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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 %
MIM
1201
Macroview Investment Management
Maryland
$214K +$214K +2,550 New
WMS
1202
Wealth Management Strategies
Pennsylvania
$213K +$213K +2,540 New
WAL
1203
W Advisors LLC
Tennessee
$213K +$213K +2,534 New
BWMG
1204
Barnes Wealth Management Group
California
$213K +$213K +2,534 New
WP
1205
WealthShield Partners
North Carolina
$212K -$28.4K -339 -12%
RMDI
1206
R.M. Davis Inc
Maine
$212K +$212K +2,532 New
CWMK
1207
Caliber Wealth Management (Kansas)
Kansas
$211K +$211K +2,515 New
AMIM
1208
Aull & Monroe Investment Management
Alabama
$210K +$210K +2,509 New
SYBT
1209
Stock Yards Bank & Trust
Kentucky
$210K -$15.9K -190 -7%
NC
1210
NBW Capital
Massachusetts
$210K +$210K +2,501 New
WSCM
1211
Wellington Shields Capital Management
New York
$210K
WMA
1212
Wealth Management Associates
New Jersey
$210K +$210K +2,498 New
Koshinski Asset Management
1213
Koshinski Asset Management
Illinois
$209K +$209K +2,493 New
IAS
1214
Insigneo Advisory Services
Florida
$209K -$238K -2,833 -53%
NAS
1215
Nicolet Advisory Services
Wisconsin
$209K +$209K +2,723 New
HCA
1216
Horan Capital Advisors
Ohio
$209K +$209K +2,487 New
GAA
1217
Global Assets Advisory
Florida
$208K +$208K +2,643 New
SCP
1218
Sivia Capital Partners
California
$208K +$208K +2,485 New
UF
1219
Univest Financial
Pennsylvania
$208K -$180K -2,150 -46%
EBT
1220
Enterprise Bank & Trust
Massachusetts
$208K +$208K +2,481 New
PL
1221
Perpetual Ltd
Australia
$208K -$117K -1,394 -36%
SL
1222
Sentinus LLC
Illinois
$207K +$207K +2,472 New
CPA
1223
Court Place Advisors
Maryland
$207K +$207K +2,464 New
DOA
1224
D'Orazio & Associates
Virginia
$206K +$206K +2,461 New
SS
1225
SBI Securities
Japan
$206K +$4.86K +58 +2%