BK icon

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
IFG
1401
Independent Financial Group
California
$240K
VVP
1402
Venture Visionary Partners
Ohio
$240K
PCTC
1403
Perkins Coie Trust Company
Washington
$240K
KA
1404
Kooman & Associates
Pennsylvania
$239K
VWM
1405
Vigilare Wealth Management
Arizona
$239K
AP
1406
Advisortrust Partners
North Carolina
$238K
SPI
1407
Santori & Peters Inc
Pennsylvania
$238K
OWP
1408
ORG Wealth Partners
Texas
$237K
5SA
1409
5th Street Advisors
Connecticut
$237K
CC
1410
Cadinha & Co
Hawaii
$237K
LRPA
1411
L. Roy Papp & Associates
Arizona
$237K
SWK
1412
Stephen W. Kidder
$237K
VFM
1413
Vision Financial Markets
Connecticut
$237K
IWA
1414
Inspirion Wealth Advisors
Illinois
$237K
BL
1415
Bleichroeder LP
New York
$237K
CWMGO
1416
Capstone Wealth Management Group (Oregon)
Oregon
$237K
NL
1417
NWAM LLC
Washington
$235K
EWL
1418
Emissary Wealth LLC
New Jersey
$235K
Empower Advisory Group
1419
Empower Advisory Group
Colorado
$234K
BWM
1420
BKM Wealth Management
Wisconsin
$234K
FG
1421
Foster Group
Iowa
$234K
BAM
1422
Belpointe Asset Management
Nevada
$234K
NDSI
1423
Newman Dignan & Sheerar Inc
Rhode Island
$232K
LBC
1424
Leigh Baldwin & Co
New York
$232K
OL
1425
OneFund LLC
Florida
$231K