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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 %
WBCM
1001
Wilson & Boucher Capital Management
California
$343K -$7.68K -100 -2%
CHP
1002
Cable Hill Partners
Oregon
$343K -$9.53K -124 -3%
WFC
1003
Western Financial Corp
California
$342K +$342K +4,454 New
NCFG
1004
New Century Financial Group
New Jersey
$342K +$342K +4,446 New
HIIFS
1005
Harel Insurance Investments & Financial Services
Israel
$342K +$342K +4,451 New
FCH
1006
Freestone Capital Holdings
Washington
$341K -$2K -26 -0.6%
TCM
1007
Tradewinds Capital Management
Washington
$341K +$333K +4,339 +4,339%
BWCS
1008
Beirne Wealth Consulting Services
Connecticut
$338K – – –
SBIA
1009
Sheaff Brock Investment Advisors
Indiana
$338K – – –
OBGC
1010
O'Brien Greene & Co
Pennsylvania
$337K – – –
MLA
1011
My Legacy Advisors
Oregon
$335K +$24.4K +298 +8%
HAM
1012
Hickory Asset Management
Ohio
$332K +$332K +4,320 New
BGAI
1013
Bruce G. Allen Investments
Colorado
$329K +$19.7K +256 +6%
SW
1014
Simplicity Wealth
New Jersey
$329K +$58.2K +757 +22%
CNBOF
1015
City National Bank of Florida
Florida
$329K +$329K +4,277 New
FG
1016
Fiduciary Group
Georgia
$328K – – –
FCI
1017
Financial Counselors Inc
Kansas
$327K +$14.1K +184 +5%
HA
1018
Hofer & Associates
California
$326K +$4K +52 +1%
JWA
1019
JFS Wealth Advisors
Pennsylvania
$323K +$461 +6 +0.1%
SC
1020
Sepio Capital
Utah
$320K -$111K -1,442 -26%
DPW
1021
DiNuzzo Private Wealth
Pennsylvania
$320K +$154 +2 +0%
CAAS
1022
Capital Asset Advisory Services
Michigan
$320K +$39.5K +513 +14%
PFW
1023
Petros Family Wealth
Minnesota
$316K +$316K +4,118 New
CIM
1024
Cambria Investment Management
California
$315K +$315K +4,095 New
FCP
1025
Fidelis Capital Partners
Florida
$315K +$26.9K +316 +9%
39 40
41
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