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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
CAM
301
Congress Asset Management
Massachusetts
$14.4M +$12.6M +92,276 +1,209%
OBAM
302
ODDO BHF Asset Management
France
$14.4M +$13.6M +99,719 New
Nordea Investment Management
303
Nordea Investment Management
Sweden
$14.3M +$3.3M +24,138 +32%
Baird Financial Group
304
Baird Financial Group
Wisconsin
$14.3M +$2.02M +14,753 +18%
SPIA
305
Steward Partners Investment Advisory
New York
$14.3M +$3.17M +23,186 +31%
SCM
306
Shelton Capital Management
Colorado
$14.2M -$6.45M -47,194 -32%
KA
307
Kintegral Advisory
New York
$14.2M
BAMF
308
BI Asset Management Fondsmaeglerselskab
Denmark
$14M -$1.56M -11,388 -11%
BFS
309
Bradley Foster & Sargent
Connecticut
$13.9M -$14.6K -107 -0.1%
AAIS
310
ABN AMRO Investment Solutions
$13.9M +$1.62M +11,840 +14%
O
311
Ossiam
France
$13.8M +$7.32M +53,511 +128%
AAM
312
Advisors Asset Management
Colorado
$13.6M -$1.07M -7,827 -8%
TAM
313
Trillium Asset Management
Massachusetts
$13.6M -$1.06M -7,720 -8%
PMG
314
ProVise Management Group
Florida
$13.6M -$159K -1,163 -1%
NAM
315
Nissay Asset Management
Japan
$13.4M +$425K +3,109 +3%
GCM
316
Genus Capital Management
British Columbia, Canada
$13.4M -$1.95M -14,236 -13%
ELC
317
Edgar Lomax Company
Virginia
$13.3M -$1.13M -8,235 -8%
Bank Julius Baer & Co
318
Bank Julius Baer & Co
Switzerland
$13.3M +$10.3M +75,161 +441%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$13.2M -$4.4M -32,162 -26%
IP
320
Interval Partners
New York
$13.2M -$22.5M -164,708 -64%
VWA
321
Visionary Wealth Advisors
Illinois
$13.1M +$69.9K +511 +0.6%
CIC
322
Chase Investment Counsel
Virginia
$13.1M +$591K +4,323 +5%
LF
323
Longbow Finance
Switzerland
$13.1M +$12.3M +90,298 New
KCG
324
Kinsale Capital Group
Virginia
$13M +$12.3M +90,062 New
MOACM
325
Mutual of America Capital Management
New York
$12.9M -$409K -2,992 -3%

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.