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
PTC
976
Philadelphia Trust Company
Pennsylvania
$652K
LFG
977
Larson Financial Group
Missouri
$652K
SWM
978
Shepherd Wealth Management
Ohio
$649K
FGA
979
Fortis Group Advisors
New Jersey
$647K
CAM
980
Cidel Asset Management
Ontario, Canada
$644K
FCM
981
Firestone Capital Management
Florida
$642K
AW
982
Alteri Wealth
California
$641K
NC
983
North Capital
Utah
$640K
AC
984
Addison Capital
Pennsylvania
$640K
MCC
985
Money Concepts Capital
Florida
$639K
LS
986
Livforsakringsbolaget Skandia
Sweden
$639K
TCWA
987
Turtle Creek Wealth Advisors
Texas
$638K
AWM
988
Angeles Wealth Management
California
$637K
SWM
989
SeaCrest Wealth Management
New York
$636K
IWA
990
IVC Wealth Advisors
Pennsylvania
$634K
EWM
991
Evercore Wealth Management
New York
$630K
VCA
992
Verdence Capital Advisors
Maryland
$629K
BEAM
993
Baker Ellis Asset Management
Washington
$629K
AGWCA
994
Annis Gardner Whiting Capital Advisors
Florida
$627K
FAG
995
Fortitude Advisory Group
Washington
$626K
VST
996
Van Strum & Towne
California
$626K
SA
997
SPWM Advisors
Michigan
$623K
AFC
998
Avise Financial Cooperative
California
$621K
RCP
999
Rothschild Capital Partners
New York
$620K
NAM
1000
NorthCrest Asset Manangement
Minnesota
$617K