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
TL
826
Tradewinds LLC
North Carolina
$1.05M
AIP
827
Almanack Investment Partners
Pennsylvania
$1.05M
DWM
828
Diversify Wealth Management
Utah
$1.05M
BDL
829
Banque de Luxembourg
Luxembourg
$1.05M
SAM
830
Strategy Asset Managers
California
$1.04M
LAM
831
Lountzis Asset Management
Pennsylvania
$1.04M
FNFDCM
832
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.04M
TA
833
Tectonic Advisors
Texas
$1.03M
MK
834
MASTERINVEST Kapitalanlage
$1.03M
FT
835
Fiduciary Trust
Massachusetts
$1.03M
PWM
836
Perigon Wealth Management
California
$1.03M
CFMC
837
Curbstone Financial Management Corp
New Hampshire
$1.03M
IC
838
Inscription Capital
Texas
$1.02M
PBK
839
Peoples Bank (Kansas)
Kansas
$1.02M
SS
840
Sunbelt Securities
Texas
$1.02M
CIC
841
Crawford Investment Counsel
Georgia
$1.02M
DWP
842
Daymark Wealth Partners
Ohio
$1.02M
UFF
843
USA Financial Formulas
Michigan
$1.02M
WQ
844
Wealth Quarterback
New Jersey
$1.01M
WOSD
845
WFA of San Diego
California
$1.01M
QI
846
Qtron Investments
Massachusetts
$1.01M
SFS
847
Summit Financial Strategies
Ohio
$1.01M
EWA
848
EP Wealth Advisors
California
$1.01M
TTWM
849
TCV Trust & Wealth Management
Virginia
$1M
MGIA
850
Moneta Group Investment Advisors
Missouri
$1M