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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
First Trust Advisors
26
First Trust Advisors
Illinois
$511M -$9.97M -83,879 -2%
LSV Asset Management
27
LSV Asset Management
Illinois
$506M -$80.5M -676,980 -14%
AQR Capital Management
28
AQR Capital Management
Connecticut
$503M +$1.83M +15,381 +0.4%
Vanguard Fiduciary Trust
29
Vanguard Fiduciary Trust
Pennsylvania
$460M +$461M +3,880,295 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$454M -$6.91M -58,140 -1%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$423M +$44.1M +370,978 +12%
Deutsche Bank
32
Deutsche Bank
Germany
$417M +$43.3M +364,034 +12%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$413M -$15.8M -132,918 -4%
UBS Group
34
UBS Group
Switzerland
$365M -$28.6M -240,736 -7%
Robeco Institutional Asset Management
35
Robeco Institutional Asset Management
Netherlands
$361M +$66.1M +555,987 +22%
Primecap Management
36
Primecap Management
California
$301M +$1.54M +12,962 +0.5%
Truist Financial
37
Truist Financial
North Carolina
$279M +$10.1M +84,985 +4%
Parnassus Investments
38
Parnassus Investments
California
$274M -$6.2M -52,114 -2%
National Pension Service
39
National Pension Service
South Korea
$266M -$4.08M -34,330 -2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$251M +$621K +5,222 +0.2%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$237M -$23.3M -195,541 -9%
Barclays
42
Barclays
United Kingdom
$235M -$58M -488,102 -20%
Franklin Resources
43
Franklin Resources
California
$233M +$47.8M +401,598 +26%
Prudential Financial
44
Prudential Financial
New Jersey
$228M +$4.97M +41,783 +2%
Citadel Advisors
45
Citadel Advisors
Florida
$227M +$189M +1,593,060 +494%
Fayez Sarofim & Co
46
Fayez Sarofim & Co
Texas
$222M -$5.44M -45,750 -2%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$218M -$62.6M -526,219 -22%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$210M -$141M -1,182,459 -40%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$200M +$61.1M +513,992 +44%
Vanguard Global Advisers
50
Vanguard Global Advisers
Pennsylvania
$189M +$190M +1,595,313 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.