BK icon

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 %
DWT
901
Dorsey & Whitney Trust
South Dakota
$342K +$12.8K +178 +4%
WSC
902
Wellington Shields & Co
New York
$341K
JCM
903
Janney Capital Management
Pennsylvania
$340K +$4.1K +57 +1%
MME
904
Meag Munich Ergo
Germany
$340K +$340K +4,731 New
AWA
905
Arkadios Wealth Advisors
Georgia
$339K +$339K +4,717 New
LRIA
906
Leonard Rickey Investment Advisors
Washington
$339K -$6.32K -88 -2%
HVIA
907
Hudson Valley Investment Advisors
New York
$338K -$133K -1,855 -28%
NLP
908
Next Level Private
New York
$337K +$6.61K +92 +2%
DBIA
909
Dumont & Blake Investment Advisors
New Jersey
$337K -$386K -5,373 -53%
HCM
910
Howard Capital Management
Georgia
$337K +$337K +4,684 New
Fisher Asset Management
911
Fisher Asset Management
Washington
$336K -$28.4K -395 -8%
BFWM
912
Bright Futures Wealth Management
New York
$336K -$759 -10 -0.2%
BLC
913
Brown, Lisle/Cummings
Rhode Island
$335K
GCA
914
Genesee Capital Advisors
New York
$335K
CAG
915
Csenge Advisory Group
Florida
$335K +$335K +4,517 New
PCS
916
Personal CFO Solutions
New Jersey
$334K -$351K -4,883 -51%
UF
917
Univest Financial
Pennsylvania
$333K +$333K +4,631 New
LNB
918
Ledyard National Bank
$333K +$57.3K +798 +21%
USCWA
919
U.S. Capital Wealth Advisors
Texas
$332K +$29.1K +405 +10%
MCA
920
Martin Capital Advisors
Texas
$331K
BAM
921
Berkshire Asset Management
Pennsylvania
$330K
CHP
922
Cable Hill Partners
Oregon
$329K -$36.7K -511 -10%
WBCM
923
Wilson & Boucher Capital Management
California
$328K
ACM
924
Advisors Capital Management
New Jersey
$325K +$74K +1,029 +29%
RCA
925
Resonant Capital Advisors
Wisconsin
$322K +$18.4K +256 +6%