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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 %
ST
951
Spinnaker Trust
Maine
$289K
AWC
952
Abundance Wealth Counselors
Pennsylvania
$288K -$21.5K -300 -7%
1WM
953
1900 Wealth Management
Texas
$287K
RC
954
RBO & Co
California
$287K
1WM
955
1858 Wealth Management
Ohio
$286K -$63.5K -883 -18%
LC
956
Lindbrook Capital
California
$286K -$17.6K -245 -6%
FMTCOCP
957
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$285K
HSA
958
HBK Sorce Advisory
Pennsylvania
$285K -$13.2K -183 -4%
LA
959
LM Advisors
California
$282K
BC
960
Barrett & Company
Rhode Island
$282K
EWM
961
Evercore Wealth Management
New York
$281K
PCA
962
Peddock Capital Advisors
Massachusetts
$281K
RWM
963
RKL Wealth Management
Pennsylvania
$279K -$216 -3 -0.1%
BIG
964
Brooklyn Investment Group
New York
$278K +$359 +5 +0.1%
PL
965
Perpetual Ltd
Australia
$278K
GAG
966
GM Advisory Group
New York
$278K
QC
967
Quent Capital
New York
$277K -$84.8K -1,180 -23%
BWM
968
BlackDiamond Wealth Management
New York
$276K -$2.03K -26 -0.7%
NB
969
Northwest Bancshares
Pennsylvania
$275K
CI Investments Inc
970
CI Investments Inc
Ontario, Canada
$274K -$6.62K -92 -2%
MIC
971
Meridian Investment Counsel
California
$273K -$83.9K -1,167 -23%
SVWAG
972
Sound View Wealth Advisors Group
Georgia
$272K +$23.5K +327 +9%
MLA
973
My Legacy Advisors
Oregon
$272K +$272K +3,785 New
JWCA
974
J.W. Cole Advisors
Florida
$271K +$934 +13 +0.3%
CAAS
975
Capital Asset Advisory Services
Michigan
$267K +$8.71K +119 +3%