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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
LIA
1651
Luken Investment Analytics
Tennessee
$21.8K -$595 -5 -3%
FC
1652
Fairscale Capital
New Hampshire
$20.2K
CTA
1653
Colonial Trust Advisors
South Carolina
$20K
RTL
1654
Red Tortoise LLC
Georgia
$19.8K
CM
1655
Capula Management
Cayman Islands
$19.6K -$490K -4,123 -96%
HWP
1656
Highline Wealth Partners
California
$19.6K +$3.21K +27 +20%
GTAM
1657
Global Trust Asset Management
Florida
$19.5K
EFMH
1658
E Fund Management (HK)
Hong Kong
$18.6K +$18.1K +152 +3,040%
HNW
1659
High Note Wealth
Minnesota
$18.5K +$3.57K +30 +24%
KFA
1660
Kelleher Financial Advisors
New York
$18.1K
AIM
1661
Access Investment Management
Georgia
$17.8K
B
1662
Bayban
Minnesota
$17.6K
NWM
1663
Nova Wealth Management
Florida
$16.7K -$14.5K -122 -46%
FFL
1664
Financial Freedom LLC
Ohio
$16.6K
MTIC
1665
Missouri Trust & Investment Company
Missouri
$16K
CTB
1666
Country Trust Bank
Illinois
$15.9K
TM
1667
Torren Management
California
$15.9K -$131K -1,098 -89%
WCM
1668
Westend Capital Management
California
$15.7K -$1.07K -9 -6%
EI
1669
EFG International
$15.7K +$2.26K +19 +17%
BWL
1670
Bogart Wealth LLC
Virginia
$15.3K +$1.78K +15 +13%
HI
1671
Hoey Investments
Pennsylvania
$14.8K -$11.9K -100 -44%
AFC
1672
Ares Financial Consulting
California
$14.2K
EWP
1673
Elevation Wealth Partners
California
$14K +$1.19K +10 +9%
NSG
1674
Nalls Sherbakoff Group
Tennessee
$14K
RCM
1675
Richardson Capital Management
Wisconsin
$13.8K +$11.7K +98 +544%

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.