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Bank of New York Mellon

1,240 hedge funds and large institutions have $37.5B invested in Bank of New York Mellon in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 446 increasing their positions, 448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,240
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
18.04%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
104
Increased
446
Reduced
448
Closed
90
Calls
$205M
Puts
$164M
Net Calls
+$40.9M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
1301
Verdad Advisers
Massachusetts
-$239K -4,148 Closed
LFA
1302
LGT Financial Advisors
Texas
-$238K -4,135 Closed
SWA
1303
Stratos Wealth Advisors
Ohio
-$233K -4,049 Closed
CIA
1304
Covington Investment Advisors
Pennsylvania
-$227K -3,949 Closed
IAS
1305
Insigneo Advisory Services
Florida
-$219K -3,794 Closed
TCWM
1306
Total Clarity Wealth Management
Illinois
-$218K -3,786 Closed
GWM
1307
GDS Wealth Management
Texas
-$218K -3,777 Closed
TWP
1308
Tyche Wealth Partners
Texas
-$217K -3,764 Closed
BSW
1309
Buckingham Strategic Wealth
Missouri
-$202K -3,511 Closed
GDP
1310
Great Diamond Partners
Maine
-$201K -3,482 Closed
HTC
1311
Haverford Trust Company
Pennsylvania
-$176K -3,047 Closed
HT
1312
Headlands Technologies
Illinois
-$155K -2,689 Closed
AT
1313
Arlington Trust
Alabama
-$106K -1,840 Closed
IGWM
1314
ICA Group Wealth Management
Colorado
-$96.9K -1,681 Closed
UCB
1315
United Community Bank
South Carolina
-$94.2K -1,634 Closed
CBT
1316
CoreFirst Bank & Trust
Kansas
-$76.1K -1,320 Closed
DA
1317
Denali Advisors
California
-$71.2K -1,235 Closed
FF
1318
Friedenthal Financial
New Jersey
-$49.4K -857 Closed
MCM
1319
MidAtlantic Capital Management
Virginia
-$24.5K -426 Closed
FSWA
1320
Financial Synergies Wealth Advisors
Texas
-$23K -399 Closed
GXJ
1321
Global X Japan
Japan
-$17.6K -306 Closed
LF
1322
LifeSteps Financial
California
-$12.3K -214 Closed
HWA
1323
Heritage Wealth Advisors
Virginia
-$10.4K -180 Closed
CA
1324
CoreCap Advisors
Michigan
-$7.72K -134 Closed
SA
1325
SRH Advisors
Kansas
-$6.74K -117 Closed