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Bank of New York Mellon

1,240 hedge funds and large institutions have $37.5B invested in Bank of New York Mellon in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 446 increasing their positions, 448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,240
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
18.04%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
104
Increased
446
Reduced
448
Closed
90
Calls
$205M
Puts
$164M
Net Calls
+$40.9M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SWC
1151
Spectrum Wealth Counsel
Indiana
$16.6K
FFO
1152
Fortitude Family Office
Arizona
$15.9K +$6.53K +109 +70%
CAM
1153
Creekmur Asset Management
Illinois
$15K -$1.2K -20 -7%
CMA
1154
Cedar Mountain Advisors
Oregon
$14.1K -$4.31K -72 -23%
WIM
1155
Westside Investment Management
California
$13.6K
SVCP
1156
Silicon Valley Capital Partners
California
$13.6K +$120 +2 +0.9%
PWMG
1157
Private Wealth Management Group
New Jersey
$13.5K +$4.07K +68 +43%
WWP
1158
WR Wealth Planners
Missouri
$13.3K +$4.07K +68 +44%
TCG
1159
Transcendent Capital Group
Oklahoma
$13.1K +$120 +2 +0.9%
HGERS
1160
Householder Group Estate & Retirement Specialist
Arizona
$13K
HNB
1161
Hilltop National Bank
Wyoming
$12.9K
VAG
1162
VisionPoint Advisory Group
Texas
$12.5K -$23.7K -396 -65%
CPG
1163
Cornerstone Planning Group
New Jersey
$12.3K -$1.78K -29 -13%
PCWA
1164
Pacific Capital Wealth Advisors
California
$12K +$12K +201 New
PP
1165
PrairieView Partners
Minnesota
$12K
BWAM
1166
Boyd Watterson Asset Management
Ohio
$12K
OA
1167
Operose Advisors
Wisconsin
$11.4K
S
1168
Sachetta
Massachusetts
$11.2K +$6.79K +104 +153%
PB
1169
Pinnacle Bancorp
Nebraska
$11.2K
CB
1170
Centennial Bank
Arkansas
$11.1K
LIA
1171
Luken Investment Analytics
Tennessee
$11K
TIM
1172
Tortoise Investment Management
New York
$10.5K
TH
1173
TCTC Holdings
Texas
$10K
RTL
1174
Red Tortoise LLC
Georgia
$10K
GTAM
1175
Global Trust Asset Management
Florida
$9.85K