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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 %
CAM
851
Cidel Asset Management
Ontario, Canada
$543K -$48.8K -635 -8%
PTC
852
Private Trust Company
Ohio
$543K +$66.5K +866 +14%
MFG
853
Merit Financial Group
Georgia
$540K +$310K +4,030 +134%
FFA
854
First Foundation Advisors
California
$540K – – –
CPIA
855
Cornell Pochily Investment Advisors
New York
$539K -$7.15K -93 -1%
CCG
856
Catalina Capital Group
California
$538K +$16.2K +211 +3%
PCS
857
Personal CFO Solutions
New Jersey
$531K +$174K +2,263 +49%
SDAM
858
Shulman DeMeo Asset Management
New York
$531K +$3.15K +41 +0.6%
JFA
859
JNBA Financial Advisors
Minnesota
$530K -$42.1K -548 -7%
BWP
860
BSW Wealth Partners
Colorado
$528K +$4.38K +57 +0.8%
FNBT
861
FineMark National Bank & Trust
Florida
$525K – – –
PWM
862
Perigon Wealth Management
California
$524K +$35.4K +431 +7%
CFM
863
Catalyst Funds Management
Australia
$522K -$76.8K -1,000 -13%
MWM
864
Modern Wealth Management
Kansas
$520K +$72.4K +942 +16%
FNBTCON
865
First National Bank & Trust Co of Newtown
Pennsylvania
$516K – – –
RRA
866
Round Rock Advisors
Connecticut
$515K +$1.08K +14 +0.2%
SFWA
867
Summit Financial Wealth Advisors
Louisiana
$515K – – –
FTF
868
Freedom Together Foundation
New York
$513K -$1.92M -25,000 -79%
CC
869
Courier Capital
New York
$510K +$154 +2 +0%
DS
870
DRW Securities
Illinois
$510K +$510K +6,639 New
KW
871
Keyvantage Wealth
Pennsylvania
$506K +$506K +6,589 New
EWA
872
EP Wealth Advisors
California
$504K +$125K +1,622 +33%
KFGK
873
Keystone Financial Group (Kentucky)
Kentucky
$498K +$77 +1 +0%
AIM
874
Alhambra Investment Management
Florida
$496K – – –
QC
875
Quantessence Capital
New York
$496K +$496K +6,452 New
33 34
35
36 37