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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 %
HCM
876
Hutchinson Capital Management
California
$362K -$23.4K -325 -6%
IFA
877
Index Fund Advisors
California
$362K
TPI
878
Trust Point Inc
Wisconsin
$361K -$6.54K -91 -2%
AC
879
Avestar Capital
New York
$360K -$41K -570 -10%
SA
880
Sicart Associates
New York
$359K -$359K -5,000 -50%
RPC
881
Rossmore Private Capital
Connecticut
$359K
CWA
882
CM Wealth Advisors
Ohio
$359K +$359K +5,000 New
G
883
GenTrust
Florida
$359K +$359K +5,000 New
NG
884
Northstar Group
New York
$357K +$1.22K +17 +0.3%
SIM
885
Stratos Investment Management
Ohio
$357K +$7.47K +104 +2%
MA
886
Mutual Advisors
Nebraska
$356K +$14.2K +186 +4%
EWA
887
EP Wealth Advisors
California
$355K +$74.6K +1,038 +27%
BHWM
888
Bar Harbor Wealth Management
New Hampshire
$355K
SQA
889
Simon Quick Advisors
New Jersey
$354K +$17.1K +238 +5%
FMII
890
Farmers & Merchants Investments Inc
Nebraska
$353K
FIM
891
Freedom Investment Management
Connecticut
$353K -$31.4K -437 -8%
KA
892
Kovack Advisors
Florida
$352K -$79.8K -1,111 -18%
LCC
893
Lincoln Capital Corp
Rhode Island
$352K
PCMC
894
Paragon Capital Management (Colorado)
Colorado
$349K +$2.52K +35 +0.7%
IIM
895
Ironwood Investment Management
Massachusetts
$348K
FFA
896
Farther Finance Advisors
California
$348K +$62.7K +872 +22%
GWM
897
Gitterman Wealth Management
New Jersey
$345K +$345K +4,799 New
EA
898
Ellsworth Advisors
Ohio
$344K +$94.9K +1,320 +38%
CMBA
899
C.M. Bidwell & Associates
Hawaii
$343K -$8.26K -115 -2%
WBG
900
Wharton Business Group
Pennsylvania
$343K