BNY

Bank of New York Mellon

1,736 hedge funds and large institutions have $67.7B invested in Bank of New York Mellon in 2026 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 651 increasing their positions, 647 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
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
HIM
801
Hanlon Investment Management
New Jersey
$1.14M
RIA
802
Realta Investment Advisors
Delaware
$1.14M
GWM
803
Geneos Wealth Management
Colorado
$1.14M
FIA
804
Foundations Investment Advisors
Arizona
$1.12M
MNBTD
805
Moody National Bank Trust Division
Texas
$1.12M
MSWM
806
McGlone Suttner Wealth Management
Wisconsin
$1.12M
TFA
807
Transamerica Financial Advisors
Florida
$1.12M
WDC
808
Woodward Diversified Capital
California
$1.11M
FMI
809
Frec Markets Inc
California
$1.11M
GC
810
Gilbert & Cook
Iowa
$1.1M
FWIA
811
Fort Washington Investment Advisors
Ohio
$1.1M
MG
812
Mather Group
Illinois
$1.1M
FFM
813
Forum Financial Management
Illinois
$1.1M
SFS
814
Sowell Financial Services
Arkansas
$1.1M
ACA
815
Aptus Capital Advisors
Alabama
$1.09M
LIM
816
Loudon Investment Management
New Hampshire
$1.09M
BWP
817
BSW Wealth Partners
Colorado
$1.09M
RC
818
Rexford Capital
Texas
$1.08M
GWMR
819
GC Wealth Management RIA
Massachusetts
$1.07M
WPC
820
Wedmont Private Capital
Pennsylvania
$1.07M
FFS
821
Founders Financial Securities
Maryland
$1.06M
VA
822
Verdad Advisers
Massachusetts
$1.06M
MFIM
823
Mesirow Financial Investment Management
Illinois
$1.06M
KCM
824
Kathmere Capital Management
Pennsylvania
$1.05M
LA
825
LVW Advisors
New York
$1.05M