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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 %
BBHC
1301
Brown Brothers Harriman & Co
New York
$30.5K +$7.45K +97 +32%
RFG
1302
REAP Financial Group
Texas
$30.3K +$16.7K +218 +123%
ACA
1303
Atlas Capital Advisors
Wyoming
$29.3K – – –
CAL
1304
Capital Advisors Ltd
Ohio
$29K – – –
GKIM
1305
GW&K Investment Management
Massachusetts
$28K +$78 +1 +0.3%
BA
1306
Bellwether Advisors
Nebraska
$27.7K +$27.7K +360 New
HFS
1307
HBC Financial Services
Washington
$26K +$153 +2 +0.6%
NECFA
1308
New England Capital Financial Advisors
Connecticut
$25.4K +$154 +2 +0.6%
RA
1309
Rise Advisors
New York
$25.4K +$154 +2 +0.6%
NWM
1310
Nova Wealth Management
Florida
$25.4K +$25.4K +330 New
PAM
1311
Parvin Asset Management
South Dakota
$24.7K +$24.7K +322 New
VLKIM
1312
Van Lanschot Kempen Investment Management
Netherlands
$23.9K – – –
SL
1313
Salomon & Ludwin
Virginia
$23.6K -$615 -8 -3%
MA
1314
MCF Advisors
Kentucky
$23.2K +$15.8K +205 +214%
SFG
1315
Stonebridge Financial Group
Pennsylvania
$23K +$23K +300 New
HBW
1316
Hazlett, Burt & Watson
West Virginia
$23K – – –
SC
1317
Stephens Consulting
Michigan
$22.4K +$22.4K +292 New
WWM
1318
Wolff Wiese Magana
California
$22.1K – – –
PP
1319
PFS Partners
New Jersey
$21.7K – – –
PWMG
1320
Private Wealth Management Group
New Jersey
$21.4K – – –
SWC
1321
Spectrum Wealth Counsel
Indiana
$21.3K -$1.92K -25 -8%
BCMLT
1322
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.2K +$307 +4 +1%
WWP
1323
WR Wealth Planners
Missouri
$21K +$3.15K +41 +18%
AS
1324
Altshuler Shaham
Israel
$20.7K +$20.7K +269 New
EFG
1325
Ethos Financial Group
Pennsylvania
$20.1K +$20.1K +261 New
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