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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 %
SCM
1151
Sage Capital Management
New Jersey
$244K +$84 +1 +0%
MPWT
1152
MassMutual Private Wealth & Trust
Connecticut
$243K +$16K +191 +7%
HCM
1153
Hengehold Capital Management
Ohio
$243K
KCP
1154
Kera Capital Partners
California
$242K +$21.8K +260 +10%
NC
1155
Napatree Capital
Rhode Island
$242K +$14.2K +169 +6%
PW
1156
PUREfi Wealth
Massachusetts
$241K -$28.6K -341 -11%
FFG
1157
Fiduciary Financial Group
California
$239K -$250K -3,264 -51%
WA
1158
Wealth Alliance
New York
$238K +$238K +2,842 New
CAAS
1159
Capital Asset Advisory Services
Michigan
$238K -$112K -1,330 -32%
CCT
1160
Chemung Canal Trust
New York
$237K -$5.45K -65 -2%
WRPWM
1161
Werba Rubin Papier Wealth Management
California
$237K -$13.2K -157 -5%
OPPS
1162
Obsidian Personal Planning Solutions
Maryland
$237K
SAA
1163
Southeast Asset Advisors
Georgia
$237K +$237K +2,824 New
AWE
1164
Avidian Wealth Enterprises
Texas
$237K -$373K -4,448 -61%
VAM
1165
Verity Asset Management
North Carolina
$237K
PL
1166
Plancorp LLC
Missouri
$236K +$236K +2,819 New
AWC
1167
Abundance Wealth Counselors
Pennsylvania
$236K -$27.1K -323 -10%
DJSG
1168
D.J. St. Germain
Massachusetts
$236K -$9.98K -119 -4%
SB
1169
Strategic Blueprint
Georgia
$233K +$233K +2,780 New
CWM
1170
Chemistry Wealth Management
New York
$232K +$8.14K +97 +4%
RPGK
1171
Retirement Planning Group (Kansas)
Kansas
$231K +$2.43K +29 +1%
SWM
1172
Stockman Wealth Management
Montana
$231K
LFG
1173
Larson Financial Group
Missouri
$229K +$50.4K +601 +28%
TA
1174
TFB Advisors
Kansas
$229K -$2.6K -31 -1%
AWA
1175
Arete Wealth Advisors
Illinois
$228K +$228K +2,715 New