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BNY

Bank of New York Mellon

1,867 hedge funds and large institutions have $82.9B invested in Bank of New York Mellon in 2026 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 662 increasing their positions, 703 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 90

22% more capital invested

Capital invested by funds: $67.8B → $82.9B (+$15.1B)

6% more funds holding

Funds holding: 1,7621,867 (+105)

0.44% more ownership

Funds ownership: 83.13%83.57% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

6% less repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 703

24% less call options, than puts

Call options by funds: $620M | Put options by funds: $819M

Holders
1,867
Holders Change
+105
Holders Change %
+5.96%
% of All Funds
22.55%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
227
Increased
662
Reduced
703
Closed
90
Calls
$620M
Puts
$819M
Net Calls
-$199M
Net Calls Change
-$299M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$8.32B -$556M -4,064,767 -7%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$6.48B +$19.5M +142,406 +0.3%
State Street
3
State Street
Massachusetts
$4.6B +$2.83M +20,729 +0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.75B -$193M -1,413,064 -5%
Vanguard Portfolio Management
5
Vanguard Portfolio Management
Pennsylvania
$2.55B -$170M -1,246,655 -7%
Bank of America
6
Bank of America
North Carolina
$2.5B +$84.8M +620,022 +4%
Dodge & Cox
7
Dodge & Cox
California
$2.4B -$929M -6,793,424 -29%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.27B -$399M -2,919,041 -16%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.13B -$14M -102,134 -0.7%
Ameriprise
10
Ameriprise
Minnesota
$2.1B +$3.73M +27,298 +0.2%
Artisan Partners
11
Artisan Partners
Wisconsin
$1.98B -$245M -1,788,315 -12%
Norges Bank
12
Norges Bank
Norway
$1.7B +$1.61B +11,751,724 New
Morgan Stanley
13
Morgan Stanley
New York
$1.46B +$25.3M +185,401 +2%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$1.34B -$82.2M -601,162 -6%
Wells Fargo
15
Wells Fargo
California
$1.3B -$3.39M -24,781 -0.3%
UBS AM
16
UBS AM
Illinois
$1.21B +$105M +769,191 +10%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$1.18B +$504M +3,687,887 +83%
Northern Trust
18
Northern Trust
Illinois
$1.15B -$49.9M -365,158 -4%
Invesco
19
Invesco
Georgia
$1.03B -$30.3M -221,947 -3%
Goldman Sachs
20
Goldman Sachs
New York
$1.01B +$38.8M +283,671 +4%
Amundi
21
Amundi
France
$986M +$105M +766,966 +13%
Nuveen
22
Nuveen
North Carolina
$817M -$117M -856,402 -13%
Legal & General Group
23
Legal & General Group
United Kingdom
$813M -$23.5M -172,178 -3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$791M +$19.8M +145,118 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$663M +$104M +757,005 +20%

BNY Hedge Fund Activity: Q2 2026 in Review

1,867 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2026, worth a combined $82.9B — up 22% from $67.8B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new BNY positions and 90 closed out — a net gain of 137 holders — while 662 added to existing stakes and 703 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $504M. The largest seller was Dodge & Cox, cutting an estimated $929M.

  • 1,867 institutional investors held Bank of New York Mellon (BNY) as of Q2 2026, up from 1,762 in Q1 2026.
  • Funds reported $82.9B of Bank of New York Mellon stock for Q2 2026, up 22% quarter-over-quarter.
  • 227 funds opened new Bank of New York Mellon positions in Q2 2026 and 90 closed out, a net change of +137 holders.
  • The largest Bank of New York Mellon buyer in Q2 2026 was Wellington Management Group, an estimated $504M added.
  • The largest Bank of New York Mellon seller in Q2 2026 was Dodge & Cox, an estimated $929M sold.

Based on aggregated 13F filings for Q2 2026.