BK icon

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 %
WT
1176
Washington Trust
Rhode Island
$25.2K -$719 -10 -3%
HFS
1177
HBC Financial Services
Washington
$25K +$222 +3 +0.9%
NECFA
1178
New England Capital Financial Advisors
Connecticut
$23.6K +$144 +2 +0.6%
RA
1179
Rise Advisors
New York
$23.6K +$215 +3 +0.9%
SL
1180
Salomon & Ludwin
Virginia
$22.6K
VLKIM
1181
Van Lanschot Kempen Investment Management
Netherlands
$22.3K -$11.5M -159,665 -100%
CPA
1182
Capital Performance Advisors
California
$21.8K +$21.8K +303 New
SWC
1183
Spectrum Wealth Counsel
Indiana
$21.7K +$1.8K +25 +9%
BBHC
1184
Brown Brothers Harriman & Co
New York
$21.6K -$18.6K -259 -46%
ABWM
1185
Alpine Bank Wealth Management
Colorado
$21.6K +$21.6K +300 New
HBW
1186
Hazlett, Burt & Watson
West Virginia
$21K -$9.58K -136 -31%
WWM
1187
Wolff Wiese Magana
California
$20.6K +$13.3K +185 +181%
PP
1188
PFS Partners
New Jersey
$20.3K
PWMG
1189
Private Wealth Management Group
New Jersey
$20K +$3.88K +54 +24%
BCMLT
1190
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.5K +$19.5K +272 New
NAAA
1191
New Age Alpha Advisors
New York
$18.3K +$18.3K +254 New
CAM
1192
Creekmur Asset Management
Illinois
$18K
VWA
1193
Valued Wealth Advisors
Utah
$17.6K +$8.19K +114 +87%
WWP
1194
WR Wealth Planners
Missouri
$16.7K +$719 +10 +5%
SVCP
1195
Silicon Valley Capital Partners
California
$16.4K +$72 +1 +0.4%
JIP
1196
Jaffetilchin Investment Partners
Florida
$16.4K +$16.4K +228 New
CFD
1197
Creative Financial Designs
Indiana
$16K +$13K +181 +431%
TCG
1198
Transcendent Capital Group
Oklahoma
$15.8K +$72 +1 +0.5%
CPG
1199
Cornerstone Planning Group
New Jersey
$15.7K +$383 +5 +3%
HNB
1200
Hilltop National Bank
Wyoming
$15.5K