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
AA
1276
Alta Advisers
United Kingdom
$311K
CCWM
1277
Cassaday & Co Wealth Management
Virginia
$311K
MWM
1278
Modern Wealth Management
Kansas
$310K
S
1279
Storgate
Texas
$310K
PWW
1280
Pettyjohn Wood & White
Virginia
$309K
FFG
1281
Fiduciary Financial Group
California
$309K
WF
1282
WoodTrust Financial
Wisconsin
$309K
ZF
1283
Zhang Financial
Michigan
$308K
JTWM
1284
Jackson Thornton Wealth Management
Alabama
$308K
CCT
1285
Chemung Canal Trust
New York
$308K
SFC
1286
SYM Financial Corp
Indiana
$308K
WMS
1287
Wealth Management Strategies
Pennsylvania
$307K
HIIFS
1288
Harel Insurance Investments & Financial Services
Israel
$307K
GWP
1289
Gateway Wealth Partners
Wisconsin
$306K
WMA
1290
Wealth Management Associates
New Jersey
$306K
AWMG
1291
Alliance Wealth Management Group
New Jersey
$305K
TCM
1292
Towercrest Capital Management
Pennsylvania
$305K
RWP
1293
Revolve Wealth Partners
New Jersey
$305K
WC
1294
Waterloo Capital
Texas
$305K
BIA
1295
Bell Investment Advisors
California
$303K
MHIC
1296
Marble Harbor Investment Counsel
Massachusetts
$303K
AMM
1297
American Money Management
California
$302K
PL
1298
Plancorp LLC
Missouri
$302K
CAAS
1299
Capital Asset Advisory Services
Michigan
$302K
MCWA
1300
Meadow Creek Wealth Advisors
Georgia
$301K