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BNY

Bank of New York Mellon

1,762 hedge funds and large institutions have $67.8B invested in Bank of New York Mellon in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 656 increasing their positions, 656 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 96

32% more call options, than puts

Call options by funds: $408M | Put options by funds: $308M

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0% more funds holding

Funds holding: 1,7581,762 (+4)

0% more repeat investments, than reductions

Existing positions increased: 656 | Existing positions reduced: 656

1% less capital invested

Capital invested by funds: $68.4B → $67.8B (-$598M)

1.42% less ownership

Funds ownership: 84.54%83.13% (-1.4%)

Holders
1,762
Holders Change
+4
Holders Change %
+0.23%
% of All Funds
21.56%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.4%
New
131
Increased
656
Reduced
656
Closed
96
Calls
$408M
Puts
$308M
Net Calls
+$100M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1601
Newbridge Financial Services Group
Florida
$45.8K +$12K +101 +35%
CFSG
1602
Community Financial Services Group
Vermont
$45.6K +$44.8K +377 New
ACA
1603
Atlas Capital Advisors
Wyoming
$45.3K
OWA
1604
Opal Wealth Advisors
New York
$45.2K +$45.3K +381 New
RFS
1605
Richardson Financial Services
Massachusetts
$45.1K +$23.9K +201 +112%
OCM
1606
Orion Capital Management
California
$45.1K
CAL
1607
Capital Advisors Ltd
Ohio
$45K
PP
1608
Paladin Partners
Wisconsin
$43.2K
EPIMS
1609
Evelyn Partners Investment Management Services
$42.2K -$10.9K -92 -21%
UCB
1610
United Community Bank
South Carolina
$40.6K
NECFA
1611
New England Capital Financial Advisors
Connecticut
$40.3K +$238 +2 +0.6%
OAJ
1612
Ogorek Anthony Joseph
New York
$39K -$2.38K -20 -6%
PAM
1613
Parvin Asset Management
South Dakota
$38.2K
GXJ
1614
Global X Japan
Japan
$37.4K +$37.5K +315 New
VWA
1615
Valued Wealth Advisors
Utah
$37.2K +$5.47K +46 +17%
C
1616
Covestor
United Kingdom
$35K -$20K -168 -37%
HBW
1617
Hazlett, Burt & Watson
West Virginia
$35K
IWP
1618
IAG Wealth Partners
Wisconsin
$34.8K +$22.6K +190 +184%
MNA
1619
Manning & Napier Advisors
New York
$34.4K +$32.6K +274 +1,096%
WWM
1620
Wolff Wiese Magana
California
$34K
WIM
1621
Westside Investment Management
California
$33.2K -$19.1K -161 -37%
PWMA
1622
Pension & Wealth Management Advisors
Massachusetts
$33.1K
PWMG
1623
Private Wealth Management Group
New Jersey
$33.1K
BFPW
1624
BOK Financial Private Wealth
Colorado
$32.3K
CA
1625
Crewe Advisors
Utah
$32.1K +$13.6K +114 +73%

BNY Hedge Fund Activity: Q1 2026 in Review

1,762 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2026, worth a combined $67.8B — down 0.87% from $68.4B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new BNY positions and 96 closed out — a net gain of 35 holders — while 656 added to existing stakes and 656 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $477M. The largest seller was Fidelity Investments, cutting an estimated $687M.

  • 1,762 institutional investors held Bank of New York Mellon (BNY) as of Q1 2026, up from 1,758 in Q4 2025.
  • Funds reported $67.8B of Bank of New York Mellon stock for Q1 2026, down 0.87% quarter-over-quarter.
  • 131 funds opened new Bank of New York Mellon positions in Q1 2026 and 96 closed out, a net change of +35 holders.
  • The largest Bank of New York Mellon buyer in Q1 2026 was Wellington Management Group, an estimated $477M added.
  • The largest Bank of New York Mellon seller in Q1 2026 was Fidelity Investments, an estimated $687M sold.

Based on aggregated 13F filings for Q1 2026.