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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 %
PCM
701
Penserra Capital Management
California
$1.06M +$620K +7,403 +141%
IAA
702
Independent Advisor Alliance
North Carolina
$1.06M +$95.3K +1,136 +10%
PA
703
Parallel Advisors
California
$1.06M +$11.7K +139 +1%
RWA
704
Redhawk Wealth Advisors
Minnesota
$1.05M +$428K +5,103 +69%
OTPPB
705
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.05M +$11.6K +138 +1%
RWP
706
RWA Wealth Partners
Massachusetts
$1.04M -$46.6K -556 -4%
WCM
707
Whitener Capital Management
North Carolina
$1.04M -$32.7K -390 -3%
BFG
708
Bleakley Financial Group
New Jersey
$1.04M +$96.3K +1,148 +10%
CPCPP
709
Canada Post Corporation Pension Plan
Canada
$1.03M +$1.03M +12,337 New
AIA
710
Affinity Investment Advisors
California
$1.03M +$84.9K +1,012 +9%
FB
711
Fulton Bank
Pennsylvania
$1.02M -$75.1K -895 -7%
TFA
712
Transamerica Financial Advisors
Florida
$1.02M +$14.8K +176 +1%
HKAM
713
Horizon Kinetics Asset Management
New York
$1.01M
HFM
714
Harvest Fund Management
China
$1.01M +$316K +3,762 +46%
NS
715
NBC Securities
Alabama
$1.01M +$1.01M +12,003 +109,118%
AIM
716
Aspen Investment Management
Michigan
$1M +$16.3K +194 +2%
AFG
717
Allegheny Financial Group
Pennsylvania
$999K -$1.51K -18 -0.2%
IA
718
Integrity Alliance
Iowa
$997K +$997K +11,886 New
CRI
719
Commonwealth Retirement Investments
Virginia
$995K -$13.7K -163 -1%
1IA
720
1834 Investment Advisors
Wisconsin
$993K
SC
721
Schulhoff & Co
Ohio
$992K -$29.2K -348 -3%
FCBT
722
First Citizens Bank & Trust
North Carolina
$992K -$16.6K -198 -2%
AIP
723
Almanack Investment Partners
Pennsylvania
$986K -$4.7K -56 -0.5%
TPA
724
Trivium Point Advisory
Connecticut
$978K +$46.7K +557 +5%
OWA
725
Outlook Wealth Advisors
Texas
$977K -$9.98K -119 -1%