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
MSWA
1326
Marshall & Sterling Wealth Advisors
New York
$281K
BOJHT
1327
Bank of Jackson Hole Trust
Wyoming
$280K
ML
1328
McAdam LLC
Pennsylvania
$280K
TWA
1329
TCI Wealth Advisors
Arizona
$279K
CFS
1330
CRA Financial Services
New Jersey
$278K
RWM
1331
Rialto Wealth Management
New York
$277K
BC
1332
Bayforest Capital
United Kingdom
$277K
PW
1333
PUREfi Wealth
Massachusetts
$275K
DE
1334
Defiance ETFs
New York
$275K
TWM
1335
Thrive Wealth Management
Pennsylvania
$274K
LAM
1336
LOM Asset Management
$274K
AT
1337
Adelphi Trust
Florida
$273K
EBWM
1338
Eagle Bluffs Wealth Management
Missouri
$273K
GBT
1339
Grove Bank & Trust
Florida
$271K
RWP
1340
Ridgecrest Wealth Partners
California
$270K
HEM
1341
Henson-Edgewater Management
Ohio
$269K
FMTCOCP
1342
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$269K
IIL
1343
Insight Inv LLC
California
$268K
OAS
1344
Optivise Advisory Services
Tennessee
$268K
DMBA
1345
Deseret Mutual Benefit Administrators
Utah
$268K
TWM
1346
TRB Wealth Management
Texas
$268K
RFP
1347
Root Financial Partners
California
$267K
AA
1348
AlphaCentric Advisors
Puerto Rico
$267K
DWM
1349
Destination Wealth Management
California
$266K
SCM
1350
Stordahl Capital Management
Colorado
$266K