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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 %
ZBNA
1326
Zions Bancorporation, National Association
Utah
$55.7K +$55.7K +664 New
TSMHT
1327
Thurston Springer Miller Herd & Titak
Indiana
$54.5K -$29.4K -350 -35%
PWAM
1328
Private Wealth Asset Management
Iowa
$52K +$52K +620 New
ATC
1329
Adirondack Trust Company
New York
$51.1K
OIA
1330
Optimum Investment Advisors
Illinois
$50.3K
RFG
1331
REAP Financial Group
Texas
$49.8K +$16.6K +198 +50%
CT
1332
Clearstead Trust
Maine
$48.6K +$3.19K +38 +7%
FCAS
1333
First Command Advisory Services
Texas
$46.5K +$587 +7 +1%
SIC
1334
SJS Investment Consulting
Ohio
$46.4K +$41.3K +492 +807%
KSWA
1335
Kathleen S. Wright Associates
Pennsylvania
$46.1K
CWM
1336
Consultiva Wealth Management
Puerto Rico
$46K
VC
1337
Vestor Capital
Illinois
$46K -$336 -4 -0.7%
FWA
1338
FSC Wealth Advisors
New York
$45.5K
SWA
1339
SOA Wealth Advisors
New York
$45.3K +$7.38K +88 +19%
AEPWM
1340
Atlantic Edge Private Wealth Management
Florida
$44.7K
Q1WB
1341
Quest 10 Wealth Builders
Virginia
$44K -$5.62K -67 -11%
CWM
1342
Centricity Wealth Management
Ohio
$43.1K
PK
1343
Pflug Koory
Nebraska
$42.4K -$24.7K -295 -37%
OP
1344
ORG Partners
Indiana
$42.4K +$42.4K +506 New
TCM
1345
TruNorth Capital Management
Michigan
$41.9K
OW
1346
Olistico Wealth
Oklahoma
$41.9K
WA
1347
WPG Advisers
Maryland
$41K +$30.3K +361 +282%
RA
1348
Rise Advisors
New York
$39.3K +$11.6K +138 +42%
CAM
1349
Creekmur Asset Management
Illinois
$39.2K +$18.2K +217 +87%
OAJ
1350
Ogorek Anthony Joseph
New York
$39K +$39K +471 New