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
SMA
1401
Seven Mile Advisory
New Jersey
$240K
IFG
1402
Independent Financial Group
California
$240K
VVP
1403
Venture Visionary Partners
Ohio
$240K
PCTC
1404
Perkins Coie Trust Company
Washington
$240K
KA
1405
Kooman & Associates
Pennsylvania
$239K
VWM
1406
Vigilare Wealth Management
Arizona
$239K
AP
1407
Advisortrust Partners
North Carolina
$238K
SPI
1408
Santori & Peters Inc
Pennsylvania
$238K
OWP
1409
ORG Wealth Partners
Texas
$237K
5SA
1410
5th Street Advisors
Connecticut
$237K
CC
1411
Cadinha & Co
Hawaii
$237K
LRPA
1412
L. Roy Papp & Associates
Arizona
$237K
SWK
1413
Stephen W. Kidder
$237K
VFM
1414
Vision Financial Markets
Connecticut
$237K
IWA
1415
Inspirion Wealth Advisors
Illinois
$237K
BL
1416
Bleichroeder LP
New York
$237K
CWMGO
1417
Capstone Wealth Management Group (Oregon)
Oregon
$237K
NL
1418
NWAM LLC
Washington
$235K
EWL
1419
Emissary Wealth LLC
New Jersey
$235K
Empower Advisory Group
1420
Empower Advisory Group
Colorado
$234K
BWM
1421
BKM Wealth Management
Wisconsin
$234K
FG
1422
Foster Group
Iowa
$234K
BAM
1423
Belpointe Asset Management
Nevada
$234K
NDSI
1424
Newman Dignan & Sheerar Inc
Rhode Island
$232K
LBC
1425
Leigh Baldwin & Co
New York
$232K