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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, 525 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
525
Reduced
547
Closed
90
Calls
$299M
Puts
$179M
Net Calls
+$121M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
1551
Venturi Wealth Management
Texas
-$126K -1,636 Closed
KI
1552
Kapitalo Investimentos
Brazil
-$125K -1,626 Closed
CBT
1553
CoreFirst Bank & Trust
Kansas
-$101K -1,320 Closed
CAS
1554
Coppell Advisory Solutions
Texas
-$99.2K -1,286 Closed
LDB
1555
Lee, Danner & Bass
Tennessee
-$89.5K -1,165 Closed
LFA
1556
Legend Financial Advisors
Pennsylvania
-$79.6K -1,036 Closed
CIAM
1557
Caitong International Asset Management
Hong Kong
-$75.2K -979 Closed
MA
1558
Modus Advisors
Minnesota
-$48.7K -634 Closed
AWM
1559
Accredited Wealth Management
Kentucky
-$38.4K -500 Closed
MSFP
1560
Mark Sheptoff Financial Planning
Connecticut
-$38.4K -500 Closed
VLKIM
1561
Van Lanschot Kempen Investment Management
Netherlands
-$23.9K -311 Closed
AS
1562
Altshuler Shaham
Israel
-$20.7K -269 Closed
EFG
1563
Ethos Financial Group
Pennsylvania
-$20.1K -261 Closed
Capstone Investment Advisors
1564
Capstone Investment Advisors
New York
-$19.7K -256 Closed
TCG
1565
Transcendent Capital Group
Oklahoma
-$17K -222 Closed
MFG
1566
Mendota Financial Group
Wisconsin
-$15.4K -200 Closed
WWA
1567
Wingate Wealth Advisors
Massachusetts
-$13K -169 Closed
CF
1568
Conquis Financial
California
-$4.53K -59 Closed
ORAM
1569
One River Asset Management
Connecticut
-$4.01K -52 Closed
SAM
1570
Sherman Asset Management
California
-$1.38K -18 Closed
RTC
1571
Riverview Trust Company
Washington
-$1.31K -17 Closed
DRP
1572
Decker Retirement Planning
Utah
-$845 -11 Closed
KBFS
1573
Kohmann Bosshard Financial Services
Ohio
-$461 -6 Closed
SMAM
1574
Sugar Maple Asset Management
Wisconsin
-$384 -5 Closed