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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 %
RF
1376
Rossby Financial
Florida
$24.4K +$24.4K +310 New
WWM
1377
Wolff Wiese Magana
California
$24.1K
PP
1378
PFS Partners
New Jersey
$23.7K
SCB
1379
Saudi Central Bank
Saudi Arabia
$23.7K +$23.7K +282 New
PWMG
1380
Private Wealth Management Group
New Jersey
$23.4K
BCMLT
1381
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.2K +$84 +1 +0.4%
SWC
1382
Spectrum Wealth Counsel
Indiana
$23.2K
VWA
1383
Valued Wealth Advisors
Utah
$21.7K +$4.44K +53 +26%
RWS
1384
Retirement Wealth Solutions
Wisconsin
$20.4K
PGAM
1385
Princeton Global Asset Management
New Jersey
$19.8K +$4.19K +50 +27%
SVCP
1386
Silicon Valley Capital Partners
California
$19.1K +$83 +1 +0.4%
NEWAS
1387
N.E.W. Advisory Services
Wisconsin
$18.5K +$18.5K +220 New
CAWM
1388
Capital A Wealth Management
Pennsylvania
$18.3K +$1.42K +17 +8%
AF
1389
Abound Financial
California
$18.1K +$18.1K +216 New
AP
1390
Atwood & Palmer
Missouri
$17.6K
SC
1391
Stephens Consulting
Michigan
$17.1K -$7.38K -88 -30%
BWAM
1392
Boyd Watterson Asset Management
Ohio
$16.8K
FW
1393
Fairway Wealth
Ohio
$16.4K
PB
1394
Pinnacle Bancorp
Nebraska
$15.7K
LIA
1395
Luken Investment Analytics
Tennessee
$15.4K
TIM
1396
Tortoise Investment Management
New York
$14.7K
S
1397
Sachetta
Massachusetts
$14.4K -$1.26K -15 -8%
RTL
1398
Red Tortoise LLC
Georgia
$14K
GTAM
1399
Global Trust Asset Management
Florida
$13.8K
WIM
1400
Westside Investment Management
California
$13.5K