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Bank of New York Mellon

1,240 hedge funds and large institutions have $37.5B invested in Bank of New York Mellon in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 446 increasing their positions, 448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,240
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
18.03%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
104
Increased
446
Reduced
448
Closed
90
Calls
$205M
Puts
$164M
Net Calls
+$40.9M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BFWM
901
Bright Futures Wealth Management
New York
$280K +$2.53K +40 +0.9%
BLC
902
Brown, Lisle/Cummings
Rhode Island
$279K
GCA
903
Genesee Capital Advisors
New York
$279K
GP
904
Girard Partners
Pennsylvania
$277K +$60 +1 +0%
MCA
905
Martin Capital Advisors
Texas
$276K
NLP
906
Next Level Private
New York
$276K +$2.88K +48 +1%
AWM
907
Avior Wealth Management
Nebraska
$275K -$267K -4,456 -49%
OWA
908
One Wealth Advisors
California
$275K -$4.02K -63 -1%
DWT
909
Dorsey & Whitney Trust
South Dakota
$275K -$52.6K -878 -16%
WBCM
910
Wilson & Boucher Capital Management
California
$273K -$7.49K -125 -3%
SWA
911
Sax Wealth Advisors
New Jersey
$272K +$272K +4,546 New
UB
912
UMB Bank
Missouri
$270K +$34.9K +583 +15%
ACS
913
Archford Capital Strategies
Illinois
$266K -$1.62K -27 -0.6%
FCH
914
Freestone Capital Holdings
Washington
$266K +$5.87K +98 +2%
CCP
915
Clarity Capital Partners
California
$265K +$1.62K +27 +0.6%
BWCS
916
Beirne Wealth Consulting Services
Connecticut
$264K
SBIA
917
Sheaff Brock Investment Advisors
Indiana
$264K
OBGC
918
O'Brien Greene & Co
Pennsylvania
$263K
HI
919
Hudock Inc
Pennsylvania
$263K +$263K +4,387 New
BJL
920
Brighton Jones LLC
Washington
$259K +$5.45K +91 +2%
MHS
921
M Holdings Securities
Oregon
$259K +$259K +4,326 New
PWMAG
922
Pinnacle Wealth Management Advisory Group
New Jersey
$259K +$5.99K +100 +2%
AWC
923
Abundance Wealth Counselors
Pennsylvania
$258K -$17.9K -300 -7%
MA
924
Mezzasalma Advisors
New Jersey
$257K -$46.4K -774 -15%
DTL
925
Dynamic Technology Lab
Singapore
$257K +$257K +4,293 New