BNY

Bank of New York Mellon

1,736 hedge funds and large institutions have $67.7B invested in Bank of New York Mellon in 2026 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 651 increasing their positions, 647 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$408M
Puts
$308M
Net Calls
Net Calls Change

Top Sellers

1 -$687M
2 -$287M
3 -$182M
4
Morgan Stanley
Morgan Stanley
New York
-$153M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1601
Private Wealth Management Group
New Jersey
$33.1K
BFPW
1602
BOK Financial Private Wealth
Colorado
$32.3K
CA
1603
Crewe Advisors
Utah
$32.1K
HWA
1604
Heritage Wealth Advisors
Virginia
$31.7K
MA
1605
MCF Advisors
Kentucky
$31.4K
MAM
1606
Marquette Asset Management
Minnesota
$31K
SVCP
1607
Silicon Valley Capital Partners
California
$29.6K
KAS
1608
Kemnay Advisory Services
New York
$29.1K
RWS
1609
Retirement Wealth Solutions
Wisconsin
$28.9K
MB
1610
MidFirst Bank
Oklahoma
$28.8K
TSMHT
1611
Thurston Springer Miller Herd & Titak
Indiana
$28K
DWM
1612
Dogwood Wealth Management
Kansas
$27.9K
AW
1613
Avion Wealth
Texas
$27K
NEWAS
1614
N.E.W. Advisory Services
Wisconsin
$26.1K
HNB
1615
Hilltop National Bank
Wyoming
$25.6K
AF
1616
Abound Financial
California
$25.6K
S
1617
Sachetta
Massachusetts
$25.3K
TC
1618
Truvestments Capital
Florida
$25.3K
JGCM
1619
Joseph Group Capital Management
Ohio
$25.1K
SIC
1620
SJS Investment Consulting
Ohio
$24.8K
AWM
1621
Activest Wealth Management
Florida
$24.4K
WA
1622
Walsh & Associates
Florida
$24K
TIAA Trust, National Association
1623
TIAA Trust, National Association
North Carolina
$23.7K
TAR
1624
Trask Adam Roland
$23.7K
SR
1625
Swiss Re
Switzerland
$23K