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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 %
NP
776
NorthRock Partners
Minnesota
$777K +$41K +489 +6%
HBT
777
Heartland Bank & Trust
Illinois
$773K +$773K +9,217 New
AWA
778
Aaron Wealth Advisors
Illinois
$772K +$43.2K +515 +6%
SAM
779
Strategy Asset Managers
California
$770K +$770K +9,176 New
FLPIM
780
F.L. Putnam Investment Management
Massachusetts
$766K -$71.2K -849 -9%
CNBT
781
Canandaigua National Bank & Trust
New York
$764K -$45.2K -539 -6%
WQ
782
Wealth Quarterback
New Jersey
$761K -$212K -2,523 -22%
FIA
783
Foundations Investment Advisors
Arizona
$758K +$3.36K +40 +0.4%
SGAM
784
Smith Group Asset Management
Texas
$755K
HIM
785
Hillsdale Investment Management
Ontario, Canada
$755K +$755K +9,000 New
FFA
786
Farther Finance Advisors
California
$750K +$353K +4,213 +89%
HAG
787
HighPoint Advisor Group
Illinois
$750K +$145K +1,806 +24%
TTWM
788
TCV Trust & Wealth Management
Virginia
$748K -$11.7K -140 -2%
LA
789
LM Advisors
California
$746K +$417K +4,965 +126%
MG
790
Mather Group
Illinois
$744K +$1.59K +19 +0.2%
DW30
791
Drucker Wealth 3.0
New Jersey
$741K -$93.1K -1,110 -11%
BDL
792
Banque de Luxembourg
Luxembourg
$739K
GC
793
Gilbert & Cook
Iowa
$737K +$16.6K +198 +2%
QWM
794
Quadcap Wealth Management
Texas
$734K -$28.4K -339 -4%
CCM
795
Chilton Capital Management
Texas
$730K
TCOV
796
Trust Company of Vermont
Vermont
$729K -$55.6K -663 -7%
KCM
797
Kathmere Capital Management
Pennsylvania
$728K +$19.9K +237 +3%
SIA
798
SGL Investment Advisors
Montana
$727K -$7.35K -86 -1%
DA
799
Denali Advisors
California
$723K +$723K +8,624 New
JWM
800
Jeppson Wealth Management
California
$722K -$755 -9 -0.1%