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BNY

Bank of New York Mellon
BNY

1,439 hedge funds and large institutions have $47.8B invested in Bank of New York Mellon in 2024 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 470 increasing their positions, 491 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 57

50% more funds holding in top 10

Funds holding in top 10: 20 → 30 (+10)

43% more call options, than puts

Call options by funds: $399M | Put options by funds: $279M

12% more funds holding

Funds holding: 1,289 → 1,439 (+150)

7% more capital invested

Capital invested by funds: $44.6B → $47.8B (+$3.26B)

1.54% more ownership

Funds ownership: 84.04% → 85.58% (+1.5%)

4% less repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 491

Holders
1,439
Holders Change
+150
Holders Change %
+11.64%
% of All Funds
18.93%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
235
Increased
470
Reduced
491
Closed
57
Calls
$399M
Puts
$279M
Net Calls
+$120M
Net Calls Change
+$12.2M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$289M
2
Morgan Stanley
Morgan Stanley
New York
+$240M
3
JP Morgan Chase
JP Morgan Chase
New York
+$218M
4
UBS Group
UBS Group
Switzerland
+$163M
5
Northern Trust
Northern Trust
Illinois
+$118M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$321M
2
Dodge & Cox
Dodge & Cox
California
-$296M
3
DSA
Davis Selected Advisers
Arizona
-$250M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$225M
5
American Century Companies
American Century Companies
Missouri
-$139M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1401
NewSquare Capital
Pennsylvania
$3.77K +$3.79K +49 New
SIC
1402
Salem Investment Counselors
North Carolina
$3.54K +$386 +5 +12%
CWP
1403
Clark Wealth Partners
Illinois
$3.53K +$3.56K +46 New
API
1404
Asset Planning Inc
California
$2.84K +$2.86K +37 New
CCMI
1405
Creative Capital Management Investments
California
$2.77K – – –
TFM
1406
TFC Financial Management
Massachusetts
$2.77K – – –
VWM
1407
Vermillion Wealth Management
Minnesota
$2.77K +$2.78K +36 New
WCM
1408
WealthTrak Capital Management
Virginia
$2.69K +$2.71K +35 New
CSWM
1409
Cassady Schiller Wealth Management
Ohio
$2.69K +$2.71K +35 New
PPC
1410
Park Place Capital
Alabama
$2.61K – – –
W
1411
WealthCollab
Washington
$1.92K – – –
RAM
1412
Riggs Asset Management
Pennsylvania
$1.77K – – –
CAC
1413
Core Alternative Capital
Georgia
$1.69K – – –
NL
1414
NVWM LLC
Pennsylvania
$1.46K – – –
NFSG
1415
Newbridge Financial Services Group
Florida
$1.38K +$1.39K +18 New
SAM
1416
Sherman Asset Management
California
$1.38K +$1.39K +18 New
JFG
1417
JDM Financial Group
Texas
$1.31K – – –
RTC
1418
Riverview Trust Company
Washington
$1.31K – – –
WW
1419
Winnow Wealth
Texas
$1.26K +$1.31K +17 New
PWA
1420
Principia Wealth Advisory
Texas
$1.23K +$1.24K +16 New
TCA
1421
Trifecta Capital Advisors
Illinois
$1.15K – – –
CFS
1422
CGC Financial Services
Oregon
$1.15K – – –
WA
1423
WestEnd Advisors
North Carolina
$1.15K +$77 +1 +7%
KFI
1424
Key Financial Inc
Pennsylvania
$1.08K -$7.73K -100 -88%
CIM
1425
Contravisory Investment Management
Massachusetts
$1.08K +$1.08K +14 New
55 56
57
58 59

BNY Hedge Fund Activity: Q4 2024 in Review

1,439 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2024, worth a combined $47.8B — up 7.3% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new BNY positions and 57 closed out — a net gain of 178 holders — while 470 added to existing stakes and 491 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $289M. The largest seller was Victory Capital Management, cutting an estimated $321M.

  • 1,439 institutional investors held Bank of New York Mellon (BNY) as of Q4 2024, up from 1,289 in Q3 2024.
  • Funds reported $47.8B of Bank of New York Mellon stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 235 funds opened new Bank of New York Mellon positions in Q4 2024 and 57 closed out, a net change of +178 holders.
  • The largest Bank of New York Mellon buyer in Q4 2024 was Fidelity Investments, an estimated $289M added.
  • The largest Bank of New York Mellon seller in Q4 2024 was Victory Capital Management, an estimated $321M sold.

Based on aggregated 13F filings for Q4 2024.