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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
GCM
1626
Gables Capital Management
Florida
$159K
SWM
1627
SHP Wealth Management
Massachusetts
$157K +$50.7K +371 +52%
BHWM
1628
Bay Harbor Wealth Management
Maryland
$154K +$7.11K +52 +5%
CT
1629
Caldwell Trust
Florida
$153K -$10.3K -75 -7%
APW
1630
Aventura Private Wealth
Florida
$149K +$46.6K +341 +49%
PP
1631
PFS Partners
New Jersey
$148K
WA
1632
WPG Advisers
Maryland
$145K +$11.8K +86 +9%
CBT
1633
CoreFirst Bank & Trust
Kansas
$145K
TFIPS
1634
Towarzystwo Funduszy Inwestycyjnych PZU SA
$145K +$26K +190 +23%
HCA
1635
Harbor Capital Advisors
Illinois
$143K -$7.38K -54 -5%
MR
1636
Munich Reinsurance
$142K -$3.34M -24,393 -96%
PGAM
1637
Princeton Global Asset Management
New Jersey
$141K +$3.69K +27 +3%
SPF
1638
South Plains Financial
Texas
$137K
1IA
1639
1620 Investment Advisors
Massachusetts
$135K -$4.65K -34 -4%
KG
1640
Kilter Group
New York
$135K -$2.46K -18 -2%
KFAS
1641
Keating Financial Advisory Services
Kansas
$134K +$19.4K +142 +18%
EB
1642
Eastern Bank
Massachusetts
$134K -$111K -809 -47%
PCFFS
1643
Pacific Center for Financial Services
California
$133K
TWD
1644
True Wealth Design
Ohio
$133K +$6.43K +47 +5%
CYG
1645
Clean Yield Group
Vermont
$132K
VR
1646
Vision Retirement
New Jersey
$132K +$137 +1 +0.1%
HIIFS
1647
Harel Insurance Investments & Financial Services
Israel
$130K -$231K -1,689 -65%
FCT
1648
First Community Trust
Iowa
$125K
NRG
1649
Nemes Rush Group
Michigan
$121K
CCAM
1650
Cascades Capital Asset Management
North Carolina
$120K +$114K +833 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.