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
MSWM
1651
Mowery & Schoenfeld Wealth Management
Illinois
$13.7K
SSG
1652
Summit Securities Group
New York
$13.4K
BAM
1653
Bellevue Asset Management
Washington
$13.1K
AP
1654
Atwood & Palmer
Missouri
$13.1K
WETS
1655
Wealth Enhancement Trust Services
South Dakota
$13K
BFS
1656
Bare Financial Services
Pennsylvania
$12.2K
FPB
1657
First PREMIER Bank
South Dakota
$12K
GIM
1658
Gold Investment Management
Alberta, Canada
$11.9K
CWP
1659
Clark Wealth Partners
Illinois
$10.8K
IWM
1660
IMG Wealth Management
Florida
$10.7K
PSB
1661
Piscataqua Savings Bank
New Hampshire
$10.6K
PWA
1662
Physician Wealth Advisors
Utah
$10.3K
UFPG
1663
United Financial Planning Group
New York
$10.3K
VWM
1664
Vermillion Wealth Management
Minnesota
$9.96K
HFS
1665
Hughes Financial Services
Virginia
$9.61K
WA
1666
Whipplewood Advisors
Colorado
$8.9K
FC
1667
Financial Consulate
Maryland
$8.78K
BCPWM
1668
Bradley & Co Private Wealth Management
Florida
$8.42K
AWM
1669
Abound Wealth Management
Tennessee
$8.31K
VWA
1670
VSM Wealth Advisory
Maryland
$7.95K
IPS
1671
Investors Portfolio Services
Washington
$7.55K
YP
1672
YANKCOM Partnership
South Dakota
$7.47K
CFD
1673
Creative Financial Designs
Indiana
$7.36K
SFS
1674
Sunrise Financial Services
Washington
$6.76K
PPC
1675
Park Place Capital
Alabama
$6.64K