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Bank of New York Mellon

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
18.92%
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
Name Holding Trade Value Shares
Change
Shares
Change %
DMBA
1201
Deseret Mutual Benefit Administrators
Utah
$149K -$15.1K -196 -9%
CTC
1202
Cetera Trust Company
Minnesota
$148K
IRC
1203
Investors Research Corp
Georgia
$146K
RWM
1204
Rialto Wealth Management
New York
$145K +$145K +1,890 New
LJHT
1205
Laurie J. Hall Trustee
$145K -$353K -4,616 -71%
BTI
1206
Blue Trust Inc
Georgia
$144K +$15.8K +206 +12%
PWMG
1207
Prestige Wealth Management Group
New Jersey
$142K
Loomis, Sayles & Company
1208
Loomis, Sayles & Company
Massachusetts
$141K +$34.2K +446 +32%
EWM
1209
Evermay Wealth Management
Virginia
$138K
EB
1210
Eastern Bank
Massachusetts
$131K +$60.1K +782 +84%
KB
1211
Kimelman & Baird
New York
$131K
HCP
1212
Hexagon Capital Partners
Arkansas
$130K -$21.4K -278 -14%
RP
1213
Rowlandmiller & Partners
Georgia
$129K
GWSG
1214
GPS Wealth Strategies Group
Colorado
$126K -$7.68K -100 -6%
AA
1215
AlphaCentric Advisors
Puerto Rico
$126K -$6.22K -81 -5%
VWM
1216
Venturi Wealth Management
Texas
$126K +$37.6K +489 +43%
KI
1217
Kapitalo Investimentos
Brazil
$125K +$125K +1,626 New
HDIM
1218
Hanson & Doremus Investment Management
Vermont
$123K
SRCM
1219
Signature Resources Capital Management
California
$123K
BHWM
1220
Bay Harbor Wealth Management
Maryland
$121K +$3.38K +44 +3%
CFO
1221
CVA Family Office
Colorado
$119K +$12.8K +167 +12%
HWM
1222
Hemington Wealth Management
Virginia
$115K +$7.48K +98 +7%
PFSC
1223
Peoples Financial Services Corp
Pennsylvania
$107K -$307 -4 -0.3%
AA
1224
Ancora Advisors
Ohio
$104K
KIM
1225
Kestra Investment Management
Texas
$103K +$103K +1,339 New