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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 %
SIM
926
Stratos Investment Management
Ohio
$469K +$40.7K +485 +9%
LS
927
Livforsakringsbolaget Skandia
Sweden
$468K
BAM
928
Berkshire Asset Management
Pennsylvania
$465K
RAM
929
Ramirez Asset Management
New York
$463K
PTC
930
Philadelphia Trust Company
Pennsylvania
$461K
DO
931
denkapparat Operations
Germany
$459K +$52.2K +622 +13%
SPC
932
Sigma Planning Corp
Michigan
$459K -$32.9K -392 -7%
MCC
933
Money Concepts Capital
Florida
$459K +$459K +5,468 New
JCIA
934
Jackson Creek Investment Advisors
Colorado
$455K -$3.86K -46 -0.8%
FCM
935
Firestone Capital Management
Florida
$454K
ACM
936
Advisors Capital Management
New Jersey
$453K -$4.86K -58 -1%
VST
937
Van Strum & Towne
California
$451K
MA
938
Mezzasalma Advisors
New Jersey
$446K -$20K -239 -4%
NWAG
939
Net Worth Advisory Group
Utah
$445K +$7.47K +89 +2%
KW
940
Keyvantage Wealth
Pennsylvania
$445K -$108K -1,286 -20%
SC
941
Sapient Capital
Indiana
$443K -$335 -4 -0.1%
SWA
942
Sax Wealth Advisors
New Jersey
$443K +$9.81K +117 +2%
JFA
943
JNBA Financial Advisors
Minnesota
$438K -$141K -1,686 -24%
KA
944
Kovack Advisors
Florida
$437K -$4.78K -57 -1%
MWM
945
Modera Wealth Management
New Jersey
$437K -$98.6K -1,176 -18%
BEAM
946
Baker Ellis Asset Management
Washington
$435K
FMII
947
Farmers & Merchants Investments Inc
Nebraska
$429K +$16.8K +200 +4%
DWT
948
Dorsey & Whitney Trust
South Dakota
$428K +$3.77K +45 +0.9%
AIM
949
Aigen Investment Management
New York
$425K +$425K +5,071 New
BAM
950
Blueshift Asset Management
New Jersey
$424K -$415K -4,948 -49%