia
$1.12M +$525K +6,262 +89%
VI
690
Vestcor Inc
New Brunswick, Canada
$1.12M -$1.37M -16,322 -55%
CP
691
CenterBook Partners
Connecticut
$1.1M -$200K -2,383 -15%
BAM
692
BOCHK Asset Management
Hong Kong
$1.09M -$4.98M -59,400 -82%
PBK
693
Peoples Bank (Kansas)
Kansas
$1.08M -$12.6K -150 -1%
FRA
694
Frank Rimerman Advisors
California
$1.08M
VA
695
Valmark Advisers
Ohio
$1.08M +$11.9K +142 +1%
AFP
696
Ausdal Financial Partners
Iowa
$1.07M +$791K +9,429 +284%
JCM
697
Jacobi Capital Management
Pennsylvania
$1.07M +$671 +8 +0.1%
NAAA
698
New Age Alpha Advisors
New York
$1.07M -$155K -1,847 -13%
WA
699
WealthTrust Axiom
Pennsylvania
$1.06M
FT
700
Fiduciary Trust
Massachusetts
$1.06M -$18K -215 -2%