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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
HCM
1476
Hutchinson Capital Management
California
$275K +$1.78K +13 +0.7%
WTA
1477
Washington Trust Advisors
Massachusetts
$274K -$78.6K -575 -23%
IRC
1478
Investors Research Corp
Georgia
$274K -$4.38K -32 -2%
CTA
1479
Chesley Taft & Associates
Illinois
$273K +$258K +1,890 New
CWM
1480
Concentrum Wealth Management
California
$273K +$258K +1,890 New
GS
1481
GTS Securities
Florida
$273K -$719K -5,261 -74%
WWM
1482
Woodside Wealth Management
Massachusetts
$273K -$137 -1 -0.1%
CP
1483
Creekside Partners
California
$273K
NFGCM
1484
Norman Fields Gottscho Capital Management
New York
$273K
CFO
1485
Cambient Family Office
Michigan
$273K -$44.4K -325 -15%
MFGM
1486
Marshall Financial Group (Maryland)
Maryland
$270K
ET
1487
Equitable Trust
Tennessee
$270K -$2.6K -19 -1%
TNB
1488
Thomasville National Bank
Georgia
$269K +$254K +1,857 New
DA
1489
Detalus Advisors
Missouri
$267K -$7.93K -58 -3%
BTI
1490
Blue Trust Inc
Georgia
$266K -$76.3K -558 -23%
AT
1491
American Trust
Kentucky
$265K -$73.8K -540 -23%
OAM
1492
Occidental Asset Management
California
$264K +$8.34K +61 +3%
HAS
1493
HBW Advisory Services
California
$264K -$261K -1,906 -51%
CHC
1494
City Holding Co
West Virginia
$264K
BAM
1495
Belpointe Asset Management
Nevada
$263K -$20.2K -148 -8%
LC
1496
Landaas & Company
Wisconsin
$262K
IAS
1497
Investment Advisory Services
Texas
$262K +$9.16K +67 +4%
BWM
1498
BKM Wealth Management
Wisconsin
$262K -$22K -161 -8%
CTC
1499
Cetera Trust Company
Minnesota
$261K -$6.84K -50 -3%
CCA
1500
Childress Capital Advisors
Texas
$261K +$247K +1,805 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.