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Bank of New York Mellon
BK

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$287M
2
Morgan Stanley
Morgan Stanley
New York
+$239M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$217M
4
UBS Group
UBS Group
Switzerland
+$162M
5
Northern Trust
Northern Trust
Illinois
+$117M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$319M
2
Dodge & Cox
Dodge & Cox
California
-$294M
3
DSA
Davis Selected Advisers
Arizona
-$248M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
5
American Century Companies
American Century Companies
Missouri
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
951
J.W. Cole Advisors
Florida
$386K +$96K +1,249 +33%
FA
952
FDx Advisors
Illinois
$386K -$109K -1,422 -22%
G
953
GenTrust
Florida
$386K +$1.77K +23 +0.5%
CCFM
954
Clear Creek Financial Management
Washington
$385K -$33.5K -436 -8%
VF
955
Virtu Financial
New York
$385K -$127K -1,649 -25%
AC
956
Avestar Capital
New York
$385K -$230 -3 -0.1%
MIP
957
Marietta Investment Partners
Wisconsin
$384K +$384K +5,001 New
SA
958
Sicart Associates
New York
$384K – – –
RPC
959
Rossmore Private Capital
Connecticut
$384K – – –
CWA
960
CM Wealth Advisors
Ohio
$384K – – –
MA
961
Mutual Advisors
Nebraska
$383K -$247 -3 -0.1%
FC
962
FORA Capital
Florida
$382K +$382K +4,978 New
MIM
963
Morningstar Investment Management
Illinois
$380K -$1.15M -14,914 -75%
HCM
964
Howard Capital Management
Georgia
$379K +$19.4K +252 +5%
BHWM
965
Bar Harbor Wealth Management
New Hampshire
$379K – – –
FMII
966
Farmers & Merchants Investments Inc
Nebraska
$378K – – –
TPI
967
Trust Point Inc
Wisconsin
$377K -$8.45K -110 -2%
AG
968
AlTi Global
New York
$376K +$376K +4,888 New
DO
969
denkapparat Operations
Germany
$372K +$372K +4,848 New
IIM
970
Ironwood Investment Management
Massachusetts
$372K – – –
MEAC
971
M.E. Allison & Co
Texas
$371K +$371K +4,834 New
PCMC
972
Paragon Capital Management (Colorado)
Colorado
$367K -$6.3K -82 -2%
WBG
973
Wharton Business Group
Pennsylvania
$367K – – –
GLF
974
Groupe la Francaise
France
$366K +$366K +4,756 New
LRIA
975
Leonard Rickey Investment Advisors
Washington
$366K +$3.84K +50 +1%
37 38
39
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