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
LGF
1101
LGT Group Foundation
Liechtenstein
$469K
DCM
1102
DGS Capital Management
New Jersey
$468K
CMBA
1103
C.M. Bidwell & Associates
Hawaii
$466K
BC
1104
Barrett & Company
Rhode Island
$465K
SWM
1105
Stronghold Wealth Management
Florida
$465K
CIAS
1106
CFS Investment Advisory Services
New Jersey
$465K
TFA
1107
Tranquilli Financial Advisor
New Jersey
$464K
EWA
1108
Exencial Wealth Advisors
Oklahoma
$463K
SSCA
1109
South Shore Capital Advisors
Massachusetts
$463K
MO
1110
McMillan Office
Michigan
$463K
PL
1111
Perpetual Ltd
Australia
$460K
UAG
1112
United Advisor Group
Ohio
$460K
BTW
1113
Boston Trust Walden
Massachusetts
$456K
HTC
1114
Haverford Trust Company
Pennsylvania
$455K
WRPWM
1115
Werba Rubin Papier Wealth Management
California
$453K
KW
1116
Keyvantage Wealth
Pennsylvania
$451K
NG
1117
Norden Group
Utah
$451K
AWC
1118
Abundance Wealth Counselors
Pennsylvania
$449K
SEIA
1119
Signature Estate & Investment Advisors
California
$448K
WA
1120
Waddell & Associates
Tennessee
$447K
SIA
1121
Sage Investment Advisers
New York
$446K
LFA
1122
Legacy Financial Advisors
Kentucky
$444K
QWP
1123
Quotient Wealth Partners
Texas
$443K
HAS
1124
HBW Advisory Services
California
$443K
BA
1125
Bridgewater Advisors
New York
$442K