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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 %
AWM
1251
AllSquare Wealth Management
New York
$73.6K
AGWCA
1252
Annis Gardner Whiting Capital Advisors
Florida
$71.1K -$55.9K -727 -44%
BFPW
1253
BOK Financial Private Wealth
Colorado
$68.8K -$29.3K -382 -30%
FFO
1254
Fortitude Family Office
Arizona
$68.5K +$21.5K +280 +46%
GWP
1255
Gen-Wealth Partners
Michigan
$66.2K -$13.6K -177 -17%
MEG
1256
Millstone Evans Group
Colorado
$64.5K +$64.5K +840 New
PK
1257
Pflug Koory
Nebraska
$61.5K -$6.53K -85 -10%
GBT
1258
Grove Bank & Trust
Florida
$59.9K +$10.4K +135 +21%
SCM
1259
Silvant Capital Management
Georgia
$59.5K
ADL
1260
Asset Dedication LLC
California
$58.1K +$44.9K +585 +342%
BG
1261
Bollard Group
Massachusetts
$58K +$231 +3 +0.4%
CWP
1262
Concord Wealth Partners
Virginia
$57.9K -$77 -1 -0.1%
DSC
1263
Duncker Streett & Co
Missouri
$57.6K
TFIPS
1264
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.6K -$19.2K -250 -25%
UOTTAIMCU
1265
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$57.6K
CA
1266
CoreCap Advisors
Michigan
$57K -$51.2K -667 -47%
FF
1267
Friedenthal Financial
New Jersey
$56.5K +$56.5K +735 New
WPA
1268
West Paces Advisors
Georgia
$54.3K
NRG
1269
Nemes Rush Group
Michigan
$53.8K -$4.69K -61 -8%
SN
1270
Sittner & Nelson
Oregon
$53.8K
HWA
1271
HHM Wealth Advisors
Tennessee
$53.5K +$2K +26 +4%
SSB
1272
Sandy Spring Bank
Maryland
$50.6K -$2.23K -29 -4%
MA
1273
Modus Advisors
Minnesota
$48.7K +$48.7K +634 New
ATC
1274
Adirondack Trust Company
New York
$46.8K -$999 -13 -2%
OIA
1275
Optimum Investment Advisors
Illinois
$46.1K