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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 %
PCS
851
Personal CFO Solutions
New Jersey
$597K +$17.6K +210 +3%
RIA
852
Realta Investment Advisors
Delaware
$596K +$78.5K +936 +15%
OFG
853
Oxford Financial Group
Indiana
$595K -$14K -167 -2%
KFP
854
KMG Fiduciary Partners
Ohio
$594K -$1.68K -20 -0.3%
EW
855
Elyxium Wealth
California
$593K +$78.5K +936 +15%
NWWA
856
New Wave Wealth Advisors
Arkansas
$593K +$120K +1,427 +25%
OAM
857
Oxford Asset Management
United Kingdom
$591K +$591K +7,051 New
FFA
858
First Foundation Advisors
California
$589K
KFGK
859
Keystone Financial Group (Kentucky)
Kentucky
$588K +$42.3K +503 +8%
WA
860
Wealthstar Advisors
Texas
$586K +$586K +6,992 New
AIP
861
Ameritas Investment Partners
Nebraska
$584K -$10.2K -122 -2%
FFS
862
Founders Financial Securities
Maryland
$583K -$31.1K -394 -5%
SDAM
863
Shulman DeMeo Asset Management
New York
$582K +$3.1K +37 +0.5%
FIM
864
Freedom Investment Management
Connecticut
$579K +$179K +2,137 +45%
FNBT
865
FineMark National Bank & Trust
Florida
$573K
KIM
866
Kane Investment Management
California
$570K +$570K +6,800 New
FGA
867
Fortis Group Advisors
New Jersey
$567K -$28.7K -342 -5%
TFA
868
Tranquilli Financial Advisor
New Jersey
$566K -$275K -3,276 -33%
PWM
869
Perigon Wealth Management
California
$565K +$31.2K +372 +6%
MWM
870
Modern Wealth Management
Kansas
$564K -$4.36K -52 -0.8%
FNBTCON
871
First National Bank & Trust Co of Newtown
Pennsylvania
$563K
RRA
872
Round Rock Advisors
Connecticut
$563K +$755 +9 +0.1%
ACM
873
Argent Capital Management
Missouri
$562K -$48.6K -580 -8%
RA
874
Ransom Advisory
Rhode Island
$561K +$561K +6,692 New
FTF
875
Freedom Together Foundation
New York
$560K