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BNY

Bank of New York Mellon

1,762 hedge funds and large institutions have $67.8B invested in Bank of New York Mellon in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 656 increasing their positions, 656 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 96

32% more call options, than puts

Call options by funds: $408M | Put options by funds: $308M

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0% more funds holding

Funds holding: 1,7581,762 (+4)

0% more repeat investments, than reductions

Existing positions increased: 656 | Existing positions reduced: 656

1% less capital invested

Capital invested by funds: $68.4B → $67.8B (-$598M)

1.42% less ownership

Funds ownership: 84.54%83.13% (-1.4%)

Holders
1,762
Holders Change
+4
Holders Change %
+0.23%
% of All Funds
21.56%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.4%
New
131
Increased
656
Reduced
656
Closed
96
Calls
$408M
Puts
$308M
Net Calls
+$100M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
251
BSN Capital Partners
United Kingdom
$18.5M
II
252
IFM Investors
Australia
$18.3M +$611K +5,137 +3%
DnB Asset Management
253
DnB Asset Management
Norway
$18.3M +$1.05M +8,842 +6%
VCM
254
Vivaldi Capital Management
Illinois
$18.2M -$1.11M -9,344 -6%
SC
255
Stolper & Co
Oklahoma
$18.2M -$4.96M -41,708 -52%
Financial Engines Advisors
256
Financial Engines Advisors
California
$17.9M -$21.4K -180 -0.1%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$17.6M +$1.2M +10,107 +7%
Retirement Systems of Alabama
258
Retirement Systems of Alabama
Alabama
$17.3M -$261K -2,198 -1%
BMSSC
259
B. Metzler seel. Sohn & Co
Germany
$17.3M +$1.33M +11,169 +8%
SCM
260
Shelton Capital Management
Colorado
$17.3M +$1.09M +9,204 +7%
IIM
261
INTECH Investment Management
Florida
$17.2M +$932K +7,840 +6%
ST
262
Smithfield Trust
Pennsylvania
$17M -$548K -4,611 -3%
IP
263
Isthmus Partners
Wisconsin
$17M -$2.45M -20,588 -13%
ProShare Advisors
264
ProShare Advisors
Maryland
$17M -$474K -3,988 -3%
AV
265
ASR Vermogensbeheer
Netherlands
$16.8M +$225K +1,888 +1%
Neuberger Berman Group
266
Neuberger Berman Group
New York
$16.5M +$924K +7,774 +6%
NCM
267
Novare Capital Management
North Carolina
$16.4M -$513K -4,311 -3%
PP
268
Prudential plc
United Kingdom
$16.3M -$5.84M -49,075 -26%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$16.3M +$12.6M +105,874 +292%
CCMINC
270
Cardinal Capital Management Inc (North Carolina)
North Carolina
$16.2M -$272K -2,284 -2%
Cerity Partners
271
Cerity Partners
New York
$16.2M +$2.6M +21,838 +19%
Daiwa Securities Group
272
Daiwa Securities Group
Japan
$16M +$975K +8,199 +6%
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$16M -$844K -7,097 -5%
WP
274
Woodline Partners
California
$16M +$1.86M +15,677 +13%
EF
275
Empowered Funds
Pennsylvania
$15.9M +$16M +134,347 New

BNY Hedge Fund Activity: Q1 2026 in Review

1,762 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2026, worth a combined $67.8B — down 0.87% from $68.4B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new BNY positions and 96 closed out — a net gain of 35 holders — while 656 added to existing stakes and 656 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $477M. The largest seller was Fidelity Investments, cutting an estimated $687M.

  • 1,762 institutional investors held Bank of New York Mellon (BNY) as of Q1 2026, up from 1,758 in Q4 2025.
  • Funds reported $67.8B of Bank of New York Mellon stock for Q1 2026, down 0.87% quarter-over-quarter.
  • 131 funds opened new Bank of New York Mellon positions in Q1 2026 and 96 closed out, a net change of +35 holders.
  • The largest Bank of New York Mellon buyer in Q1 2026 was Wellington Management Group, an estimated $477M added.
  • The largest Bank of New York Mellon seller in Q1 2026 was Fidelity Investments, an estimated $687M sold.

Based on aggregated 13F filings for Q1 2026.