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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
HW
1401
HORAN Wealth
Ohio
$316K
FCM
1402
Fortis Capital Management
Washington
$316K +$10.7K +78 +4%
FHA
1403
Flagship Harbor Advisors
Massachusetts
$316K
NA
1404
Networth Advisors
Pennsylvania
$315K
QL
1405
Quarry LP
New York
$314K +$297K +2,174 New
MFG
1406
Magnus Financial Group
New York
$314K +$15.9K +116 +6%
MHR
1407
Matthew Hamilton Rosenberg
$312K
HFAS
1408
Hummer Financial Advisory Services
Illinois
$311K
RW
1409
Rede Wealth
Virginia
$310K +$137 +1 +0%
VVP
1410
Venture Visionary Partners
Ohio
$310K +$16.7K +122 +6%
WWM
1411
Whalen Wealth Management
Nevada
$309K +$293K +2,140 New
FFA
1412
Founders Financial Alliance
North Carolina
$308K +$13.5K +99 +5%
CFO
1413
CVA Family Office
Colorado
$308K -$3.56K -26 -1%
BMC
1414
Beaton Management Company
Massachusetts
$307K
PPC
1415
Pennington Partners & Co
Maryland
$307K +$1.09K +8 +0.4%
UOTTAIMCU
1416
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$307K +$174K +1,272 +150%
FMII
1417
Farmers & Merchants Investments Inc
Nebraska
$307K +$27.3K +200 +10%
IIL
1418
Income Insurance Ltd
$306K
CHAM
1419
Clear Harbor Asset Management
Connecticut
$306K -$3.28K -24 -1%
PT
1420
Plimoth Trust
Massachusetts
$305K -$2.05K -15 -0.7%
RSWM
1421
Robertson Stephens Wealth Management
California
$305K -$11.5K -84 -4%
FWA
1422
FSM Wealth Advisors
Ohio
$305K -$13.9K -102 -5%
FOA
1423
Five Oceans Advisors
California
$304K -$137 -1 -0%
ASA
1424
Axxion S.A.
Luxembourg
$304K +$287K +2,100 New
MCCP
1425
Mission Creek Capital Partners
California
$304K +$287K +2,100 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.