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Bank of New York Mellon

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
BOJHT
1326
Bank of Jackson Hole Trust
Wyoming
$280K
ML
1327
McAdam LLC
Pennsylvania
$280K
TWA
1328
TCI Wealth Advisors
Arizona
$279K
CFS
1329
CRA Financial Services
New Jersey
$278K
RWM
1330
Rialto Wealth Management
New York
$277K
BC
1331
Bayforest Capital
United Kingdom
$277K
PW
1332
PUREfi Wealth
Massachusetts
$275K
DE
1333
Defiance ETFs
New York
$275K
TWM
1334
Thrive Wealth Management
Pennsylvania
$274K
LAM
1335
LOM Asset Management
$274K
AT
1336
Adelphi Trust
Florida
$273K
EBWM
1337
Eagle Bluffs Wealth Management
Missouri
$273K
GBT
1338
Grove Bank & Trust
Florida
$271K
RWP
1339
Ridgecrest Wealth Partners
California
$270K
HEM
1340
Henson-Edgewater Management
Ohio
$269K
FMTCOCP
1341
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$269K
IIL
1342
Insight Inv LLC
California
$268K
OAS
1343
Optivise Advisory Services
Tennessee
$268K
DMBA
1344
Deseret Mutual Benefit Administrators
Utah
$268K
TWM
1345
TRB Wealth Management
Texas
$268K
RFP
1346
Root Financial Partners
California
$267K
AA
1347
AlphaCentric Advisors
Puerto Rico
$267K
DWM
1348
Destination Wealth Management
California
$266K
SCM
1349
Stordahl Capital Management
Colorado
$266K
SIA
1350
SGL Investment Advisors
Montana
$265K