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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 %
GAG
1426
Goodman Advisory Group
Massachusetts
$7.88K +$7.88K +94 New
PSB
1427
Piscataqua Savings Bank
New Hampshire
$7.46K
TC
1428
Truvestments Capital
Florida
$7.38K
BWL
1429
Bogart Wealth LLC
Virginia
$7.3K +$503 +6 +7%
DF
1430
Dunhill Financial
United Kingdom
$6.53K -$3.52K -42 -35%
HNW
1431
High Note Wealth
Minnesota
$6.37K
WCM
1432
WealthTrak Capital Management
Virginia
$6.29K +$3.36K +40 +114%
HCM
1433
Hollencrest Capital Management
California
$6.29K
BCPWM
1434
Bradley & Co Private Wealth Management
Florida
$5.96K
SO
1435
Sierra Ocean
California
$5.88K
AWM
1436
Abound Wealth Management
Tennessee
$5.45K -$5.7K -68 -51%
Kayne Anderson Rudnick Investment Management
1437
Kayne Anderson Rudnick Investment Management
California
$5.07K -$3.38K -40 -40%
PPC
1438
Park Place Capital
Alabama
$4.95K +$2.1K +25 +74%
RWA
1439
Redmont Wealth Advisors
Illinois
$4.7K +$4.7K +56 New
ETS
1440
ESL Trust Services
New York
$4.45K
GJIA
1441
Glass Jacobson Investment Advisors
Maryland
$4.38K
DWM
1442
Dogwood Wealth Management
Kansas
$4.19K +$4.19K +50 New
MWM
1443
MorganRosel Wealth Management
Colorado
$4.19K +$4.19K +50 New
SIC
1444
Salem Investment Counselors
North Carolina
$3.86K
PA
1445
Pineridge Advisors
Missouri
$3.69K -$839 -10 -19%
RS
1446
Rakuten Securities
Japan
$3.69K +$2.94K +35 +389%
API
1447
Asset Planning Inc
California
$3.1K
VWM
1448
Vermillion Wealth Management
Minnesota
$3.02K
CCMI
1449
Creative Capital Management Investments
California
$3.02K
FMP
1450
Financial Management Professionals
Texas
$3.02K +$3.02K +36 New