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Bank of New York Mellon

1,276 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 427 increasing their positions, 475 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+36
Holders Change %
+2.9%
% of All Funds
18.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
137
Increased
427
Reduced
475
Closed
85
Calls
$294M
Puts
$186M
Net Calls
+$108M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PBO
1326
Peoples Bank (Ohio)
Ohio
-$242K -4,042 Closed
AL
1327
Arnhold LLC
New York
-$240K -4,000 Closed
Empower Advisory Group
1328
Empower Advisory Group
Colorado
-$233K -3,885 Closed
BIP
1329
Blueprint Investment Partners
North Carolina
-$224K -3,742 Closed
SB
1330
Strategic Blueprint
Georgia
-$224K -3,733 Closed
DWM
1331
Dorchester Wealth Management
Quebec, Canada
-$222K -3,700 Closed
SYBT
1332
Stock Yards Bank & Trust
Kentucky
-$221K -3,696 Closed
SWS
1333
SYSTM Wealth Solutions
Illinois
-$146K -2,446 Closed
CB
1334
Chris Bulman
California
-$139K -2,329 Closed
HIIFS
1335
Harel Insurance Investments & Financial Services
Israel
-$108K -1,806 Closed
LTI
1336
Laffer Tengler Investments
Tennessee
-$97K -1,620 Closed
EC
1337
EntryPoint Capital
New York
-$62K -1,036 Closed
CP
1338
Camelot Portfolios
Ohio
-$41.9K -700 Closed
TFF
1339
The Family Firm
Maryland
-$40.2K -672 Closed
CBT
1340
Central Bank & Trust
Kentucky
-$39.5K -660 Closed
WIA
1341
Wetzel Investment Advisors
Indiana
-$29.4K -510 Closed
RWMG
1342
Redwood Wealth Management Group
New Jersey
-$30.2K -505 Closed
GLR
1343
Great Lakes Retirement
Ohio
-$27.8K -464 Closed
OWA
1344
Opal Wealth Advisors
New York
-$24.3K -405 Closed
FIA
1345
FNY Investment Advisers
New York
-$17K -300 Closed
GI
1346
Gradient Investments
Minnesota
-$16.7K -279 Closed
PP
1347
PrairieView Partners
Minnesota
-$12K -212 Closed
VAG
1348
VisionPoint Advisory Group
Texas
-$12.5K -209 Closed
PCWA
1349
Pacific Capital Wealth Advisors
California
-$12K -201 Closed
FFA
1350
Frazier Financial Advisors
Ohio
-$7.73K -129 Closed