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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 129 funds opening new positions, 655 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
QI
851
Qtron Investments
Massachusetts
$1.01M
SFS
852
Summit Financial Strategies
Ohio
$1.01M
EWA
853
EP Wealth Advisors
California
$1.01M
TTWM
854
TCV Trust & Wealth Management
Virginia
$1M
MGIA
855
Moneta Group Investment Advisors
Missouri
$1M
RRA
856
Round Rock Advisors
Connecticut
$998K
MCM
857
Manchester Capital Management
Vermont
$998K
SAM
858
Smartleaf Asset Management
Massachusetts
$987K
HPC
859
HM Payson & Co
Maine
$986K
TMC
860
Themes Management Co
Connecticut
$982K
CTC
861
Central Trust Company
Missouri
$982K
HIA
862
Harbor Investment Advisory
Maryland
$980K
VCM
863
Versant Capital Management
Arizona
$974K
HIP
864
HUB Investment Partners
Texas
$970K
SGI
865
Summit Global Investments
Utah
$970K
JWM
866
Jeppson Wealth Management
California
$970K
AC
867
Apella Capital
Connecticut
$965K
OWA
868
Outlook Wealth Advisors
Texas
$960K
TAM
869
Trust Asset Management
Texas
$958K
CCA
870
Checchi Capital Advisers
California
$957K
MWP
871
Meriwether Wealth & Planning
Louisiana
$956K
NFG
872
Nations Financial Group
Iowa
$949K
NWWA
873
New Wave Wealth Advisors
Arkansas
$946K
CSC
874
Caldwell Sutter Capital
California
$942K
RCM
875
Raleigh Capital Management
North Carolina
$940K