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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 %
TFA
1101
Trinity Financial Advisors
Ohio
$249K – – –
EWA
1102
Exencial Wealth Advisors
Oklahoma
$248K -$23.3K -303 -9%
TF
1103
Tompkins Financial
New York
$247K – – –
PW
1104
PUREfi Wealth
Massachusetts
$247K +$247K +3,210 New
OL
1105
Optas LLC
Texas
$246K +$12.7K +165 +5%
BOH
1106
Bank of Hawaii
Hawaii
$246K -$3.84K -50 -2%
GVAG
1107
Great Valley Advisor Group
Delaware
$246K +$11.4K +148 +5%
BMCM
1108
Burns Matteson Capital Management
New York
$245K +$245K +3,193 New
ESB
1109
Essex Savings Bank
Connecticut
$245K +$1.61K +21 +0.7%
SP
1110
Stablepoint Partners
Massachusetts
$245K – – –
AC
1111
ASB Consultores
Florida
$245K +$245K +3,188 New
KSB
1112
Kennebec Savings Bank
Maine
$245K – – –
MIC
1113
Means Investment Company
Maine
$242K +$384 +5 +0.2%
AWC
1114
Abundance Wealth Counselors
Pennsylvania
$241K -$67K -873 -22%
IC
1115
Iconiq Capital
California
$240K +$240K +3,129 New
BGA
1116
Battery Global Advisors
Massachusetts
$239K – – –
OKSA
1117
O'Keefe Stevens Advisory
New York
$239K – – –
IIC
1118
Ironwood Investment Counsel
Arizona
$238K -$6.69K -87 -3%
HIP
1119
HUB Investment Partners
Texas
$238K +$238K +3,100 New
BHBT
1120
Burke & Herbert Bank & Trust
Virginia
$238K – – –
PP
1121
PDS Planning
Ohio
$236K +$4.76K +62 +2%
MMA
1122
Miracle Mile Advisors
California
$236K +$236K +3,074 New
VCM
1123
Versant Capital Management
Arizona
$234K +$60.4K +786 +35%
MSFS
1124
Main Street Financial Solutions
Pennsylvania
$233K +$233K +3,039 New
BSB
1125
Bangor Savings Bank
Maine
$233K +$233K +3,032 New
43 44
45
46 47