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Bank of New York Mellon

1,243 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 404 increasing their positions, 461 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+86
Holders Change %
+7.43%
% of All Funds
18.02%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
162
Increased
404
Reduced
461
Closed
62
Calls
$227M
Puts
$161M
Net Calls
+$66.3M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
901
Avestar Capital
New York
$269K +$269K +4,663 New
GCA
902
Genesee Capital Advisors
New York
$269K
GP
903
Girard Partners
Pennsylvania
$267K
SIM
904
Stratos Investment Management
Ohio
$266K +$266K +4,620 New
AWC
905
Abundance Wealth Counselors
Pennsylvania
$266K
MCA
906
Martin Capital Advisors
Texas
$265K -$38K -660 -13%
SWM
907
Spire Wealth Management
Virginia
$265K -$6.86K -119 -3%
MFG
908
Merit Financial Group
Georgia
$265K +$25K +439 +10%
WPC
909
Wedmont Private Capital
Pennsylvania
$263K +$9.67K +169 +4%
NLP
910
Next Level Private
New York
$262K +$403 +7 +0.2%
BFWM
911
Bright Futures Wealth Management
New York
$262K +$262K +4,395 New
LSAG
912
Lake Street Advisors Group
New Hampshire
$261K +$1.04K +18 +0.4%
PRC
913
Pearl River Capital
Michigan
$260K +$260K +4,513 New
SC
914
Searle & Co
Connecticut
$259K
Fisher Asset Management
915
Fisher Asset Management
Washington
$259K +$864 +15 +0.3%
CWP
916
Cyndeo Wealth Partners
Florida
$258K -$18.7K -324 -7%
ACS
917
Archford Capital Strategies
Illinois
$258K -$749 -13 -0.3%
1IA
918
1620 Investment Advisors
Massachusetts
$256K +$256K +4,938 New
SQA
919
Simon Quick Advisors
New Jersey
$255K +$26.1K +453 +11%
BWCS
920
Beirne Wealth Consulting Services
Connecticut
$254K -$46.5K -807 -15%
SBIA
921
Sheaff Brock Investment Advisors
Indiana
$254K
CCP
922
Clarity Capital Partners
California
$254K
CFM
923
Catalyst Funds Management
Australia
$254K +$254K +4,400 New
OBGC
924
O'Brien Greene & Co
Pennsylvania
$253K
BIP
925
Blueprint Investment Partners
North Carolina
$253K -$3.57K -62 -1%