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
OAM
1001
Oppenheimer Asset Management
New York
$616K
RL
1002
Rogco LP
Oklahoma
$611K
SAM
1003
Secure Asset Management
Michigan
$607K
AC
1004
Avestar Capital
New York
$607K
IA
1005
IFP Advisors
Florida
$602K
VFA
1006
Valeo Financial Advisors
Indiana
$602K
LRIA
1007
Leonard Rickey Investment Advisors
Washington
$602K
SPC
1008
Sigma Planning Corp
Michigan
$601K
GIA
1009
GHP Investment Advisors
Colorado
$599K
MWM
1010
Modera Wealth Management
New Jersey
$598K
SIM
1011
Studio Investment Management
Illinois
$598K
VDC
1012
Van Diest Capital
Iowa
$597K
TPI
1013
Trust Point Inc
Wisconsin
$596K
SA
1014
Sovran Advisors
California
$593K
SA
1015
Sicart Associates
New York
$593K
DWT
1016
Dorsey & Whitney Trust
South Dakota
$593K
GCP
1017
GSA Capital Partners
United Kingdom
$593K
LCGC
1018
Legacy Capital Group California
California
$593K
KCP
1019
Kera Capital Partners
California
$591K
IIM
1020
Invariant Investment Management
Pennsylvania
$591K
1832 Asset Management
1021
1832 Asset Management
Ontario, Canada
$591K
GWANC
1022
Guardian Wealth Advisors (North Carolina)
North Carolina
$585K
AIM
1023
Alhambra Investment Management
Florida
$582K
BAAM
1024
Baker Avenue Asset Management
California
$580K
BHWM
1025
Bar Harbor Wealth Management
New Hampshire
$580K