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Bank of New York Mellon

1,734 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
1,734
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
TLFA
1676
True Link Financial Advisors
California
$6.05K
JSAM
1677
J. Safra Asset Management
New York
$5.93K
MPW
1678
MASECO Private Wealth
$5.88K
IWS
1679
Intentional Wealth Strategies
Colorado
$5.81K
AP
1680
Aspect Partners
Virginia
$5.69K
CFG
1681
Clayton Financial Group
Missouri
$5.58K
LWMI
1682
Legacy Wealth Management (Idaho)
Idaho
$5.58K
RWM
1683
RMG Wealth Management
Wisconsin
$5.43K
TFG
1684
Team Financial Group
California
$5.05K
SIC
1685
Salem Investment Counselors
North Carolina
$4.86K
PIS
1686
POM Investment Strategies
North Carolina
$4.75K
KFI
1687
Key Financial Inc
Pennsylvania
$4.63K
SIM
1688
Synergy Investment Management
Florida
$4.63K
KCM
1689
Key Capital Management
Tennessee
$4.63K
ACA
1690
American Capital Advisory
Idaho
$4.39K
BA
1691
Bard Associates
Illinois
$4.39K
IAS
1692
IMA Advisory Services
Colorado
$4.39K
API
1693
Asset Planning Inc
California
$4.39K
CCMI
1694
Creative Capital Management Investments
California
$4.27K
PWA
1695
Portus Wealth Advisors
North Carolina
$4.15K
1CP
1696
1015 Capital Partners
Pennsylvania
$3.8K
MWM
1697
Mascoma Wealth Management
New Hampshire
$3.8K
GSWM
1698
Golden State Wealth Management
California
$3.59K
LA
1699
LM Advisors
California
$3.5K
SFAM
1700
Sawyer Falduto Asset Management
Illinois
$3.44K