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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 %
HIM
801
Hanlon Investment Management
New Jersey
$722K -$34.3K -409 -5%
CI
802
CX Institutional
Indiana
$721K +$671 +8 +0.1%
CIC
803
Crawford Investment Counsel
Georgia
$720K -$2.26K -27 -0.3%
HPC
804
HM Payson & Co
Maine
$720K +$30K +358 +4%
ACA
805
Aptus Capital Advisors
Alabama
$716K +$23.5K +280 +3%
CC
806
Centiva Capital
New York
$716K +$9.73K +116 +1%
1C
807
111 Capital
France
$712K +$190K +2,271 +37%
HIA
808
Harbor Investment Advisory
Maryland
$711K +$5.54K +66 +0.8%
SFS
809
Summit Financial Strategies
Ohio
$709K
SFI
810
Siemens Fonds Invest
Germany
$708K +$5.79K +69 +0.8%
GM
811
GeoWealth Management
Illinois
$708K -$208K -2,485 -23%
I
812
INVST
Indiana
$705K +$705K +8,410 New
CCA
813
Checchi Capital Advisers
California
$704K +$10.5K +125 +2%
TAM
814
Trust Asset Management
Texas
$704K -$16.2K -193 -2%
LAM
815
Lountzis Asset Management
Pennsylvania
$699K +$31.8K +400 +5%
SFS
816
Sowell Financial Services
Arkansas
$695K +$695K +8,282 New
NFG
817
Nations Financial Group
Iowa
$689K -$143K -1,707 -17%
DADC
818
D.A. Davidson & Co
Montana
$687K +$73.2K +873 +12%
OWA
819
One Wealth Advisors
California
$687K +$228K +2,720 +50%
FNB
820
Farmers National Bank
Kentucky
$686K -$3.94K -47 -0.6%
MSWM
821
McGlone Suttner Wealth Management
Wisconsin
$684K +$90.3K +1,077 +15%
TCPW
822
Twin City Private Wealth
North Carolina
$683K -$17.6K -210 -3%
PCA
823
Pallas Capital Advisors
Massachusetts
$681K +$206K +2,457 +43%
Alyeska Investment Group
824
Alyeska Investment Group
Illinois
$676K +$676K +8,061 New
CSC
825
Caldwell Sutter Capital
California
$666K