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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
MSWM
1676
Mowery & Schoenfeld Wealth Management
Illinois
$13.7K -$3.21K -27 -19%
SSG
1677
Summit Securities Group
New York
$13.4K -$110K -923 -89%
BAM
1678
Bellevue Asset Management
Washington
$13.1K +$119 +1 +0.9%
AP
1679
Atwood & Palmer
Missouri
$13.1K -$11.9K -100 -48%
WETS
1680
Wealth Enhancement Trust Services
South Dakota
$13K -$6.18K -52 -32%
BFS
1681
Bare Financial Services
Pennsylvania
$12.2K +$2.02K +17 +20%
FPB
1682
First PREMIER Bank
South Dakota
$12K
GIM
1683
Gold Investment Management
Alberta, Canada
$11.9K
CWP
1684
Clark Wealth Partners
Illinois
$10.8K
IWM
1685
IMG Wealth Management
Florida
$10.7K -$1.43K -12 -12%
PSB
1686
Piscataqua Savings Bank
New Hampshire
$10.6K
PWA
1687
Physician Wealth Advisors
Utah
$10.3K +$951 +8 +10%
UFPG
1688
United Financial Planning Group
New York
$10.3K +$10.3K +87 New
VWM
1689
Vermillion Wealth Management
Minnesota
$9.96K +$5.71K +48 +133%
HFS
1690
Hughes Financial Services
Virginia
$9.61K +$595 +5 +7%
WA
1691
Whipplewood Advisors
Colorado
$8.9K +$8.92K +75 New
FC
1692
Financial Consulate
Maryland
$8.78K +$2.62K +22 +42%
BCPWM
1693
Bradley & Co Private Wealth Management
Florida
$8.42K
AWM
1694
Abound Wealth Management
Tennessee
$8.31K
VWA
1695
VSM Wealth Advisory
Maryland
$7.95K
IPS
1696
Investors Portfolio Services
Washington
$7.55K +$2.14K +18 +45%
YP
1697
YANKCOM Partnership
South Dakota
$7.47K
CFD
1698
Creative Financial Designs
Indiana
$7.36K
SFS
1699
Sunrise Financial Services
Washington
$6.76K
PPC
1700
Park Place Capital
Alabama
$6.64K -$832 -7 -11%

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.