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
CPIA
901
Cornell Pochily Investment Advisors
New York
$851K
KLCM
902
KG&L Capital Management
Louisiana
$850K
AWM
903
Avior Wealth Management
Nebraska
$849K
GS
904
GTS Securities
New York
$848K
RDWM
905
Red Door Wealth Management
Tennessee
$846K
OFG
906
Oxford Financial Group
Indiana
$844K
PTC
907
Private Trust Company
Ohio
$842K
TRCT
908
Tower Research Capital (TRC)
New York
$839K
RWM
909
RKL Wealth Management
Pennsylvania
$839K
SDAM
910
Shulman DeMeo Asset Management
New York
$838K
KFP
911
KMG Fiduciary Partners
Ohio
$837K
PA
912
Profund Advisors
Maryland
$835K
KFGK
913
Keystone Financial Group (Kentucky)
Kentucky
$832K
BLC
914
Brown, Lisle/Cummings
Rhode Island
$830K
ACM
915
Advisors Capital Management
New Jersey
$828K
WG
916
Winton Group
United Kingdom
$828K
AR
917
Apeiron RIA
Texas
$819K
FAM
918
Formidable Asset Management
Ohio
$812K
FFA
919
First Foundation Advisors
California
$811K
ILI
920
Invesco LLC (Illinois)
Illinois
$808K
BW
921
Basepoint Wealth
Iowa
$808K
Fisher Asset Management
922
Fisher Asset Management
Washington
$805K
SW
923
Simplicity Wealth
New Jersey
$805K
GLR
924
Great Lakes Retirement
Ohio
$799K
TCPW
925
Twin City Private Wealth
North Carolina
$795K