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Bank of New York Mellon
BK

1,735 hedge funds and large institutions have $67.7B invested in Bank of New York Mellon in 2026 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 650 increasing their positions, 647 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$408M
Puts
$308M
Net Calls
Net Calls Change

Top Sellers

1 -$687M
2 -$287M
3 -$182M
4
Morgan Stanley
Morgan Stanley
New York
-$153M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1276
Cassaday & Co Wealth Management
Virginia
$311K
MWM
1277
Modern Wealth Management
Kansas
$310K
S
1278
Storgate
Texas
$310K
PWW
1279
Pettyjohn Wood & White
Virginia
$309K
FFG
1280
Fiduciary Financial Group
California
$309K
WF
1281
WoodTrust Financial
Wisconsin
$309K
ZF
1282
Zhang Financial
Michigan
$308K
JTWM
1283
Jackson Thornton Wealth Management
Alabama
$308K
CCT
1284
Chemung Canal Trust
New York
$308K
SFC
1285
SYM Financial Corp
Indiana
$308K
WMS
1286
Wealth Management Strategies
Pennsylvania
$307K
HIIFS
1287
Harel Insurance Investments & Financial Services
Israel
$307K
GWP
1288
Gateway Wealth Partners
Wisconsin
$306K
WMA
1289
Wealth Management Associates
New Jersey
$306K
AWMG
1290
Alliance Wealth Management Group
New Jersey
$305K
TCM
1291
Towercrest Capital Management
Pennsylvania
$305K
RWP
1292
Revolve Wealth Partners
New Jersey
$305K
WC
1293
Waterloo Capital
Texas
$305K
BIA
1294
Bell Investment Advisors
California
$303K
MHIC
1295
Marble Harbor Investment Counsel
Massachusetts
$303K
AMM
1296
American Money Management
California
$302K
PL
1297
Plancorp LLC
Missouri
$302K
CAAS
1298
Capital Asset Advisory Services
Michigan
$302K
MCWA
1299
Meadow Creek Wealth Advisors
Georgia
$301K
LWCFA
1300
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$301K