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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 %
SFWA
826
Summit Financial Wealth Advisors
Louisiana
$434K +$31.3K +436 +8%
STA
827
Summit Trail Advisors
New York
$434K +$72.1K +1,004 +20%
JF
828
Jump Financial
Illinois
$432K -$48.8K -679 -10%
IA
829
IFG Advisors
Missouri
$431K
LS
830
Livforsakringsbolaget Skandia
Sweden
$430K +$319K +4,445 +289%
GWMR
831
GC Wealth Management RIA
Massachusetts
$428K +$428K +5,959 New
STB
832
S&T Bank
Pennsylvania
$428K
PWM
833
Perigon Wealth Management
California
$427K -$7.26K -101 -2%
LJAC
834
L.J. Altfest & Co
New York
$420K +$216 +3 +0.1%
FBC
835
Fairfield, Bush & Co
Connecticut
$420K
MWM
836
Modern Wealth Management
Kansas
$419K +$2.59K +36 +0.6%
PWLP
837
Prio Wealth Limited Partnership
Massachusetts
$417K -$521K -7,250 -56%
MGIA
838
Moneta Group Investment Advisors
Missouri
$417K -$44.6K -620 -10%
GC
839
Grimes & Company
Massachusetts
$416K +$1.65K +23 +0.4%
PCA
840
Pallas Capital Advisors
Massachusetts
$415K +$25.3K +331 +6%
WPC
841
Wedmont Private Capital
Pennsylvania
$415K +$35.7K +493 +9%
CWP
842
Cyndeo Wealth Partners
Florida
$410K +$20.3K +282 +5%
TCM
843
Teza Capital Management
Illinois
$405K +$405K +5,639 New
SC
844
Sepio Capital
Utah
$403K +$1.8K +25 +0.4%
EW
845
Elyxium Wealth
California
$403K +$403K +5,603 New
IAA
846
Independent Advisor Alliance
North Carolina
$400K -$27.1K -377 -6%
SA
847
SRN Advisors
Pennsylvania
$400K -$1.11M -15,420 -73%
SMA
848
Sage Mountain Advisors
Georgia
$397K +$32.8K +457 +9%
RAM
849
Ramirez Asset Management
New York
$397K +$397K +5,522 New
BL
850
BFSG LLC
California
$396K -$36K -501 -8%