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Bank of New York Mellon

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
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
926
Firestone Capital Management
Florida
$416K
AWM
927
Accurate Wealth Management
Florida
$414K +$29.7K +393 +8%
SQA
928
Simon Quick Advisors
New Jersey
$414K +$36K +468 +10%
FHC
929
First Heartland Consultants
Missouri
$414K -$2.31K -30 -0.6%
SAM
930
Smartleaf Asset Management
Massachusetts
$414K +$96.9K +1,257 +31%
VST
931
Van Strum & Towne
California
$413K
PI
932
PFG Investments
New York
$413K -$3.69K -48 -0.9%
TC
933
TwinBeech Capital
New York
$413K -$7.86M -102,240 -95%
IAS
934
Insigneo Advisory Services
Florida
$409K -$13.6K -177 -3%
SMA
935
Sage Mountain Advisors
Georgia
$407K -$17.3K -225 -4%
SC
936
Sapient Capital
Indiana
$406K +$8.68K +113 +2%
FAG
937
Fortitude Advisory Group
Washington
$406K
KA
938
Kovack Advisors
Florida
$405K +$28.1K +366 +7%
SWP
939
Sagespring Wealth Partners
Tennessee
$403K +$403K +5,241 New
PCM
940
Penserra Capital Management
California
$402K +$126K +1,641 +45%
NWAG
941
Net Worth Advisory Group
Utah
$401K +$3.61K +47 +0.9%
IA
942
IFP Advisors
Florida
$399K +$119K +1,547 +42%
BEAM
943
Baker Ellis Asset Management
Washington
$399K
SWA
944
Sax Wealth Advisors
New Jersey
$397K +$397K +5,161 New
SIM
945
Stratos Investment Management
Ohio
$393K +$10.9K +142 +3%
NG
946
Northstar Group
New York
$390K +$7.61K +99 +2%
DWT
947
Dorsey & Whitney Trust
South Dakota
$389K +$22.6K +294 +6%
GIA
948
GHP Investment Advisors
Colorado
$388K
HCM
949
Hutchinson Capital Management
California
$387K
IFA
950
Index Fund Advisors
California
$387K