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
TC
1701
Trust Company
Kansas
$58.3K -$64.4K -471 -54%
KLWA
1702
Kelly Lawrence W & Associates
California
$57.8K
LC
1703
Lavaca Capital
Texas
$57.8K
LI
1704
LRI Investments
Florida
$56.7K +$684 +5 +1%
KFA
1705
Kelleher Financial Advisors
New York
$56.4K +$32.4K +237 +155%
GTAM
1706
Global Trust Asset Management
Florida
$55.6K +$30.1K +220 +134%
ACA
1707
Atlas Capital Advisors
Wyoming
$55.2K
CFSG
1708
Community Financial Services Group
Vermont
$55K
OCM
1709
Orion Capital Management
California
$55K
PP
1710
Paladin Partners
Wisconsin
$52.6K
UCB
1711
United Community Bank
South Carolina
$52.2K +$2.6K +19 +6%
UBP
1712
Union Bancaire Privee
Switzerland
$51.7K +$56.2K +411 New
BFPW
1713
BOK Financial Private Wealth
Colorado
$50.2K +$10.3K +75 +28%
NECFA
1714
New England Capital Financial Advisors
Connecticut
$49.1K
VWA
1715
Valued Wealth Advisors
Utah
$48.2K +$2.73K +20 +6%
OAJ
1716
Ogorek Anthony Joseph
New York
$48K
PAM
1717
Parvin Asset Management
South Dakota
$46.6K
ABWM
1718
Alpine Bank Wealth Management
Colorado
$43.4K +$41K +300 New
HBW
1719
Hazlett, Burt & Watson
West Virginia
$43K
JGCM
1720
Joseph Group Capital Management
Ohio
$41.9K +$10.7K +78 +37%
WWM
1721
Wolff Wiese Magana
California
$41.5K
BWL
1722
Bogart Wealth LLC
Virginia
$41.1K +$21.2K +155 +120%
C
1723
Covestor
United Kingdom
$41K +$137 +1 +0.3%
HFM
1724
Hartford Financial Management
Connecticut
$40.5K -$18.6K -136 -33%
PWMG
1725
Private Wealth Management Group
New Jersey
$40.3K

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.