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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
Loomis, Sayles & Company
1651
Loomis, Sayles & Company
Massachusetts
$120K -$10.4K -76 -8%
MCM
1652
MV Capital Management
Maryland
$119K +$957 +7 +0.9%
Vanguard National Trust
1653
Vanguard National Trust
Pennsylvania
$118K
OCM
1654
Osterweis Capital Management
California
$117K -$53.5K -391 -33%
ADL
1655
Asset Dedication LLC
California
$116K +$6.15K +45 +6%
HDIM
1656
Hanson & Doremus Investment Management
Vermont
$114K
CFM
1657
Cornerstone Financial Management
Massachusetts
$113K +$10.9K +80 +11%
SL
1658
Salomon & Ludwin
Virginia
$112K -$957 -7 -0.9%
SCM
1659
Silvant Capital Management
Georgia
$112K
HWA
1660
HHM Wealth Advisors
Tennessee
$111K +$13.3K +97 +14%
BG
1661
Bollard Group
Massachusetts
$110K +$137 +1 +0.1%
SWIM
1662
Smallwood Wealth Investment Management
New Jersey
$109K -$2.46K -18 -2%
GWP
1663
Gen-Wealth Partners
Michigan
$108K +$40.3K +295 +65%
WPA
1664
West Paces Advisors
Georgia
$106K +$100K +733 New
RF
1665
Rossby Financial
Florida
$106K +$27.1K +198 +37%
GCM
1666
Gunpowder Capital Management
Maryland
$105K
TFM
1667
TFC Financial Management
Massachusetts
$102K +$957 +7 +1%
FFO
1668
Fortitude Family Office
Arizona
$99.9K +$2.32K +17 +3%
VWM
1669
Valley Wealth Managers
New Jersey
$98.3K
CIA
1670
Cape Investment Advisory
Georgia
$97.3K +$92K +673 New
CT
1671
Clearstead Trust
Maine
$95.6K
AEPWM
1672
Atlantic Edge Private Wealth Management
Florida
$95.2K
NFSG
1673
Newbridge Financial Services Group
Florida
$92.1K +$34.3K +251 +65%
CPG
1674
Cornerstone Planning Group
New Jersey
$91.1K -$2.46K -18 -3%
SN
1675
Sittner & Nelson
Oregon
$86.8K

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.