We are live on ! Find out more
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
ANBT
1701
American National Bank & Trust
Texas
$6.29K
ACM
1702
Accent Capital Management
Ohio
$6.05K
TLFA
1703
True Link Financial Advisors
California
$6.05K +$6.07K +51 New
JSAM
1704
J. Safra Asset Management
New York
$5.93K
MPW
1705
MASECO Private Wealth
$5.88K +$5.95K +50 New
IWS
1706
Intentional Wealth Strategies
Colorado
$5.81K +$5.83K +49 New
AP
1707
Aspect Partners
Virginia
$5.69K +$238 +2 +4%
CFG
1708
Clayton Financial Group
Missouri
$5.58K
LWMI
1709
Legacy Wealth Management (Idaho)
Idaho
$5.58K +$1.31K +11 +31%
RWM
1710
RMG Wealth Management
Wisconsin
$5.43K +$4.88K +41 New
TFG
1711
Team Financial Group
California
$5.05K +$119 +1 +2%
SIC
1712
Salem Investment Counselors
North Carolina
$4.86K +$4.88K +41 New
PIS
1713
POM Investment Strategies
North Carolina
$4.75K -$7.85K -66 -62%
KFI
1714
Key Financial Inc
Pennsylvania
$4.63K -$951 -8 -17%
KCM
1715
Key Capital Management
Tennessee
$4.63K +$4.64K +39 New
SIM
1716
Synergy Investment Management
Florida
$4.63K +$4.64K +39 New
ACA
1717
American Capital Advisory
Idaho
$4.39K +$2.26K +19 +106%
BA
1718
Bard Associates
Illinois
$4.39K +$4.4K +37 New
API
1719
Asset Planning Inc
California
$4.39K
IAS
1720
IMA Advisory Services
Colorado
$4.39K
CCMI
1721
Creative Capital Management Investments
California
$4.27K
PWA
1722
Portus Wealth Advisors
North Carolina
$4.15K +$4.16K +35 New
1CP
1723
1015 Capital Partners
Pennsylvania
$3.8K
MWM
1724
Mascoma Wealth Management
New Hampshire
$3.8K +$714 +6 +23%
GSWM
1725
Golden State Wealth Management
California
$3.59K

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.