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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 %
TFA
701
Transamerica Financial Advisors
Florida
$922K -$158K -2,056 -15%
CW
702
CreativeOne Wealth
Kansas
$918K +$228K +2,974 +33%
AFG
703
Allegheny Financial Group
Pennsylvania
$917K +$231 +3 +0%
RCM
704
Raleigh Capital Management
North Carolina
$913K -$189K -2,462 -17%
1IA
705
1834 Investment Advisors
Wisconsin
$910K
AIP
706
Almanack Investment Partners
Pennsylvania
$907K +$5.53K +72 +0.6%
VT
707
Vise Technologies
New York
$907K +$221K +2,880 +32%
OWA
708
Outlook Wealth Advisors
Texas
$904K -$6.68K -87 -0.7%
AIM
709
Aspen Investment Management
Michigan
$903K +$12.3K +160 +1%
SIA
710
Strategic Investment Advisors
Michigan
$903K -$106K -1,379 -11%
HH
711
Hilltop Holdings
Texas
$898K +$210K +2,727 +30%
BIAS
712
Beacon Investment Advisory Services
New Jersey
$896K -$42.6K -554 -5%
AAP
713
Arax Advisory Partners
Colorado
$893K +$816K +10,615 +1,058%
WQ
714
Wealth Quarterback
New Jersey
$891K +$27.4K +357 +3%
FIM
715
Fruth Investment Management
Texas
$883K
IAA
716
Independent Advisor Alliance
North Carolina
$883K +$454K +5,915 +106%
AFCM
717
Applied Finance Capital Management
Puerto Rico
$880K -$80.9K -1,053 -8%
KFSC
718
Keystone Financial Services (Colorado)
Colorado
$880K +$22.1K +287 +3%
SF
719
Summit Financial
New Jersey
$875K +$46.6K +607 +6%
GIA
720
Goodwin Investment Advisory
Georgia
$872K
BFG
721
Bleakley Financial Group
New Jersey
$864K +$44.6K +580 +5%
AIA
722
Affinity Investment Advisors
California
$861K -$386K -5,028 -31%
TPA
723
Trivium Point Advisory
Connecticut
$853K +$122K +1,582 +17%
Bank Julius Baer & Co
724
Bank Julius Baer & Co
Switzerland
$842K +$58.2K +686 +7%
LWAM
725
Legacy Wealth Asset Management
Minnesota
$841K -$33.1K -431 -4%