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
VWM
1201
Venturi Wealth Management
Texas
$374K
OKSA
1202
O'Keefe Stevens Advisory
New York
$374K
WAP
1203
Wealthcare Advisory Partners
Pennsylvania
$374K
BWP
1204
Balboa Wealth Partners
Arizona
$372K
MIM
1205
Marco Investment Management
Georgia
$371K
GWM
1206
Gilpin Wealth Management
Colorado
$370K
SP
1207
Stablepoint Partners
Massachusetts
$370K
IP
1208
Ignite Planners
California
$370K
BGA
1209
Battery Global Advisors
Massachusetts
$369K
TFA
1210
Trinity Financial Advisors
Ohio
$369K
BHBT
1211
Burke & Herbert Bank & Trust
Virginia
$367K
RCG
1212
Regatta Capital Group
California
$366K
BWM
1213
BlackDiamond Wealth Management
New York
$363K
MFS
1214
Mirabella Financial Services
United Kingdom
$362K
DJSG
1215
D.J. St. Germain
Massachusetts
$361K
BSB
1216
Bangor Savings Bank
Maine
$360K
OLA
1217
Oliver Luxxe Assets
New Jersey
$359K
EA
1218
Everpar Advisors
Oklahoma
$358K
MWM
1219
MinichMacGregor Wealth Management
New York
$357K
RC
1220
Roundview Capital
New Jersey
$357K
MW
1221
Maia Wealth
Colorado
$356K
VCM
1222
Voleon Capital Management
California
$356K
LW
1223
Linscomb Wealth
Texas
$355K
CAU
1224
Caxton Associates (UK)
$353K
NSIM
1225
North Star Investment Management
Illinois
$353K