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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
18.92%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
2
Morgan Stanley
Morgan Stanley
New York
$864M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$478M
4
UBS Group
UBS Group
Switzerland
$337M
5
Northern Trust
Northern Trust
Illinois
$732M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$194M
2
Dodge & Cox
Dodge & Cox
California
$3.43B
3
DSA
Davis Selected Advisers
Arizona
$164M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$26.6M
5
American Century Companies
American Century Companies
Missouri
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
1276
TCTC Holdings
Texas
$45.9K +$33K +430 +257%
Q1WB
1277
Quest 10 Wealth Builders
Virginia
$45.4K +$45.4K +591 New
KSWA
1278
Kathleen S. Wright Associates
Pennsylvania
$42.3K – – –
CWM
1279
Consultiva Wealth Management
Puerto Rico
$42.2K +$42.2K +549 New
FCAS
1280
First Command Advisory Services
Texas
$42K – – –
VC
1281
Vestor Capital
Illinois
$42K +$42K +551 New
FWA
1282
FSC Wealth Advisors
New York
$41.7K – – –
CT
1283
Clearstead Trust
Maine
$41.6K – – –
AEPWM
1284
Atlantic Edge Private Wealth Management
Florida
$41K – – –
CWM
1285
Centricity Wealth Management
Ohio
$39.5K +$39.5K +514 New
HFM
1286
Hartford Financial Management
Connecticut
$38.7K -$4.23K -55 -10%
OW
1287
Olistico Wealth
Oklahoma
$38.4K – – –
SGC
1288
Slocum, Gordon & Co
Rhode Island
$38.4K – – –
MSFP
1289
Mark Sheptoff Financial Planning
Connecticut
$38.4K – – –
TCM
1290
TruNorth Capital Management
Michigan
$38.4K – – –
AWM
1291
Accredited Wealth Management
Kentucky
$38.4K +$38.4K +500 New
SWA
1292
SOA Wealth Advisors
New York
$34.8K +$154 +2 +0.4%
GK
1293
Graney & King
New York
$34.7K +$34.7K +452 New
SPF
1294
South Plains Financial
Texas
$34.3K +$34.3K +447 New
CSPIA
1295
Cary Street Partners Investment Advisory
Virginia
$34.2K -$2.09M -27,193 -98%
BONH
1296
Bank of New Hampshire
New Hampshire
$34K – – –
T
1297
Transce3nd
Texas
$32.6K +$32.6K +424 New
WT
1298
Washington Trust
Rhode Island
$31K +$4.15K +54 +15%
KLWA
1299
Kelly Lawrence W & Associates
California
$30.7K – – –
LC
1300
Lavaca Capital
Texas
$30.7K +$30.7K +400 New
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52
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