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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
PTP
1451
Platform Technology Partners
New York
$290K -$9.16K -67 -3%
5SA
1452
5th Street Advisors
Connecticut
$289K
BL
1453
Bleichroeder LP
New York
$289K
CC
1454
Cadinha & Co
Hawaii
$289K
SWK
1455
Stephen W. Kidder
$289K
EWL
1456
Emissary Wealth LLC
New Jersey
$286K
FCFC
1457
First Commonwealth Financial Corp
Pennsylvania
$285K -$12.4K -91 -4%
AWM
1458
AAF Wealth Management
Massachusetts
$284K +$269K +1,967 New
RFG
1459
REAP Financial Group
Texas
$284K -$23.1K -169 -8%
NDSI
1460
Newman Dignan & Sheerar Inc
Rhode Island
$283K
AF
1461
Aviso Financial
Ontario, Canada
$283K +$267K +1,955 New
KPWG
1462
KFA Private Wealth Group
Virginia
$283K +$820 +6 +0.3%
PA
1463
Planning Alternatives
Michigan
$282K +$267K +1,953 New
GA
1464
Greenspring Advisors
Maryland
$282K +$4.92K +36 +2%
TWP
1465
Tyche Wealth Partners
Texas
$281K +$16.5K +121 +7%
QWM
1466
Quadcap Wealth Management
Texas
$280K +$22.6K +165 +9%
WF
1467
Wayfinding Financial
Washington
$280K -$547 -4 -0.2%
O3W
1468
Omni 360 Wealth
New Jersey
$280K
EGA
1469
E&G Advisors
Texas
$279K
DMBA
1470
Deseret Mutual Benefit Administrators
Utah
$278K -$45.9K -336 -15%
NP
1471
NorthRock Partners
Minnesota
$278K +$263K +1,920 New
LBC
1472
Leigh Baldwin & Co
New York
$277K -$4.92K -36 -2%
WMWM
1473
Wilkins Miller Wealth Management
Alabama
$277K -$2.46K -18 -0.9%
GEA
1474
Glen Eagle Advisors
New Jersey
$277K +$1.64K +12 +0.6%
5NPW
1475
55 North Private Wealth
Florida
$277K +$262K +1,913 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.