BK icon

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 %
NL
1451
NVWM LLC
Pennsylvania
$2.85K +$1.26K +15 +79%
BWM
1452
Bernard Wealth Management
Michigan
$2.77K +$2.77K +33 New
FNWA
1453
Financial Network Wealth Advisors
Utah
$2.18K +$2.18K +26 New
W
1454
WealthCollab
Washington
$2.1K
HHGA
1455
Halbert Hargrove Global Advisors
California
$2.1K +$2.1K +25 New
PWA
1456
Principia Wealth Advisory
Texas
$2.06K +$793 +10 +63%
WW
1457
Winnow Wealth
Texas
$2.03K +$650 +8 +47%
BFS
1458
Bare Financial Services
Pennsylvania
$2.01K +$2.01K +24 New
RAM
1459
Riggs Asset Management
Pennsylvania
$1.93K
CAC
1460
Core Alternative Capital
Georgia
$1.85K
WA
1461
WestEnd Advisors
North Carolina
$1.85K +$587 +7 +47%
IHWM
1462
Iron Horse Wealth Management
Iowa
$1.68K +$1.68K +20 New
NFSG
1463
Newbridge Financial Services Group
Florida
$1.51K
JFG
1464
JDM Financial Group
Texas
$1.43K
HFS
1465
Horizon Financial Services
North Carolina
$1.34K +$1.34K +16 New
TCA
1466
Trifecta Capital Advisors
Illinois
$1.26K
CFS
1467
CGC Financial Services
Oregon
$1.26K
KFI
1468
Key Financial Inc
Pennsylvania
$1.17K
CIM
1469
Contravisory Investment Management
Massachusetts
$1.17K
MAS
1470
MPWM Advisory Solutions
Georgia
$1.17K
PWM
1471
Parkworth Wealth Management
California
$923 +$84 +1 +10%
ACA
1472
American Capital Advisory
Idaho
$923 +$923 +11 New
AP
1473
Aspect Partners
Virginia
$922 +$503 +6 +120%
OCM
1474
Osterweis Capital Management
California
$839 +$839 +10 New
T
1475
Transce3nd
Texas
$755 -$34.8K -415 -98%