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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 %
KP
1151
Keel Point
Alabama
$213K +$213K +2,768 New
TA
1152
TFB Advisors
Kansas
$212K +$212K +2,756 New
RSWM
1153
Robertson Stephens Wealth Management
California
$211K -$3.77K -49 -2%
SWM
1154
Stockman Wealth Management
Montana
$211K +$211K +2,750 New
Massachusetts Financial Services
1155
Massachusetts Financial Services
Massachusetts
$210K +$210K +2,733 New
RPGK
1156
Retirement Planning Group (Kansas)
Kansas
$210K +$210K +2,727 New
NC
1157
Napatree Capital
Rhode Island
$209K +$209K +2,716 New
MPWT
1158
MassMutual Private Wealth & Trust
Connecticut
$208K +$1.46K +19 +0.7%
SYBT
1159
Stock Yards Bank & Trust
Kentucky
$207K +$207K +2,696 New
WFAG
1160
Wescott Financial Advisory Group
Pennsylvania
$207K +$207K +2,692 New
CFSG
1161
Clark Financial Services Group
Missouri
$205K +$205K +2,665 New
CWM
1162
Chemistry Wealth Management
New York
$205K +$205K +2,665 New
PFBT
1163
Parkside Financial Bank & Trust
Missouri
$205K – – –
ILI
1164
Invesco LLC (Illinois)
Illinois
$204K +$204K +2,658 New
TWA
1165
TCI Wealth Advisors
Arizona
$204K +$204K +2,657 New
MCM
1166
Magnolia Capital Management
New York
$204K +$204K +2,657 New
LIM
1167
Leavell Investment Management
Alabama
$204K +$204K +2,653 New
PPW
1168
Parcion Private Wealth
Washington
$204K +$204K +2,652 New
EPW
1169
Endeavor Private Wealth
Kansas
$204K +$204K +2,649 New
WAP
1170
Wealthcare Advisory Partners
Pennsylvania
$203K +$203K +2,642 New
AWM
1171
Angeles Wealth Management
California
$202K +$202K +2,630 New
KCP
1172
Kera Capital Partners
California
$202K +$202K +2,627 New
WB
1173
Webster Bank
Connecticut
$201K – – –
MSWA
1174
Marshall & Sterling Wealth Advisors
New York
$200K +$200K +2,605 New
WTA
1175
Washington Trust Advisors
Massachusetts
$200K – – –
45 46
47
48 49