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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 %
CPIA
901
Cornell Pochily Investment Advisors
New York
$513K -$75K -894 -13%
SAM
902
Smartleaf Asset Management
Massachusetts
$513K +$68.9K +833 +16%
AWM
903
Avior Wealth Management
Nebraska
$508K +$9.56K +114 +2%
MGIA
904
Moneta Group Investment Advisors
Missouri
$507K +$15.3K +183 +3%
Fisher Asset Management
905
Fisher Asset Management
Washington
$506K +$27.7K +330 +6%
WF
906
Warner Financial
Maryland
$506K +$506K +6,033 New
GC
907
Grimes & Company
Massachusetts
$504K +$14.3K +171 +3%
SWM
908
SeaCrest Wealth Management
New York
$504K -$93.8K -1,118 -16%
IA
909
IFG Advisors
Missouri
$503K
STB
910
S&T Bank
Pennsylvania
$499K
BFA
911
Bill Few Associates
Pennsylvania
$499K +$2.52K +30 +0.5%
AWM
912
Accurate Wealth Management
Florida
$496K +$69.2K +891 +16%
PWPS
913
Pinnacle Wealth Planning Services
Ohio
$495K +$11.4K +136 +2%
PFS
914
Prospera Financial Services
Texas
$492K +$22.3K +266 +5%
AA
915
Advisory Alpha
Michigan
$491K +$172K +2,045 +54%
MBI
916
May Barnhard Investments
Maryland
$487K +$487K +5,806 New
SIM
917
Studio Investment Management
Illinois
$484K -$47.1K -561 -9%
FBC
918
Fairfield, Bush & Co
Connecticut
$482K -$7.72K -92 -2%
BLC
919
Brown, Lisle/Cummings
Rhode Island
$480K +$88.6K +1,056 +23%
WW
920
Waterfront Wealth
Kansas
$480K -$287K -3,422 -37%
CWP
921
Cyndeo Wealth Partners
Florida
$477K +$3.52K +42 +0.7%
SFWA
922
Summit Financial Wealth Advisors
Louisiana
$476K -$30.8K -367 -6%
LJAC
923
L.J. Altfest & Co
New York
$474K
MWS
924
MFA Wealth Services
California
$472K +$14.8K +177 +3%
FPL
925
Fortress Private Ledger
North Carolina
$470K +$170K +2,031 +57%