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BNY

Bank of New York Mellon

1,762 hedge funds and large institutions have $67.8B invested in Bank of New York Mellon in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 656 increasing their positions, 656 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 96

32% more call options, than puts

Call options by funds: $408M | Put options by funds: $308M

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0% more funds holding

Funds holding: 1,7581,762 (+4)

0% more repeat investments, than reductions

Existing positions increased: 656 | Existing positions reduced: 656

1% less capital invested

Capital invested by funds: $68.4B → $67.8B (-$598M)

1.42% less ownership

Funds ownership: 84.54%83.13% (-1.4%)

Holders
1,762
Holders Change
+4
Holders Change %
+0.23%
% of All Funds
21.56%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.4%
New
131
Increased
656
Reduced
656
Closed
96
Calls
$408M
Puts
$308M
Net Calls
+$100M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$73.3M +$15.7M +131,682 +27%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$73.1M -$1.55M -13,000 -2%
CS
103
Candriam SCA
Luxembourg
$68.6M +$1.64M +13,791 +2%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$66.5M +$5.06M +42,559 +8%
Man Group
105
Man Group
United Kingdom
$66.4M -$7.88M -66,267 -11%
Pictet Asset Management
106
Pictet Asset Management
Switzerland
$66M +$5.34M +44,888 +9%
MGP
107
M&G plc
United Kingdom
$65.5M -$2.47M -20,771 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
108
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$64.3M +$14.7M +123,296 +29%
VF
109
Vest Financial
Virginia
$62.7M +$4.11M +34,526 +7%
DSA
110
Davis Selected Advisers
Arizona
$62.3M +$417K +3,506 +0.7%
CIM
111
Corda Investment Management
Texas
$62.3M -$3.17M -26,623 -5%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$61.1M -$136M -1,147,473 -69%
NA
113
NewEdge Advisors
Louisiana
$60.5M -$673K -5,663 -1%
LCIP
114
Life Cycle Investment Partners
$60.5M +$20.7M +173,795 +52%
PCH
115
Polar Capital Holdings
United Kingdom
$57.6M +$47.4M +398,928 +463%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$55.6M -$416K -3,500 -0.7%
Los Angeles Capital Management
117
Los Angeles Capital Management
California
$55.4M +$44.2M +371,485 +389%
LA
118
LFL Advisers
Illinois
$54.5M -$367K -3,085 -0.7%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$51.7M +$5.61M +47,146 +12%
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$51.7M +$12.6M +105,884 +32%
ECSS
121
Eurizon Capital SGR SpA
$50.1M -$182M -1,534,293 -78%
TAM
122
Todd Asset Management
Kentucky
$49.4M +$5.45M +45,797 +12%
LCS
123
Levin Capital Strategies
New York
$49.3M -$1.04M -8,750 -2%
Public Sector Pension Investment Board (PSP Investments)
124
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$48.7M +$27.7M +233,145 +131%
ZIG
125
Zurich Insurance Group
Switzerland
$48.5M -$21.4M -179,975 -31%

BNY Hedge Fund Activity: Q1 2026 in Review

1,762 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2026, worth a combined $67.8B — down 0.87% from $68.4B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new BNY positions and 96 closed out — a net gain of 35 holders — while 656 added to existing stakes and 656 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $477M. The largest seller was Fidelity Investments, cutting an estimated $687M.

  • 1,762 institutional investors held Bank of New York Mellon (BNY) as of Q1 2026, up from 1,758 in Q4 2025.
  • Funds reported $67.8B of Bank of New York Mellon stock for Q1 2026, down 0.87% quarter-over-quarter.
  • 131 funds opened new Bank of New York Mellon positions in Q1 2026 and 96 closed out, a net change of +35 holders.
  • The largest Bank of New York Mellon buyer in Q1 2026 was Wellington Management Group, an estimated $477M added.
  • The largest Bank of New York Mellon seller in Q1 2026 was Fidelity Investments, an estimated $687M sold.

Based on aggregated 13F filings for Q1 2026.