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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 %
BIA
1176
Bell Investment Advisors
California
$196K +$461 +6 +0.2%
WSCM
1177
Wellington Shields Capital Management
New York
$192K – – –
CFG
1178
CKW Financial Group
Hawaii
$192K -$23K -300 -11%
CWM
1179
Compass Wealth Management
Connecticut
$184K – – –
SS
1180
SBI Securities
Japan
$184K +$184K +2,393 New
NG
1181
Novem Group
New York
$184K +$184K +2,392 New
CT
1182
Colonial Trust
South Carolina
$183K +$24.2K +315 +15%
CHC
1183
City Holding Co
West Virginia
$181K -$32.3K -420 -15%
CA
1184
Continuum Advisory
Idaho
$181K +$768 +10 +0.4%
CSB
1185
City State Bank
Iowa
$178K +$4.3K +56 +2%
TCM
1186
TD Capital Management
Tennessee
$177K – – –
NBT
1187
Northwest Bank & Trust
Iowa
$175K – – –
TPCW
1188
TD Private Client Wealth
New York
$173K -$4.69K -61 -3%
RMC
1189
Resources Management Corp
Connecticut
$164K – – –
LFG
1190
Larson Financial Group
Missouri
$164K +$3.23K +42 +2%
CH
1191
Cromwell Holdings
Wyoming
$162K – – –
KWAG
1192
Kiely Wealth Advisory Group
North Carolina
$161K – – –
GEA
1193
Glen Eagle Advisors
New Jersey
$158K – – –
PSFG
1194
Park Square Financial Group
Georgia
$158K +$158K +2,051 New
MHR
1195
Matthew Hamilton Rosenberg
$157K +$2.61K +34 +2%
PCTC
1196
Perkins Coie Trust Company
Washington
$155K – – –
GITFIT
1197
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$154K – – –
BL
1198
Bleichroeder LP
New York
$154K – – –
MFC
1199
Mechanics Financial Corp
Ohio
$154K – – –
VFM
1200
Vision Financial Markets
Connecticut
$154K +$154K +2,000 New
46 47
48
49 50