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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
CSB
1426
City State Bank
Iowa
$304K
FG
1427
Foster Group
Iowa
$302K +$16.7K +122 +6%
VDC
1428
Van Diest Capital
Iowa
$302K -$402K -2,942 -58%
CFP
1429
Catalyst Financial Partners
Massachusetts
$300K -$278K -2,031 -49%
CCA
1430
Cooper Capital Advisors
California
$300K +$273 +2 +0.1%
GWP
1431
Gateway Wealth Partners
Wisconsin
$299K -$69.7K -510 -20%
AIM
1432
Axiom Investment Management
New York
$298K +$159K +1,164 +129%
CIAS
1433
Capital Investment Advisory Services
North Carolina
$298K +$2.6K +19 +0.9%
3IP
1434
3Chopt Investment Partners
Virginia
$298K +$281K +2,058 New
ACP
1435
Aviance Capital Partners
Florida
$297K
DCM
1436
Dorato Capital Management
Colorado
$296K
CIA
1437
Caerus Investment Advisors
Texas
$295K +$25.6K +187 +10%
LCC
1438
Lincoln Capital Corp
Rhode Island
$295K +$1.09K +8 +0.4%
CT
1439
Colonial Trust
South Carolina
$293K -$6.84K -50 -2%
BBA
1440
Braun-Bostich & Associates
Pennsylvania
$293K -$18K -132 -6%
JSL
1441
JT Stratford LLC
Georgia
$293K -$410 -3 -0.1%
ABTD
1442
Arvest Bank Trust Division
Oklahoma
$292K -$2.6K -19 -0.9%
IP
1443
Indivisible Partners
Florida
$292K +$276K +2,020 New
IWA
1444
Inspirion Wealth Advisors
Illinois
$292K
VFM
1445
Vision Financial Markets
Connecticut
$292K
PCTC
1446
Perkins Coie Trust Company
Washington
$292K
VWM
1447
Vigilare Wealth Management
Arizona
$291K
QFA
1448
Quantum Financial Advisors
California
$290K -$4.1K -30 -1%
AP
1449
Advisortrust Partners
North Carolina
$290K
SPI
1450
Santori & Peters Inc
Pennsylvania
$290K

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.