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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 %
HI
1076
Hudock Inc
Pennsylvania
$296K
KP
1077
Keel Point
Alabama
$295K +$62.8K +749 +27%
TPCW
1078
TD Private Client Wealth
New York
$295K +$106K +1,261 +56%
IAN
1079
Integrated Advisors Network
Texas
$295K -$30.7K -366 -9%
BOH
1080
Bank of Hawaii
Hawaii
$294K +$25.2K +300 +9%
HVIA
1081
Hudson Valley Investment Advisors
New York
$293K -$30.2K -360 -9%
LAM
1082
Longboard Asset Management
Arizona
$291K
CFSG
1083
Clark Financial Services Group
Missouri
$291K +$67.2K +801 +30%
CTC
1084
Central Trust Company
Missouri
$291K +$7.05K +84 +2%
DWM
1085
Drive Wealth Management
Utah
$290K -$4.87K -58 -2%
SW
1086
SteelPeak Wealth
California
$290K -$4.77M -56,898 -94%
RZH
1087
Relyea Zuckerberg Hanson
Connecticut
$289K +$13.3K +158 +5%
MW
1088
Maia Wealth
Colorado
$288K +$19.8K +256 +7%
SW
1089
SMART Wealth
Nebraska
$288K +$288K +3,431 New
WLG
1090
Williamson Legacy Group
Indiana
$287K +$287K +3,427 New
AA
1091
Alta Advisers
United Kingdom
$287K +$287K +3,424 New
MAM
1092
Mystic Asset Management
Rhode Island
$287K -$5.96K -71 -2%
YCG
1093
Yeomans Consulting Group
Georgia
$287K +$287K +3,416 New
LCC
1094
Lincoln Capital Corp
Rhode Island
$286K -$49.1K -585 -15%
HT
1095
Heritage Trust
Oklahoma
$286K
MIC
1096
Meridian Investment Counsel
California
$285K -$33.5K -400 -11%
RCG
1097
Regatta Capital Group
California
$285K -$1.93K -23 -0.7%
TIA
1098
Tiemann Investment Advisors
California
$284K -$21.8K -260 -7%
HCMG
1099
Howard Capital Management Group
California
$284K
MWM
1100
MinichMacGregor Wealth Management
New York
$284K +$284K +3,384 New