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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
EWM
1501
Evermay Wealth Management
Virginia
$260K
GD
1502
Grandfield & Dodd
New York
$259K
RWS
1503
Resolute Wealth Strategies
Mississippi
$258K +$5.61K +41 +2%
GFP
1504
Gryphon Financial Partners
Ohio
$257K +$243K +1,778 New
JCM
1505
Jacobi Capital Management
Pennsylvania
$256K +$820 +6 +0.3%
BWA
1506
Basecamp Wealth Advisors
Washington
$256K -$6.56K -48 -3%
SP
1507
Symmetry Partners
Connecticut
$255K +$9.43K +69 +4%
TW
1508
Traveka Wealth
California
$253K +$2.19K +16 +0.9%
PPWM
1509
Paragon Private Wealth Management
Kentucky
$252K +$2.05K +15 +0.9%
SIG
1510
Spinnaker Investment Group
California
$252K +$238K +1,741 New
CFG
1511
Cooper Financial Group
California
$251K -$6.97K -51 -3%
MPWS
1512
McCarter Private Wealth Services
Massachusetts
$249K
FWM
1513
Focused Wealth Management
New York
$249K +$236K +1,723 New
LJHT
1514
Laurie J. Hall Trustee
$249K -$10.3K -75 -4%
SMA
1515
Seven Mile Advisory
New Jersey
$249K -$41.7K -305 -15%
GSB
1516
Greenfield Savings Bank
Massachusetts
$246K
BLAM
1517
Bourne Lent Asset Management
New York
$246K
KB
1518
Kimelman & Baird
New York
$246K
NERM
1519
New England Research & Management
Illinois
$246K
WC
1520
Westhampton Capital
North Carolina
$246K
OMIC
1521
Old Mission Investment Co
Michigan
$246K +$232K +1,698 New
SEP
1522
Signature Equity Partners
Ohio
$244K +$28.6K +209 +14%
FWP
1523
FAS Wealth Partners
Kansas
$243K +$230K +1,683 New
UFA
1524
Unify Financial Advisors
Florida
$243K +$230K +1,680 New
KAM
1525
Knightsbridge Asset Management
California
$242K +$229K +1,677 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.