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Bank of New York Mellon
BK

Overview Fund Activity

1,421 hedge funds and large institutions have $47.7B invested in Bank of New York Mellon in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 465 increasing their positions, 486 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,421
Holders Change
+145
Holders Change %
+11.36%
% of All Funds
18.91%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
230
Increased
465
Reduced
486
Closed
57
Calls
$399M
Puts
$279M
Net Calls
+$120M
Net Calls Change
+$12.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$287M
2
Morgan Stanley
Morgan Stanley
New York
+$239M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$217M
4
UBS Group
UBS Group
Switzerland
+$162M
5
Northern Trust
Northern Trust
Illinois
+$117M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$319M
2
Dodge & Cox
Dodge & Cox
California
-$294M
3
DSA
Davis Selected Advisers
Arizona
-$248M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
5
American Century Companies
American Century Companies
Missouri
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
826
RKL Wealth Management
Pennsylvania
$589K +$291K +3,782 +97%
EB
827
Exchange Bank
California
$588K -$230 -3 -0%
GLR
828
Great Lakes Retirement
Ohio
$588K +$588K +7,655 New
CAM
829
Congress Asset Management
Massachusetts
$586K – – –
AIC
830
Argus Investors Counsel
New York
$584K +$584K +7,602 New
MFS
831
Miller Financial Services
Michigan
$583K +$583K +7,591 New
CI
832
Cigna Investments
Connecticut
$580K -$6.84K -89 -1%
SS
833
Sunbelt Securities
Texas
$575K +$534K +6,921 +1,298%
IWA
834
IVC Wealth Advisors
Pennsylvania
$574K +$12.8K +167 +2%
RWA
835
Redhawk Wealth Advisors
Minnesota
$569K +$569K +7,409 New
FMLI
836
Fukoku Mutual Life Insurance
Japan
$566K – – –
Fuller & Thaler Asset Management
837
Fuller & Thaler Asset Management
California
$565K -$103K -1,340 -15%
DADC
838
D.A. Davidson & Co
Montana
$563K +$1.69K +22 +0.3%
ACM
839
Argent Capital Management
Missouri
$559K – – –
AWE
840
Avidian Wealth Enterprises
Texas
$559K +$19K +247 +4%
OFG
841
Oxford Financial Group
Indiana
$558K +$3.15K +41 +0.6%
BMCM
842
Bryn Mawr Capital Management
Pennsylvania
$553K – – –
EWM
843
Empirical Wealth Management
Washington
$551K +$312K +4,065 +131%
GL
844
Graypoint LLC
New York
$549K -$65K -846 -11%
SWM
845
SeaCrest Wealth Management
New York
$547K +$22.7K +295 +4%
KFP
846
KMG Fiduciary Partners
Ohio
$545K -$1.69K -22 -0.3%
FGA
847
Fortis Group Advisors
New Jersey
$545K – – –
ME
848
McIlrath & Eck
Washington
$545K +$17.7K +231 +3%
MSWM
849
McGlone Suttner Wealth Management
Wisconsin
$544K +$31.8K +414 +6%
AIP
850
Ameritas Investment Partners
Nebraska
$544K -$30K -391 -5%
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