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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 %
MA
926
Mezzasalma Advisors
New Jersey
$322K +$13K +181 +4%
FCH
927
Freestone Capital Holdings
Washington
$321K +$2.08K +29 +0.7%
AWM
928
Avior Wealth Management
Nebraska
$320K -$10.6K -147 -3%
CCP
929
Clarity Capital Partners
California
$317K -$1.08K -15 -0.3%
UB
930
UMB Bank
Missouri
$317K -$7.62K -106 -2%
BWCS
931
Beirne Wealth Consulting Services
Connecticut
$317K
SBIA
932
Sheaff Brock Investment Advisors
Indiana
$316K
OBGC
933
O'Brien Greene & Co
Pennsylvania
$316K
SOS
934
Silver Oak Securities
Tennessee
$313K +$313K +4,370 New
FG
935
Fiduciary Group
Georgia
$307K +$7.55K +105 +3%
LFAS
936
Level Four Advisory Services
Texas
$303K +$13K +173 +4%
VCM
937
Virtue Capital Management
Tennessee
$302K -$299K -4,157 -50%
ST
938
Sageworth Trust
Pennsylvania
$302K +$302K +4,200 New
JWA
939
JFS Wealth Advisors
Pennsylvania
$301K +$1.08K +15 +0.4%
HA
940
Hofer & Associates
California
$301K -$2.16K -30 -0.7%
DPW
941
DiNuzzo Private Wealth
Pennsylvania
$299K +$221K +3,071 +281%
CA
942
Claro Advisors
Massachusetts
$299K +$299K +4,162 New
BBA
943
BLB&B Advisors
Pennsylvania
$296K
PWMAG
944
Pinnacle Wealth Management Advisory Group
New Jersey
$295K -$15.3K -213 -5%
SAM
945
Smartleaf Asset Management
Massachusetts
$295K +$84.3K +1,176 +40%
FCI
946
Financial Counselors Inc
Kansas
$293K +$293K +4,076 New
RCM
947
Radnor Capital Management
Pennsylvania
$291K
BGAI
948
Bruce G. Allen Investments
Colorado
$289K -$11.9K -165 -4%
LFA
949
Laraway Financial Advisors
Minnesota
$289K +$72 +1 +0%
SC
950
Stephenson & Company
California
$289K