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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 %
SS
826
Sunbelt Securities
Texas
$664K +$38.7K +461 +6%
BIG
827
Builder Investment Group
Georgia
$663K
HI
828
Hendershot Investments
Virginia
$660K
RCM
829
RB Capital Management
Nevada
$659K -$1.01K -12 -0.2%
CWA
830
Crux Wealth Advisors
California
$657K +$272K +3,238 +70%
SQA
831
Simon Quick Advisors
New Jersey
$653K +$201K +2,398 +44%
CT
832
Chicago Trust
Illinois
$645K
RWM
833
RKL Wealth Management
Pennsylvania
$644K +$503 +6 +0.1%
FPAS
834
Focus Partners Advisor Solutions
Missouri
$642K +$332K +3,953 +107%
AUB
835
Atlantic Union Bankshares
Virginia
$641K -$7.55K -90 -1%
CAM
836
Congress Asset Management
Massachusetts
$640K
VCM
837
Virtue Capital Management
Tennessee
$635K +$309K +3,686 +95%
EB
838
Exchange Bank
California
$634K -$8.39K -100 -1%
TL
839
Tradewinds LLC
North Carolina
$629K +$28.9K +344 +5%
GLR
840
Great Lakes Retirement
Ohio
$623K -$18.9K -225 -3%
PCIA
841
Prime Capital Investment Advisors
Kansas
$617K +$219K +2,612 +55%
SFM
842
Signet Financial Management
New Jersey
$617K -$45K -536 -7%
EBSAM
843
Eubel Brady & Suttman Asset Management
Ohio
$616K -$139K -1,660 -18%
AIC
844
Argus Investors Counsel
New York
$613K -$24.5K -292 -4%
LWM
845
Lionshead Wealth Management
New York
$612K -$124K -1,473 -17%
SWP
846
Sagespring Wealth Partners
Tennessee
$610K +$170K +2,030 +39%
PTC
847
Private Trust Company
Ohio
$610K +$16.7K +199 +3%
CI
848
Cigna Investments
Connecticut
$609K -$23.8K -284 -4%
BMC
849
Benin Management Corp
Connecticut
$608K -$263K -3,130 -30%
KWM
850
Kingsman Wealth Management
Florida
$604K +$604K +7,200 New