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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
JC
1551
JM2 Capital
Oklahoma
$227K +$214K +1,568 New
GLLW
1552
Graves Light Lenhart Wealth
Virginia
$226K +$214K +1,566 New
HCP
1553
Hexagon Capital Partners
Arkansas
$226K +$214K +1,565 New
RBC
1554
Romano Brothers & Co
Illinois
$226K +$213K +1,561 New
TF
1555
Tompkins Financial
New York
$225K +$13K +95 +6%
VAF
1556
Values Added Financial
District of Columbia
$225K +$213K +1,558 New
VFG
1557
Victory Financial Group
Texas
$225K +$213K +1,556 New
SCM
1558
Schnieders Capital Management
California
$224K +$211K +1,546 New
MI
1559
Markowski Investments
Florida
$223K +$211K +1,545 New
BWFA
1560
Baltimore-Washington Financial Advisors
Maryland
$223K +$213K +1,559 New
LEA
1561
Legacy Edge Advisors
New York
$223K +$211K +1,542 New
NSB
1562
Norway Savings Bank
Maine
$223K +$211K +1,542 New
PWP
1563
Ponta Wealth Partners
Florida
$222K +$210K +1,534 New
MTI
1564
Merrithew & Thorsten Inc
California
$220K
CIA
1565
Choate Investment Advisors
Massachusetts
$220K +$208K +1,519 New
OPWM
1566
Oregon Pacific Wealth Management
Oregon
$219K +$207K +1,517 New
MW
1567
MBL Wealth
North Carolina
$219K +$207K +1,515 New
PB
1568
Prosperity Bancshares
Texas
$219K +$14.4K +105 +7%
CBTWT
1569
Community Bank & Trust (Waco, Texas)
Texas
$219K +$207K +1,516 New
SIA
1570
SeaBridge Investment Advisors
New Jersey
$218K +$206K +1,510 New
RI
1571
Ruggiero Investments
Florida
$218K +$206K +1,509 New
BW
1572
BIP Wealth
Georgia
$218K +$206K +1,506 New
KMWM
1573
Keudell/Morrison Wealth Management
Oregon
$218K +$206K +1,505 New
LWM
1574
LeConte Wealth Management
Tennessee
$217K +$206K +1,504 New
CC
1575
Clearwave Capital
California
$217K +$206K +1,503 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.