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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 %
OBGC
1001
O'Brien Greene & Co
Pennsylvania
$368K
BGAI
1002
Bruce G. Allen Investments
Colorado
$366K +$7.38K +88 +2%
MLA
1003
My Legacy Advisors
Oregon
$366K +$23.7K +283 +7%
CA
1004
Clearstead Advisors
Ohio
$364K -$360K -4,291 -50%
CHP
1005
Cable Hill Partners
Oregon
$363K +$2.75K +34 +0.8%
GLF
1006
Groupe la Francaise
France
$363K -$39.2K -464 -10%
M1FG
1007
Mach-1 Financial Group
Arkansas
$361K +$361K +4,303 New
HAM
1008
Hickory Asset Management
Ohio
$359K -$3.36K -40 -0.9%
HCM
1009
Howard Capital Management
Georgia
$359K -$55.2K -658 -13%
WBCM
1010
Wilson & Boucher Capital Management
California
$358K -$16.8K -200 -4%
HA
1011
Hofer & Associates
California
$357K +$1.34K +16 +0.4%
CCFM
1012
Clear Creek Financial Management
Washington
$354K -$66K -787 -16%
1WM
1013
1858 Wealth Management
Ohio
$354K +$20.4K +243 +6%
Fuller & Thaler Asset Management
1014
Fuller & Thaler Asset Management
California
$354K -$262K -3,125 -43%
FG
1015
Fiduciary Group
Georgia
$354K -$3.86K -46 -1%
JWA
1016
JFS Wealth Advisors
Pennsylvania
$353K +$1.01K +12 +0.3%
CA
1017
Claro Advisors
Massachusetts
$353K +$22.6K +269 +7%
OCBCO
1018
Oversea-Chinese Banking Corp (OCBC)
Singapore
$351K +$108K +1,284 +44%
PWMAG
1019
Pinnacle Wealth Management Advisory Group
New Jersey
$351K +$7.97K +95 +2%
FCI
1020
Financial Counselors Inc
Kansas
$350K -$7.3K -87 -2%
DPW
1021
DiNuzzo Private Wealth
Pennsylvania
$350K +$419 +5 +0.1%
MME
1022
Meag Munich Ergo
Germany
$350K -$47.1K -561 -12%
SC
1023
Sepio Capital
Utah
$350K
BMCM
1024
Burns Matteson Capital Management
New York
$349K +$81.6K +973 +30%
CAU
1025
Caxton Associates (UK)
$348K +$348K +4,153 New