BK icon

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 %
EWA
876
EP Wealth Advisors
California
$559K +$8.56K +102 +2%
SA
877
SRN Advisors
Pennsylvania
$557K -$707K -8,425 -56%
CC
878
Courier Capital
New York
$555K -$1.59K -19 -0.3%
WPC
879
Wedmont Private Capital
Pennsylvania
$550K +$60.8K +783 +12%
CF
880
Centaurus Financial
California
$548K +$53.3K +636 +11%
BJL
881
Brighton Jones LLC
Washington
$541K +$22.5K +268 +4%
AR
882
Apeiron RIA
Texas
$540K -$108K -1,284 -17%
HKIM
883
Hayek Kallen Investment Management
Alabama
$539K
SC
884
Syon Capital
California
$539K +$82.9K +989 +18%
CAM
885
Cidel Asset Management
Ontario, Canada
$536K -$57.6K -687 -10%
VCM
886
Versant Capital Management
Arizona
$534K +$279K +3,324 +109%
FMLI
887
Fukoku Mutual Life Insurance
Japan
$533K -$85.5K -1,019 -14%
IWA
888
IVC Wealth Advisors
Pennsylvania
$531K -$95.6K -1,140 -15%
CGL
889
Clarius Group LLC
Washington
$531K -$1.85K -22 -0.3%
WJWM
890
Williams Jones Wealth Management
New York
$529K
PTC
891
Petrus Trust Company
Texas
$520K -$146K -1,739 -22%
SLG
892
Stanley-Laman Group
Pennsylvania
$520K
AC
893
Addison Capital
Pennsylvania
$519K -$204K -2,438 -28%
RWPA
894
Richard W. Paul & Associates
Michigan
$519K -$3.86K -46 -0.7%
AIM
895
Alhambra Investment Management
Florida
$518K -$23.5K -280 -4%
TSW
896
Thompson Siegel & Walmsley
Virginia
$517K
AI
897
Atom Investors
Texas
$516K -$3.2M -38,191 -86%
QL
898
Quarry LP
New York
$515K +$8.81K +105 +2%
OAM
899
Oppenheimer Asset Management
New York
$514K +$17.9K +213 +4%
SPA
900
Sherbrooke Park Advisers
New York
$514K +$19.9K +237 +4%