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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 %
VT
726
Vise Technologies
New York
$641K +$63.2K +879 +11%
KIG
727
Kowal Investment Group
Wisconsin
$641K -$6.83K -95 -1%
VFA
728
Valeo Financial Advisors
Indiana
$640K +$26.7K +372 +4%
JAG
729
Journey Advisory Group
Kentucky
$638K
ACM
730
Aster Capital Management
United Arab Emirates
$635K +$635K +8,841 New
CA
731
Clearstead Advisors
Ohio
$634K +$17.1K +238 +3%
HPC
732
HM Payson & Co
Maine
$629K -$48.4K -674 -7%
TA
733
Tectonic Advisors
Texas
$625K +$3.88K +54 +0.6%
Fuller & Thaler Asset Management
734
Fuller & Thaler Asset Management
California
$624K -$71.9K -1,000 -10%
NP
735
NorthRock Partners
Minnesota
$622K +$21.3K +297 +4%
JWM
736
Jeppson Wealth Management
California
$619K
CIC
737
Crawford Investment Counsel
Georgia
$619K +$359 +5 +0.1%
MG
738
Mather Group
Illinois
$619K +$44.9K +625 +8%
TAM
739
Trust Asset Management
Texas
$617K
GC
740
Gilbert & Cook
Iowa
$611K -$2.44K -34 -0.4%
CCA
741
Checchi Capital Advisers
California
$610K -$2.23K -31 -0.4%
AFG
742
Atomi Financial Group
New York
$610K +$142K +1,971 +30%
SFM
743
Signet Financial Management
New Jersey
$608K -$12.6K -176 -2%
AF
744
Allworth Financial
California
$608K -$2.87K -40 -0.5%
SFS
745
Summit Financial Strategies
Ohio
$607K
CI
746
CX Institutional
Indiana
$606K +$6.97K +97 +1%
TCOV
747
Trust Company of Vermont
Vermont
$604K -$5.96K -83 -1%
LAM
748
Lountzis Asset Management
Pennsylvania
$604K
SFI
749
Siemens Fonds Invest
Germany
$601K -$5.61K -78 -0.9%
UAG
750
United Advisor Group
Ohio
$595K +$595K +8,275 New