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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 %
SVWA
1301
Sarver Vrooman Wealth Advisors
Missouri
$74.9K +$74.9K +893 New
LI
1302
LRI Investments
Florida
$73.4K -$23.6K -282 -24%
HC
1303
Hara Capital
Washington
$73.4K -$180K -2,141 -71%
MEG
1304
Millstone Evans Group
Colorado
$70.5K
SCM
1305
Silvant Capital Management
Georgia
$64.9K
C
1306
Covestor
United Kingdom
$64K -$40.4K -483 -39%
ADL
1307
Asset Dedication LLC
California
$63.7K +$252 +3 +0.4%
GC
1308
Garde Capital
Washington
$63.5K +$63.5K +757 New
BG
1309
Bollard Group
Massachusetts
$63K +$167 +2 +0.3%
DSC
1310
Duncker Streett & Co
Missouri
$62.9K
UOTTAIMCU
1311
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$62.9K
BBHC
1312
Brown Brothers Harriman & Co
New York
$62.6K +$29.3K +349 +88%
SWIM
1313
Smallwood Wealth Investment Management
New Jersey
$61.8K +$61.8K +737 New
CSPIA
1314
Cary Street Partners Investment Advisory
Virginia
$61.1K +$23.7K +283 +64%
HFM
1315
Hartford Financial Management
Connecticut
$60.6K +$18.4K +219 +43%
SSB
1316
Sandy Spring Bank
Maryland
$60.1K +$4.78K +57 +9%
CWP
1317
Concord Wealth Partners
Virginia
$59.6K -$3.52K -42 -6%
WPA
1318
West Paces Advisors
Georgia
$59.3K
GWP
1319
Gen-Wealth Partners
Michigan
$58.8K -$13.5K -161 -19%
NRG
1320
Nemes Rush Group
Michigan
$58.7K
SN
1321
Sittner & Nelson
Oregon
$58.7K
HWA
1322
HHM Wealth Advisors
Tennessee
$58.4K
TFM
1323
TFC Financial Management
Massachusetts
$57.9K +$54.8K +654 +1,817%
FFO
1324
Fortitude Family Office
Arizona
$56.9K -$17.9K -213 -24%
KIM
1325
Kestra Investment Management
Texas
$56.4K -$55.9K -667 -50%