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Bank of New York Mellon
BK

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$287M
2
Morgan Stanley
Morgan Stanley
New York
+$239M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$217M
4
UBS Group
UBS Group
Switzerland
+$162M
5
Northern Trust
Northern Trust
Illinois
+$117M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$319M
2
Dodge & Cox
Dodge & Cox
California
-$294M
3
DSA
Davis Selected Advisers
Arizona
-$248M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
5
American Century Companies
American Century Companies
Missouri
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
901
Sherbrooke Park Advisers
New York
$453K -$497K -6,471 -52%
SPC
902
Sigma Planning Corp
Michigan
$450K +$30.1K +392 +7%
MGIA
903
Moneta Group Investment Advisors
Missouri
$450K +$4.23K +55 +0.9%
FBC
904
Fairfield, Bush & Co
Connecticut
$449K – – –
GC
905
Grimes & Company
Massachusetts
$449K +$4.23K +55 +1%
OLA
906
Oliver Luxxe Assets
New Jersey
$449K +$224K +3,018 +100%
PWPS
907
Pinnacle Wealth Planning Services
Ohio
$443K -$136K -1,776 -24%
Fisher Asset Management
908
Fisher Asset Management
Washington
$438K +$78.8K +1,025 +22%
PCA
909
Pallas Capital Advisors
Massachusetts
$435K +$18.2K +237 +4%
LJAC
910
L.J. Altfest & Co
New York
$434K -$14.7K -191 -3%
CWP
911
Cyndeo Wealth Partners
Florida
$434K -$4.07K -53 -0.9%
NWWA
912
New Wave Wealth Advisors
Arkansas
$433K +$433K +5,641 New
LSAG
913
Lake Street Advisors Group
New Hampshire
$431K +$29.3K +382 +7%
Cohen & Steers
914
Cohen & Steers
New York
$431K -$69K -897 -14%
PFS
915
Prospera Financial Services
Texas
$430K +$23.6K +307 +6%
LS
916
Livforsakringsbolaget Skandia
Sweden
$429K -$30.7K -400 -7%
MA
917
Mezzasalma Advisors
New Jersey
$427K +$83.1K +1,081 +24%
RAM
918
Ramirez Asset Management
New York
$424K – – –
PTC
919
Philadelphia Trust Company
Pennsylvania
$423K – – –
FC
920
Farringdon Capital
United Kingdom
$421K +$421K +5,480 New
JCIA
921
Jackson Creek Investment Advisors
Colorado
$421K +$308 +4 +0.1%
OWA
922
One Wealth Advisors
California
$420K +$20.4K +266 +5%
ACM
923
Advisors Capital Management
New Jersey
$419K +$72.1K +938 +21%
MWS
924
MFA Wealth Services
California
$418K +$418K +5,445 New
SC
925
Syon Capital
California
$417K +$10.1K +132 +2%
35 36
37
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