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 %
SDWMA
1101
Schneider Downs Wealth Management Advisors
Pennsylvania
$283K
BCG
1102
Breakwater Capital Group
New Jersey
$283K +$1.68K +20 +0.6%
OL
1103
Optas LLC
Texas
$283K +$14.4K +172 +5%
LNB
1104
Ledyard National Bank
$283K +$923 +11 +0.3%
EWA
1105
Exencial Wealth Advisors
Oklahoma
$278K +$6.96K +83 +3%
SFP
1106
Sandbox Financial Partners
Maryland
$277K +$671 +8 +0.2%
GS
1107
GTS Securities
New York
$277K -$596K -7,110 -68%
NG
1108
Novem Group
New York
$276K +$75.6K +901 +38%
CAG
1109
Csenge Advisory Group
Florida
$276K +$15.1K +198 +6%
HSA
1110
HBK Sorce Advisory
Pennsylvania
$274K +$587 +7 +0.2%
LW
1111
Linscomb Wealth
Texas
$274K +$35.6K +424 +15%
KIA
1112
KCM Investment Advisors
California
$273K +$30.7K +366 +13%
MCM
1113
MV Capital Management
Maryland
$273K
AW
1114
Alteri Wealth
California
$272K +$272K +3,239 New
ESB
1115
Essex Savings Bank
Connecticut
$271K +$3.61K +43 +1%
SMC
1116
Smith, Moore & Co
Missouri
$271K -$68.1K -812 -20%
KSB
1117
Kennebec Savings Bank
Maine
$270K
FBT
1118
First Bank & Trust
South Dakota
$269K -$2.77K -33 -1%
FCIM
1119
Fairview Capital Investment Management
California
$269K -$8.39K -100 -3%
MFC
1120
Mechanics Financial Corp
Ohio
$268K +$101K +1,200 +60%
CAL
1121
Capital Analysts LLC
Pennsylvania
$268K -$9.97K -119 -4%
QWP
1122
Quotient Wealth Partners
Texas
$266K +$11.8K +141 +5%
EWA
1123
EverSource Wealth Advisors
Alabama
$265K +$157K +1,870 +144%
BA
1124
Bridgewater Advisors
New York
$265K +$265K +3,308 New
MIC
1125
Means Investment Company
Maine
$264K +$335 +4 +0.1%