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
RRA
851
Round Rock Advisors
Connecticut
$998K
MCM
852
Manchester Capital Management
Vermont
$998K
SAM
853
Smartleaf Asset Management
Massachusetts
$987K
HPC
854
HM Payson & Co
Maine
$986K
TMC
855
Themes Management Co
Connecticut
$982K
CTC
856
Central Trust Company
Missouri
$982K
HIA
857
Harbor Investment Advisory
Maryland
$980K
VCM
858
Versant Capital Management
Arizona
$974K
HIP
859
HUB Investment Partners
Texas
$970K
SGI
860
Summit Global Investments
Utah
$970K
JWM
861
Jeppson Wealth Management
California
$970K
AC
862
Apella Capital
Connecticut
$965K
OWA
863
Outlook Wealth Advisors
Texas
$960K
TAM
864
Trust Asset Management
Texas
$958K
CCA
865
Checchi Capital Advisers
California
$957K
MWP
866
Meriwether Wealth & Planning
Louisiana
$956K
NFG
867
Nations Financial Group
Iowa
$949K
NWWA
868
New Wave Wealth Advisors
Arkansas
$946K
CSC
869
Caldwell Sutter Capital
California
$942K
RCM
870
Raleigh Capital Management
North Carolina
$940K
BIG
871
Builder Investment Group
Georgia
$938K
SAI
872
Savvy Advisors Inc
New York
$937K
CNC
873
Canandaigua National Corp
New York
$936K
SFS
874
Stiles Financial Services
Minnesota
$935K
HI
875
Hendershot Investments
Virginia
$934K