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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 %
HCMG
1001
Howard Capital Management Group
California
$243K
BFA
1002
Bill Few Associates
Pennsylvania
$242K -$719 -10 -0.3%
SIM
1003
Sentry Investment Management
Wisconsin
$240K +$240K +3,346 New
BCG
1004
Breakwater Capital Group
New Jersey
$240K +$240K +3,334 New
SFP
1005
Sandbox Financial Partners
Maryland
$238K +$238K +3,318 New
FCIM
1006
Fairview Capital Investment Management
California
$238K +$238K +3,307 New
AFP
1007
Ausdal Financial Partners
Iowa
$236K +$236K +3,288 New
BOH
1008
Bank of Hawaii
Hawaii
$234K +$234K +3,250 New
SWM
1009
Spire Wealth Management
Virginia
$232K -$21.3K -296 -8%
KSB
1010
Kennebec Savings Bank
Maine
$231K +$231K +3,215 New
TF
1011
Tompkins Financial
New York
$231K +$16.1K +224 +7%
CAL
1012
Capital Analysts LLC
Pennsylvania
$230K
SP
1013
Stablepoint Partners
Massachusetts
$229K -$5.46K -76 -2%
IIC
1014
Ironwood Investment Counsel
Arizona
$229K +$229K +3,187 New
SW
1015
SteelPeak Wealth
California
$229K +$229K +3,182 New
HTC
1016
Haverford Trust Company
Pennsylvania
$228K +$228K +3,172 New
ESB
1017
Essex Savings Bank
Connecticut
$228K +$228K +3,172 New
TFA
1018
Trinity Financial Advisors
Ohio
$228K +$228K +3,211 New
9WM
1019
9258 Wealth Management
Ohio
$226K +$226K +3,149 New
MIC
1020
Means Investment Company
Maine
$226K +$226K +3,139 New
BGA
1021
Battery Global Advisors
Massachusetts
$224K +$224K +3,112 New
EWM
1022
Empirical Wealth Management
Washington
$224K -$66.4K -924 -23%
OKSA
1023
O'Keefe Stevens Advisory
New York
$223K -$43.8K -609 -16%
OPPS
1024
Obsidian Personal Planning Solutions
Maryland
$223K +$223K +2,960 New
BHBT
1025
Burke & Herbert Bank & Trust
Virginia
$222K +$222K +3,092 New