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BNY

Bank of New York Mellon

1,753 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 128 funds opening new positions, 656 increasing their positions, 653 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,753
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
Capstone Investment Advisors
776
Capstone Investment Advisors
New York
$1.28M
WBWA
777
William B. Walkup & Associates
South Carolina
$1.27M
TE
778
Tema ETFs
New York
$1.26M
SRC
779
Shufro Rose & Co
New York
$1.25M
HAIM
780
Hunter Associates Investment Management
Pennsylvania
$1.25M
CPIG
781
Chicago Partners Investment Group
Illinois
$1.24M
KFSC
782
Keystone Financial Services (Colorado)
Colorado
$1.24M
NB
783
NBT Bank
New York
$1.23M
AIM
784
Aspen Investment Management
Michigan
$1.23M
HKAM
785
Horizon Kinetics Asset Management
New York
$1.22M
PCA
786
Pallas Capital Advisors
Massachusetts
$1.21M
YIM
787
Yoffe Investment Management
Pennsylvania
$1.21M
MCM
788
Magnolia Capital Management
New York
$1.2M
LOAMS
789
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.2M
CRI
790
Commonwealth Retirement Investments
Virginia
$1.2M
JAG
791
Journey Advisory Group
Kentucky
$1.19M
AWA
792
Arete Wealth Advisors
Illinois
$1.19M
HWMO
793
Heritage Wealth Management (Ohio)
Ohio
$1.19M
HAG
794
HF Advisory Group
Maryland
$1.18M
VDI
795
Vaughan David Investments
Illinois
$1.18M
BBA
796
Baader Bank Aktiengesellschaft
Germany
$1.17M
DADC
797
D.A. Davidson & Co
Montana
$1.17M
ANTB
798
AMG National Trust Bank
Colorado
$1.16M
CI
799
CX Institutional
Indiana
$1.16M
AWAP
800
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.15M