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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 %
CFD
1401
Creative Financial Designs
Indiana
$13K +$419 +5 +3%
AWM
1402
Activest Wealth Management
Florida
$12.7K +$12.1K +144 +2,057%
MA
1403
MCF Advisors
Kentucky
$12.4K -$12.8K -153 -51%
WA
1404
Whipplewood Advisors
Colorado
$12.2K +$5.08K +104 +72%
HCA
1405
Harbor Capital Advisors
Illinois
$12K -$338 -4 -3%
AW
1406
Avion Wealth
Texas
$12K
NC
1407
North Capital
Utah
$12K +$12K +143 New
WCM
1408
Westend Capital Management
California
$11.8K
FFL
1409
Financial Freedom LLC
Ohio
$11.7K
HWP
1410
Highline Wealth Partners
California
$11.4K +$4.7K +56 +70%
MTIC
1411
Missouri Trust & Investment Company
Missouri
$11.3K
MSWM
1412
Mowery & Schoenfeld Wealth Management
Illinois
$11.1K +$84 +1 +0.8%
CB
1413
Community Bank
New York
$10.5K
CWC
1414
Carolinas Wealth Consulting
North Carolina
$9.9K +$1.34K +16 +16%
BAM
1415
Bellevue Asset Management
Washington
$9.06K
GSWM
1416
Golden State Wealth Management
California
$8.84K -$1.68K -20 -16%
TWD
1417
True Wealth Design
Ohio
$8.81K +$8.39K +100 +2,000%
IWP
1418
IAG Wealth Partners
Wisconsin
$8.64K
TC
1419
Trust Company
Kansas
$8.56K
GIM
1420
Gold Investment Management
Alberta, Canada
$8.39K
CTA
1421
Colonial Trust Advisors
South Carolina
$8.39K
HFS
1422
Hughes Financial Services
Virginia
$8.28K +$8.28K +99 New
FPB
1423
First PREMIER Bank
South Dakota
$8K
CFS
1424
Compass Financial Services
Iowa
$7.97K +$7.97K +95 New
CIAS
1425
CBIZ Investment Advisory Services
Ohio
$7.88K +$7.88K +94 New