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 %
BBA
1051
Baader Bank Aktiengesellschaft
Germany
$321K +$16.3K +197 +5%
FA
1052
FDx Advisors
Illinois
$320K -$102K -1,210 -24%
NW
1053
NewEdge Wealth
Pennsylvania
$317K +$317K +3,775 New
CIA
1054
Capital Investment Advisors
Georgia
$317K +$80.7K +962 +34%
MPM
1055
MBB Public Markets
Illinois
$316K +$316K +3,771 New
APW
1056
Austin Private Wealth
Texas
$314K +$7.05K +84 +2%
IC
1057
Iconiq Capital
California
$314K +$51.1K +609 +19%
HIIFS
1058
Harel Insurance Investments & Financial Services
Israel
$313K -$60K -716 -16%
WCP
1059
Welch Capital Partners
New York
$310K
MHC
1060
Meyer Handelman Company
New York
$310K -$1.09K -13 -0.4%
BWM
1061
BlackDiamond Wealth Management
New York
$307K +$10.6K +123 +4%
PPW
1062
Parcion Private Wealth
Washington
$307K +$84.9K +1,012 +38%
PP
1063
PDS Planning
Ohio
$307K +$49.1K +585 +19%
LGA
1064
Lebenthal Global Advisors
New York
$307K -$70.5K -840 -19%
BIG
1065
Brookwood Investment Group
Arizona
$306K +$306K +3,653 New
LC
1066
Lindbrook Capital
California
$306K +$252 +3 +0.1%
PCM
1067
Prelude Capital Management
New York
$305K +$24.2K +288 +9%
SOS
1068
Silver Oak Securities
Tennessee
$304K -$827 -10 -0.3%
ICP
1069
Interchange Capital Partners
Pennsylvania
$304K +$304K +3,626 New
LFA
1070
Legacy Financial Advisors
Kentucky
$303K +$303K +3,614 New
TPCM
1071
Templeton & Phillips Capital Management
Tennessee
$302K
BTW
1072
Boston Trust Walden
Massachusetts
$300K
FCP
1073
Fidelis Capital Partners
Florida
$299K +$8.57K +109 +3%
MWM
1074
Meridian Wealth Management
Kentucky
$297K +$297K +3,540 New
AO
1075
Advisor OS
Illinois
$296K +$296K +3,531 New