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BNY

Bank of New York Mellon

1,867 hedge funds and large institutions have $82.9B invested in Bank of New York Mellon in 2026 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 662 increasing their positions, 703 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 90

22% more capital invested

Capital invested by funds: $67.8B → $82.9B (+$15.1B)

6% more funds holding

Funds holding: 1,7621,867 (+105)

0.44% more ownership

Funds ownership: 83.13%83.57% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

6% less repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 703

24% less call options, than puts

Call options by funds: $620M | Put options by funds: $819M

Holders
1,867
Holders Change
+105
Holders Change %
+5.96%
% of All Funds
22.55%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
227
Increased
662
Reduced
703
Closed
90
Calls
$620M
Puts
$819M
Net Calls
-$199M
Net Calls Change
-$299M
Name Holding Trade Value Shares
Change
Change in
Stake
FGC
1376
First Growth Capital
Maryland
$337K
RWM
1377
Rialto Wealth Management
New York
$336K -$1.78K -13 -0.6%
ACM
1378
Aster Capital Management
United Arab Emirates
$334K +$316K +2,311 New
MW
1379
Maia Wealth
Colorado
$334K -$95.3K -697 -23%
AT
1380
Adelphi Trust
Florida
$333K
KWM
1381
Keebeck Wealth Management
Illinois
$333K +$315K +2,303 New
IFG
1382
Independent Financial Group
California
$333K +$38.6K +282 +14%
GBT
1383
Grove Bank & Trust
Florida
$331K +$547 +4 +0.2%
WFA
1384
Wellspring Financial Advisors
Ohio
$330K -$85.9K -628 -22%
ACA
1385
Arsenal Capital Advisors
Pennsylvania
$329K -$26.3K -192 -8%
SCM
1386
Stordahl Capital Management
Colorado
$329K +$4.24K +31 +1%
TWA
1387
TCI Wealth Advisors
Arizona
$329K -$10.8K -79 -3%
CWS
1388
Cypress Wealth Services
California
$329K -$22.6K -165 -7%
CH
1389
Cromwell Holdings
Wyoming
$328K +$5.61K +41 +2%
FMTCOCP
1390
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$328K
LAM
1391
LOM Asset Management
$327K -$6.84K -50 -2%
JFGLC
1392
Johnson Financial Group LLC (Colorado)
Colorado
$323K +$305K +2,233 New
JWM
1393
JGP Wealth Management
Oregon
$323K +$14.2K +104 +5%
USWIA
1394
UP Strategic Wealth Investment Advisors
Pennsylvania
$321K
PAS
1395
Professional Advisory Services
Florida
$319K +$301K +2,203 New
IIL
1396
Insight Inv LLC
California
$319K -$7.66K -56 -2%
TWM
1397
Thrive Wealth Management
Pennsylvania
$318K -$15.3K -112 -5%
FCM
1398
Fire Capital Management
California
$318K
DLA
1399
Douglas Lane & Associates
New York
$318K -$3.69K -27 -1%
QC
1400
Quantessence Capital
New York
$318K +$301K +2,198 New

BNY Hedge Fund Activity: Q2 2026 in Review

1,867 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2026, worth a combined $82.9B — up 22% from $67.8B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new BNY positions and 90 closed out — a net gain of 137 holders — while 662 added to existing stakes and 703 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $504M. The largest seller was Dodge & Cox, cutting an estimated $929M.

  • 1,867 institutional investors held Bank of New York Mellon (BNY) as of Q2 2026, up from 1,762 in Q1 2026.
  • Funds reported $82.9B of Bank of New York Mellon stock for Q2 2026, up 22% quarter-over-quarter.
  • 227 funds opened new Bank of New York Mellon positions in Q2 2026 and 90 closed out, a net change of +137 holders.
  • The largest Bank of New York Mellon buyer in Q2 2026 was Wellington Management Group, an estimated $504M added.
  • The largest Bank of New York Mellon seller in Q2 2026 was Dodge & Cox, an estimated $929M sold.

Based on aggregated 13F filings for Q2 2026.