BK icon

Bank of New York Mellon
BK

Overview Fund Activity

1,420 hedge funds and large institutions have $47.7B invested in Bank of New York Mellon in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 464 increasing their positions, 486 reducing their positions, and 57 closing their positions.

Holders
1,420
Holders Change
+145
Holders Change %
+11.37%
% of All Funds
18.91%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
230
Increased
464
Reduced
486
Closed
57
Calls
$399M
Puts
$279M
Net Calls
+$120M
Net Calls Change
+$12.2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.15B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.77B
3
Morgan Stanley
3
Morgan Stanley
New York
$864M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$478M
5
UBS Group
5
UBS Group
Switzerland
$337M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$194M
2
Dodge & Cox
2
Dodge & Cox
California
$3.43B
3
DSA
3
Davis Selected Advisers
Arizona
$164M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$26.6M
5
American Century Companies
5
American Century Companies
Missouri
$364M
Name Market Value Shares Shares
Change 		Shares
Change %
FTDI
1426
First Trust Direct Indexing
Massachusetts
– – -30,502 Closed
IIM
1427
Intact Investment Management
Quebec, Canada
– – -29,500 Closed
UAS
1428
United Asset Strategies
New York
– – -25,138 Closed
FFO
1429
Fiduciary Family Office
Florida
– – -24,928 Closed
CCM
1430
Cinctive Capital Management
New York
– – -24,847 Closed
FFM
1431
Forum Financial Management
Illinois
– – -22,565 Closed
NEI
1432
Northwest & Ethical Investments
Ontario, Canada
– – -19,330 Closed
MAM
1433
MMA Asset Management
Pennsylvania
– – -18,763 Closed
MIH
1434
Meitav Investment House
Israel
– – -17,633 Closed
IMC Chicago
1435
IMC Chicago
Illinois
– – -17,323 Closed
SGI
1436
Summit Global Investments
Utah
– – -14,193 Closed
DEA
1437
DoubleLine ETF Adviser
Florida
– – -11,847 Closed
ACP
1438
Aviance Capital Partners
Florida
– – -11,053 Closed
RL
1439
Retireful LLC
Michigan
– – -10,078 Closed
EIP
1440
Epoch Investment Partners
New York
– – -9,935 Closed
STA
1441
Summit Trail Advisors
New York
– – -6,039 Closed
GWMR
1442
GC Wealth Management RIA
Massachusetts
– – -5,959 Closed
TCM
1443
Teza Capital Management
Illinois
– – -5,639 Closed
DFCM
1444
Dark Forest Capital Management
Puerto Rico
– – -5,139 Closed
MPM
1445
MBB Public Markets
Illinois
– – -5,040 Closed
ST
1446
Sageworth Trust
Pennsylvania
– – -4,200 Closed
LFAS
1447
Level Four Advisory Services
Texas
– – -4,020 Closed
SIM
1448
Sentry Investment Management
Wisconsin
– – -3,346 Closed
APA
1449
Astoria Portfolio Advisors
New York
– – -2,896 Closed
SMA
1450
Seven Mile Advisory
New Jersey
– – -2,800 Closed
56 57
58
59 60