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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
CCM
1526
Canal Capital Management
Virginia
$242K +$228K +1,671 New
SAM
1527
Satovsky Asset Management
New York
$241K +$228K +1,670 New
WCP
1528
Wick Capital Partners
Pennsylvania
$240K +$227K +1,662 New
MWA
1529
Muirfield Wealth Advisors
North Carolina
$240K +$227K +1,659 New
SRCM
1530
Signature Resources Capital Management
California
$239K
FC
1531
Farringdon Capital
United Kingdom
$238K +$225K +1,643 New
IAG
1532
Investment Advisory Group
Massachusetts
$236K +$223K +1,629 New
FCM
1533
Fell Capital Management
California
$235K -$23.9K -175 -10%
KA
1534
KLCM Advisors
Wisconsin
$235K +$222K +1,622 New
LTI
1535
Laffer Tengler Investments
Tennessee
$234K +$221K +1,620 New
AFTS
1536
American Financial & Tax Strategies
New York
$234K +$221K +1,618 New
NG
1537
Novem Group
New York
$234K -$116K -850 -34%
PWA
1538
Prairie Wealth Advisors
Nebraska
$234K
FBT
1539
First Bank & Trust
South Dakota
$233K +$220K +1,611 New
IP
1540
Intellectus Partners
California
$232K +$219K +1,602 New
GITFIT
1541
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$231K
LRIC
1542
Long Road Investment Counsel
Michigan
$231K +$219K +1,600 New
SIC
1543
Schwartz Investment Counsel
Michigan
$231K +$219K +1,600 New
WI
1544
Westbourne Investments
Virginia
$231K +$219K +1,600 New
NDBT
1545
North Dallas Bank & Trust
Texas
$231K +$218K +1,595 New
GPW
1546
Genesis Private Wealth
Virginia
$230K +$218K +1,593 New
EWS
1547
Evergreen Wealth Solutions
Pennsylvania
$229K +$193K +1,414 New
TIP
1548
Torray Investment Partners
Maryland
$229K +$217K +1,584 New
DBRC
1549
D.B. Root & Company
Pennsylvania
$228K -$253K -1,852 -54%
MLL
1550
Moody Lynn & Lieberson
Massachusetts
$227K +$215K +1,572 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.