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Bank of New York Mellon

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
Name Holding Trade Value Shares
Change
Shares
Change %
HKIM
876
Hayek Kallen Investment Management
Alabama
$494K
GRP
877
Global Retirement Partners
California
$492K +$75.7K +985 +18%
MWM
878
Modera Wealth Management
New Jersey
$490K -$76.5K -996 -13%
CGL
879
Clarius Group LLC
Washington
$488K -$15.1K -197 -3%
SIM
880
Studio Investment Management
Illinois
$486K -$23.7K -308 -5%
BG
881
Bahl & Gaynor
Ohio
$485K -$95.2K -1,239 -16%
WJWM
882
Williams Jones Wealth Management
New York
$484K -$115K -1,503 -19%
FFG
883
Fiduciary Financial Group
California
$482K -$27.6K -366 -5%
RWPA
884
Richard W. Paul & Associates
Michigan
$479K -$22.2K -289 -4%
1C
885
111 Capital
France
$477K +$477K +6,214 New
SLG
886
Stanley-Laman Group
Pennsylvania
$476K
BJL
887
Brighton Jones LLC
Washington
$475K -$8.76K -114 -2%
WPC
888
Wedmont Private Capital
Pennsylvania
$475K +$42.8K +568 +10%
RIA
889
Realta Investment Advisors
Delaware
$474K +$474K +6,165 New
TSW
890
Thompson Siegel & Walmsley
Virginia
$474K -$5.84K -76 -1%
EW
891
Elyxium Wealth
California
$472K +$41.3K +537 +10%
BAM
892
Berkshire Asset Management
Pennsylvania
$467K -$6.09K -71 -1%
EA
893
Ellsworth Advisors
Ohio
$464K +$96.5K +1,256 +26%
QL
894
Quarry LP
New York
$463K -$75.3K -980 -14%
IA
895
IFG Advisors
Missouri
$461K
STB
896
S&T Bank
Pennsylvania
$457K
AWM
897
Avior Wealth Management
Nebraska
$456K +$114K +1,488 +33%
OAM
898
Oppenheimer Asset Management
New York
$455K -$299K -3,891 -40%
BFA
899
Bill Few Associates
Pennsylvania
$455K +$195K +2,543 +75%
CF
900
Centaurus Financial
California
$453K -$24.3K -316 -5%