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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 %
WPA
1351
Wealth Preservation Advisors
Tennessee
$38.6K +$38.6K +460 New
WT
1352
Washington Trust
Rhode Island
$38.2K +$4.36K +52 +13%
GK
1353
Graney & King
New York
$37.9K
SPF
1354
South Plains Financial
Texas
$37.5K
BONH
1355
Bank of New Hampshire
New Hampshire
$37.2K
MFA
1356
McClarren Financial Advisors
Pennsylvania
$34K +$34K +409 New
SGC
1357
Slocum, Gordon & Co
Rhode Island
$33.5K -$8.39K -100 -20%
KLWA
1358
Kelly Lawrence W & Associates
California
$33.5K
LC
1359
Lavaca Capital
Texas
$33.5K
NWM
1360
Nova Wealth Management
Florida
$32.3K +$4.61K +55 +17%
ACA
1361
Atlas Capital Advisors
Wyoming
$32K
CAL
1362
Capital Advisors Ltd
Ohio
$32K
OCM
1363
Orion Capital Management
California
$31.9K +$31.9K +380 New
NC
1364
NewSquare Capital
Pennsylvania
$30.7K +$26.6K +317 +647%
CPG
1365
Cornerstone Planning Group
New Jersey
$30.5K +$15.2K +196 +100%
BA
1366
Bellwether Advisors
Nebraska
$30.2K
GKIM
1367
GW&K Investment Management
Massachusetts
$30K -$84 -1 -0.3%
NECFA
1368
New England Capital Financial Advisors
Connecticut
$27.9K +$168 +2 +0.6%
PAM
1369
Parvin Asset Management
South Dakota
$27K
UCB
1370
United Community Bank
South Carolina
$26.8K +$26.8K +319 New
SL
1371
Salomon & Ludwin
Virginia
$25.7K
SFG
1372
Stonebridge Financial Group
Pennsylvania
$25.7K +$503 +6 +2%
OWA
1373
Opal Wealth Advisors
New York
$25.3K +$25.3K +302 New
ABWM
1374
Alpine Bank Wealth Management
Colorado
$25.2K +$25.2K +300 New
HBW
1375
Hazlett, Burt & Watson
West Virginia
$25K