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
SVWA
1501
Sarver Vrooman Wealth Advisors
Missouri
$148K
OCM
1502
Osterweis Capital Management
California
$142K
SGK
1503
Steigerwald Gordon & Koch
Virginia
$136K
CT
1504
Caldwell Trust
Florida
$135K
OCWP
1505
Owl Creek Wealth Partners
Colorado
$133K
GCM
1506
Gables Capital Management
Florida
$130K
IUHSA
1507
Itau Unibanco Holding S.A.
Brazil
$126K
HCA
1508
Harbor Capital Advisors
Illinois
$124K
PP
1509
PFS Partners
New Jersey
$121K
BHWM
1510
Bay Harbor Wealth Management
Maryland
$120K
FCAS
1511
First Command Advisory Services
Texas
$119K
1IA
1512
1620 Investment Advisors
Massachusetts
$115K
KG
1513
Kilter Group
New York
$113K
SPF
1514
South Plains Financial
Texas
$112K
PGAM
1515
Princeton Global Asset Management
New Jersey
$112K
PCFFS
1516
Pacific Center for Financial Services
California
$109K
WA
1517
WPG Advisers
Maryland
$109K
CYG
1518
Clean Yield Group
Vermont
$109K
EPIM
1519
Evelyn Partners Investment Management
$109K
VR
1520
Vision Retirement
New Jersey
$108K
Loomis, Sayles & Company
1521
Loomis, Sayles & Company
Massachusetts
$107K
TC
1522
Trust Company
Kansas
$104K
TWD
1523
True Wealth Design
Ohio
$104K
FCT
1524
First Community Trust
Iowa
$103K
UOTTAIMCU
1525
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$101K