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Bank of New York Mellon

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
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
1076
Longboard Asset Management
Arizona
$267K +$267K +3,474 New
BWM
1077
BlackDiamond Wealth Management
New York
$265K -$6.45K -84 -2%
CAG
1078
Csenge Advisory Group
Florida
$263K -$84.4K -1,098 -24%
RCG
1079
Regatta Capital Group
California
$262K -$9.45K -123 -3%
HT
1080
Heritage Trust
Oklahoma
$262K +$262K +3,406 New
NL
1081
NWAM LLC
Washington
$261K -$999 -13 -0.4%
MIM
1082
Marco Investment Management
Georgia
$261K
HCMG
1083
Howard Capital Management Group
California
$260K
CTC
1084
Central Trust Company
Missouri
$260K -$15.4K -200 -6%
SDWMA
1085
Schneider Downs Wealth Management Advisors
Pennsylvania
$260K -$19K -247 -7%
LNB
1086
Ledyard National Bank
$258K -$97.5K -1,269 -27%
BCG
1087
Breakwater Capital Group
New Jersey
$258K +$1.92K +25 +0.7%
PCM
1088
Prelude Capital Management
New York
$257K -$1.68M -21,878 -87%
DC
1089
Diametric Capital
Massachusetts
$256K +$256K +3,334 New
AFP
1090
Ausdal Financial Partners
Iowa
$255K +$2.46K +32 +1%
CAL
1091
Capital Analysts LLC
Pennsylvania
$255K +$9.15K +119 +4%
PDL
1092
Portfolio Design Labs
California
$255K +$255K +3,319 New
FCIM
1093
Fairview Capital Investment Management
California
$254K
SFP
1094
Sandbox Financial Partners
Maryland
$254K -$1.31K -17 -0.5%
OPPS
1095
Obsidian Personal Planning Solutions
Maryland
$253K -$1.2K -14 -0.5%
TWM
1096
Tolleson Wealth Management
Texas
$253K +$253K +3,289 New
RZH
1097
Relyea Zuckerberg Hanson
Connecticut
$252K +$252K +3,284 New
HSA
1098
HBK Sorce Advisory
Pennsylvania
$251K -$53.9K -701 -18%
MCM
1099
MV Capital Management
Maryland
$250K +$49.1K +639 +24%
FBT
1100
First Bank & Trust
South Dakota
$249K -$14.4K -188 -5%