BK icon

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 %
MWM
776
Modera Wealth Management
New Jersey
$530K -$14.4K -200 -3%
FMLI
777
Fukoku Mutual Life Insurance
Japan
$530K
WDC
778
Woodward Diversified Capital
California
$528K -$15.6K -217 -3%
IWA
779
IVC Wealth Advisors
Pennsylvania
$525K -$11.5K -160 -2%
DADC
780
D.A. Davidson & Co
Montana
$525K +$16.6K +231 +3%
ACM
781
Argent Capital Management
Missouri
$523K
TL
782
Tradewinds LLC
North Carolina
$523K -$4.02K -56 -0.8%
OFG
783
Oxford Financial Group
Indiana
$519K +$519K +7,216 New
CIA
784
Concurrent Investment Advisors
Florida
$518K -$68.6K -955 -12%
BMCM
785
Bryn Mawr Capital Management
Pennsylvania
$517K
TCPW
786
Twin City Private Wealth
North Carolina
$515K -$97.8K -1,361 -16%
KFP
787
KMG Fiduciary Partners
Ohio
$512K -$2.01K -28 -0.4%
CPIA
788
Cornell Pochily Investment Advisors
New York
$511K -$3.31K -46 -0.6%
FGA
789
Fortis Group Advisors
New Jersey
$510K
AWE
790
Avidian Wealth Enterprises
Texas
$505K +$9.85K +137 +2%
FFA
791
First Foundation Advisors
California
$505K
QL
792
Quarry LP
New York
$504K +$397K +5,523 +371%
HAG
793
HighPoint Advisor Group
Illinois
$496K +$23.6K +314 +5%
FFG
794
Fiduciary Financial Group
California
$494K +$1.61K +22 +0.3%
SDAM
795
Shulman DeMeo Asset Management
New York
$493K +$3.52K +49 +0.7%
ME
796
McIlrath & Eck
Washington
$493K +$18.3K +254 +4%
T
797
TOBAM
France
$491K +$71.2K +991 +17%
SWM
798
SeaCrest Wealth Management
New York
$491K +$18.7K +260 +4%
FNBT
799
FineMark National Bank & Trust
Florida
$491K
BWP
800
BSW Wealth Partners
Colorado
$490K -$289K -4,025 -37%