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Bank of New York Mellon

1,276 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 427 increasing their positions, 475 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+36
Holders Change %
+2.9%
% of All Funds
18.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
137
Increased
427
Reduced
475
Closed
85
Calls
$294M
Puts
$186M
Net Calls
+$108M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
1151
Adirondack Trust Company
New York
$44.7K
FFO
1152
Fortitude Family Office
Arizona
$43.9K +$24.9K +346 +131%
NRG
1153
Nemes Rush Group
Michigan
$43.8K
OIA
1154
Optimum Investment Advisors
Illinois
$43.1K
FCA
1155
FinTrust Capital Advisors
South Carolina
$41.1K
HFM
1156
Hartford Financial Management
Connecticut
$40.2K -$1.29K -18 -3%
GSEP
1157
Golden State Equity Partners
California
$39.6K +$39.6K +551 New
KSWA
1158
Kathleen S. Wright Associates
Pennsylvania
$39.5K
FCAS
1159
First Command Advisory Services
Texas
$39.3K
FWA
1160
FSC Wealth Advisors
New York
$39K
CT
1161
Clearstead Trust
Maine
$38.9K
SS
1162
Sunbelt Securities
Texas
$38.3K -$9.85K -137 -20%
AEPWM
1163
Atlantic Edge Private Wealth Management
Florida
$38.3K
SGC
1164
Slocum, Gordon & Co
Rhode Island
$35.9K
MSFP
1165
Mark Sheptoff Financial Planning
Connecticut
$35.9K
OW
1166
Olistico Wealth
Oklahoma
$35.9K
TCM
1167
TruNorth Capital Management
Michigan
$35.9K +$35.9K +500 New
FPB
1168
First PREMIER Bank
South Dakota
$34K
SWA
1169
SOA Wealth Advisors
New York
$32.3K +$287 +4 +0.9%
BONH
1170
Bank of New Hampshire
New Hampshire
$31.8K
HIA
1171
Harbor Investment Advisory
Maryland
$29.4K -$719 -10 -2%
KLWA
1172
Kelly Lawrence W & Associates
California
$28.7K
ACA
1173
Atlas Capital Advisors
Wyoming
$27.5K
CAL
1174
Capital Advisors Ltd
Ohio
$27K
GKIM
1175
GW&K Investment Management
Massachusetts
$26K +$726 +10 +3%