We are live on ! Find out more
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
PWAM
1676
Private Wealth Asset Management
Iowa
$85.6K
Q1WB
1677
Quest 10 Wealth Builders
Virginia
$80.6K -$2.73K -20 -3%
BWS
1678
Buck Wealth Strategies
Colorado
$80.5K +$76.2K +557 New
SGFG
1679
Silver Grove Financial Group
New York
$79.8K +$75.5K +552 New
CWM
1680
Consultiva Wealth Management
Puerto Rico
$79.4K
HFS
1681
Horizon Financial Services
North Carolina
$76.1K +$16K +117 +29%
PJC
1682
Phillip James Consulting
Minnesota
$75.9K
JWM
1683
JPL Wealth Management
Colorado
$72.5K +$1.23K +9 +2%
AFG
1684
Albion Financial Group
Utah
$72.3K
OW
1685
Olistico Wealth
Oklahoma
$72.3K
MUMSS
1686
Mitsubishi UFJ Morgan Stanley Securities
Japan
$69.8K -$154K -1,124 -70%
QWM
1687
Quaker Wealth Management
New Jersey
$67K +$273 +2 +0.4%
SIC
1688
SJS Investment Consulting
Ohio
$65.4K +$33.2K +243 +116%
GK
1689
Graney & King
New York
$65.4K
DF
1690
Dunhill Financial
United Kingdom
$64.7K
BONH
1691
Bank of New Hampshire
New Hampshire
$64.1K
CB
1692
Community Bank
New York
$63.3K
CA
1693
Crewe Advisors
Utah
$62.3K +$21.9K +160 +59%
MEG
1694
Millstone Evans Group
Colorado
$61.7K +$957 +7 +2%
KAS
1695
Kemnay Advisory Services
New York
$60K +$23.2K +170 +69%
WAG
1696
Wilkerson Advisory Group
Missouri
$59.9K +$2.19K +16 +4%
PK
1697
Pflug Koory
Nebraska
$59.4K
ATC
1698
Adirondack Trust Company
New York
$59.1K
MA
1699
MCF Advisors
Kentucky
$59K +$19.6K +143 +54%
GFA
1700
Godfrey Financial Associates
New York
$59K

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.