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
FG
1076
Fiduciary Group
Georgia
$501K
SL
1077
Sentinus LLC
Illinois
$500K
DPW
1078
DiNuzzo Private Wealth
Pennsylvania
$499K
BMCM
1079
Burns Matteson Capital Management
New York
$499K
DBIA
1080
Dumont & Blake Investment Advisors
New Jersey
$497K
MEAC
1081
M.E. Allison & Co
Texas
$496K
BRWA
1082
B. Riley Wealth Advisors
Florida
$495K
WBCM
1083
Wilson & Boucher Capital Management
California
$494K
1WM
1084
1900 Wealth Management
Texas
$493K
OF
1085
Optimize Financial
California
$490K
AWM
1086
Aprio Wealth Management
Georgia
$489K
CWP
1087
Cyndeo Wealth Partners
Florida
$489K
CFP
1088
Catalyst Financial Partners
Massachusetts
$487K
NB
1089
Nicolet Bankshares
Wisconsin
$487K
RWM
1090
Revisor Wealth Management
Ohio
$481K
HI
1091
Harbour Investments
Wisconsin
$481K
JGIA
1092
Jackson Grant Investment Advisers
Connecticut
$479K
VCM
1093
Virtue Capital Management
Tennessee
$478K
CCMG
1094
Clark Capital Management Group
Pennsylvania
$478K
RC
1095
RBO & Co
California
$475K
HPBT
1096
Hickory Point Bank & Trust
Illinois
$474K
JCIA
1097
Jackson Creek Investment Advisors
Colorado
$472K
TCM
1098
Tributary Capital Management
Nebraska
$472K
BBA
1099
BLB&B Advisors
Pennsylvania
$471K
PE
1100
PCM Encore
Colorado
$470K