BK icon

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 %
RCA
951
Resonant Capital Advisors
Wisconsin
$423K +$33.5K +400 +9%
GIA
952
GHP Investment Advisors
Colorado
$423K
HCM
953
Hutchinson Capital Management
California
$422K
G
954
GenTrust
Florida
$421K -$503 -6 -0.1%
NG
955
Northstar Group
New York
$421K -$4.78K -57 -1%
UAG
956
United Advisor Group
Ohio
$420K -$279K -3,325 -40%
CWA
957
CM Wealth Advisors
Ohio
$419K
SA
958
Sicart Associates
New York
$419K
CLOS
959
Compagnie Lombard Odier SCmA
Switzerland
$419K +$419K +5,000 New
BWP
960
BSW Wealth Partners
Colorado
$415K -$161K -1,924 -28%
BHWM
961
Bar Harbor Wealth Management
New Hampshire
$414K
WDC
962
Woodward Diversified Capital
California
$408K +$22.6K +269 +6%
IIM
963
Ironwood Investment Management
Massachusetts
$407K
MEAC
964
M.E. Allison & Co
Texas
$405K +$84 +1 +0%
CCG
965
Catalina Capital Group
California
$404K -$184K -2,195 -31%
PCMC
966
Paragon Capital Management (Colorado)
Colorado
$403K +$2.18K +26 +0.5%
TPI
967
Trust Point Inc
Wisconsin
$402K -$9.39K -112 -2%
WBG
968
Wharton Business Group
Pennsylvania
$401K
BIG
969
Brooklyn Investment Group
New York
$401K +$80.6K +961 +25%
NB
970
Northwest Bancshares
Pennsylvania
$401K +$80.1K +955 +25%
FAG
971
Fortitude Advisory Group
Washington
$400K
NLP
972
Next Level Private
New York
$400K +$5.45K +65 +1%
WSC
973
Wellington Shields & Co
New York
$398K
SMA
974
Sage Mountain Advisors
Georgia
$396K -$48.1K -573 -11%
JCM
975
Janney Capital Management
Pennsylvania
$392K