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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 %
BAAM
1226
Baker Avenue Asset Management
California
$205K +$205K +2,443 New
GWANC
1227
Guardian Wealth Advisors (North Carolina)
North Carolina
$204K +$204K +2,434 New
CCMG
1228
Clark Capital Management Group
Pennsylvania
$203K +$203K +2,421 New
SW
1229
SlateStone Wealth
Florida
$203K +$203K +2,422 New
CFG
1230
Cooper Financial Group
California
$202K +$202K +2,408 New
CWM
1231
Compass Wealth Management
Connecticut
$201K
TCOT
1232
Trust Company of Toledo
Ohio
$201K +$201K +2,400 New
AWMG
1233
Alliance Wealth Management Group
New Jersey
$201K +$201K +2,400 New
TCM
1234
Towercrest Capital Management
Pennsylvania
$201K +$201K +2,400 New
MMHP
1235
Murphy Middleton Hinkle & Parker
Georgia
$201K +$201K +2,398 New
AMBIA
1236
Allen Mooney & Barnes Investment Advisors
Georgia
$201K +$201K +2,395 New
T
1237
TOBAM
France
$200K -$196K -2,336 -49%
GC
1238
Gould Capital
Washington
$199K -$3.09M -36,879 -94%
Loomis, Sayles & Company
1239
Loomis, Sayles & Company
Massachusetts
$199K +$44.6K +531 +29%
CSB
1240
City State Bank
Iowa
$194K
TCM
1241
TD Capital Management
Tennessee
$193K
RMC
1242
Resources Management Corp
Connecticut
$190K +$10.5K +125 +6%
PSFG
1243
Park Square Financial Group
Georgia
$186K +$14.3K +171 +8%
HDIM
1244
Hanson & Doremus Investment Management
Vermont
$185K +$50.4K +600 +37%
GBT
1245
Grove Bank & Trust
Florida
$185K +$119K +1,421 +182%
SIM
1246
Sentry Investment Management
Wisconsin
$180K +$180K +2,434 New
CH
1247
Cromwell Holdings
Wyoming
$180K +$3.19K +38 +2%
CT
1248
Colonial Trust
South Carolina
$177K -$22.8K -272 -11%
GEA
1249
Glen Eagle Advisors
New Jersey
$172K
TTIC
1250
Tower Trust & Investment Company
Iowa
$172K +$172K +2,139 New