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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
HWA
1626
Heritage Wealth Advisors
Virginia
$31.7K
MA
1627
MCF Advisors
Kentucky
$31.4K +$3.45K +29 +12%
MAM
1628
Marquette Asset Management
Minnesota
$31K
RWM
1629
Raffa Wealth Management
District of Columbia
$30.3K +$8.21K +69 +37%
SVCP
1630
Silicon Valley Capital Partners
California
$29.6K +$1.78K +15 +6%
TGY2IT
1631
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$29.2K +$29.3K +246 New
KAS
1632
Kemnay Advisory Services
New York
$29.1K -$20.6K -173 -41%
RWS
1633
Retirement Wealth Solutions
Wisconsin
$28.9K
MB
1634
MidFirst Bank
Oklahoma
$28.8K +$6.07K +51 +27%
TSMHT
1635
Thurston Springer Miller Herd & Titak
Indiana
$28K
DWM
1636
Dogwood Wealth Management
Kansas
$27.9K +$17.4K +146 +164%
AW
1637
Avion Wealth
Texas
$27K +$2.26K +19 +9%
NEWAS
1638
N.E.W. Advisory Services
Wisconsin
$26.1K
HNB
1639
Hilltop National Bank
Wyoming
$25.6K
AF
1640
Abound Financial
California
$25.6K
S
1641
Sachetta
Massachusetts
$25.3K +$2.38K +20 +10%
TC
1642
Truvestments Capital
Florida
$25.3K
JGCM
1643
Joseph Group Capital Management
Ohio
$25.1K +$14.4K +121 +133%
SIC
1644
SJS Investment Consulting
Ohio
$24.8K +$1.67K +14 +7%
AWM
1645
Activest Wealth Management
Florida
$24.4K +$8.44K +71 +53%
WA
1646
Walsh & Associates
Florida
$24K
TIAA Trust, National Association
1647
TIAA Trust, National Association
North Carolina
$23.7K -$3.08M -25,863 -99%
TAR
1648
Trask Adam Roland
$23.7K +$23.8K +200 New
SR
1649
Swiss Re
Switzerland
$23K
PB
1650
Pinnacle Bancorp
Nebraska
$22.2K

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.