We are live on ! Find out more
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
AL
1601
Aspiriant LLC
California
$208K +$196K +1,435 New
AM
1602
Atwater Malick
Pennsylvania
$207K +$196K +1,432 New
MBTD
1603
Mechanics Bank - Trust Department
California
$206K +$195K +1,425 New
CWA
1604
CogentBlue Wealth Advisors
Tennessee
$206K +$195K +1,424 New
PCA
1605
Prosperity Capital Advisors
Ohio
$205K -$69.9K -511 -27%
FCG
1606
Fielder Capital Group
Tennessee
$205K +$193K +1,415 New
BFG
1607
Bouchey Financial Group
New York
$205K +$193K +1,415 New
RWI
1608
Red Wave Investments
Pennsylvania
$204K +$193K +1,413 New
SCI
1609
S&CO Inc
Massachusetts
$203K +$193K +1,408 New
DA
1610
Denali Advisors
California
$202K -$68.4K -500 -26%
BWA
1611
BlueSky Wealth Advisors
North Carolina
$202K +$191K +1,394 New
MSFS
1612
Main Street Financial Solutions
Pennsylvania
$202K +$191K +1,394 New
LFP
1613
Lakeshore Financial Planning
Michigan
$201K +$190K +1,392 New
RP
1614
Rowlandmiller & Partners
Georgia
$199K
AA
1615
Ancora Advisors
Ohio
$198K -$39.5K -289 -17%
TFA
1616
Transamerica Financial Advisors
Florida
$191K -$1.11M -8,097 -86%
ZBNA
1617
Zions Bancorporation, National Association
Utah
$190K -$9.43K -69 -5%
PFSC
1618
Peoples Financial Services Corp
Pennsylvania
$189K
OC
1619
Oakworth Capital
Alabama
$187K
EP
1620
Evelyn Partners
$184K +$174K +1,271 New
SVWA
1621
Sarver Vrooman Wealth Advisors
Missouri
$182K -$2.05K -15 -1%
FCAS
1622
First Command Advisory Services
Texas
$180K +$32.8K +240 +24%
SGK
1623
Steigerwald Gordon & Koch
Virginia
$166K
OCWP
1624
Owl Creek Wealth Partners
Colorado
$166K +$3.42K +25 +2%
SR
1625
Swiss Re
Switzerland
$161K +$126K +922 +475%

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.