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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
LRPA
1576
L. Roy Papp & Associates
Arizona
$217K -$68.4K -500 -25%
FNBOH
1577
First National Bank of Hutchinson
Kansas
$217K +$205K +1,500 New
MCM
1578
Mitchell Capital Management
Kansas
$217K +$205K +1,500 New
PSF
1579
Pacific Sun Financial
California
$217K +$205K +1,500 New
SWA
1580
SOA Wealth Advisors
New York
$217K -$102K -748 -10%
IRP
1581
Investment Research Partners
Pennsylvania
$215K +$204K +1,490 New
CWA
1582
Crusonia Wealth Advisors
Colorado
$215K +$204K +1,489 New
RWM
1583
Rockline Wealth Management
New York
$215K -$33.4K -244 -14%
HCM
1584
Hudson Capital Management
New Jersey
$215K +$203K +1,486 New
MWPCG
1585
Measured Wealth Private Client Group
New Hampshire
$214K -$137 -1 -0.1%
AIA
1586
Allied Investment Advisors
Montana
$214K +$202K +1,480 New
MPPHD
1587
Maloon Powers Pitre Higgins & Dennehy
California
$214K +$202K +1,480 New
SFS
1588
Security Financial Services
Indiana
$214K +$202K +1,479 New
AC
1589
Avenir Corporation
Virginia
$214K +$202K +1,477 New
AP
1590
Americana Partners
Texas
$213K +$201K +1,473 New
CSPIA
1591
Cary Street Partners Investment Advisory
Virginia
$212K +$27.6K +202 +16%
EP
1592
Essential Partners
California
$212K -$464K -3,390 -70%
YWM
1593
Yoder Wealth Management
California
$212K +$201K +1,467 New
AW
1594
Alchemi Wealth
Connecticut
$212K +$200K +1,463 New
PSA
1595
Plum Street Advisors
Louisiana
$211K +$200K +1,460 New
NFC
1596
Northstar Financial Companies
Pennsylvania
$211K +$200K +1,460 New
FWP
1597
Flatrock Wealth Partners
California
$211K +$199K +1,459 New
FA
1598
Fiducient Advisors
Illinois
$211K +$199K +1,458 New
TCM
1599
Triumph Capital Management
Colorado
$211K +$273 +2 +0.1%
AIP
1600
Avail Investment Partners
Pennsylvania
$211K +$199K +1,457 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.