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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
Kayne Anderson Rudnick Investment Management
151
Kayne Anderson Rudnick Investment Management
California
$38.7M -$997K -8,383 -3%
Asset Management One
152
Asset Management One
Japan
$38.3M -$250K -2,103 -0.6%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$38.3M -$7.66M -64,381 -17%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$38.1M -$934K -7,852 -2%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$38M -$1.66M -13,942 -4%
CA
156
CSM Advisors
Pennsylvania
$37.7M -$5.86M -49,253 -13%
PMG
157
Private Management Group
California
$37.6M -$3.97M -33,381 -10%
CI
158
Conning Inc
Connecticut
$37.4M +$3.14M +26,428 +9%
Corient Private Wealth
159
Corient Private Wealth
Florida
$37M -$30.2M -253,711 -44%
APG Asset Management
160
APG Asset Management
Netherlands
$36.9M -$531K -4,462 -1%
Holocene Advisors
161
Holocene Advisors
New York
$36.6M +$36.7M +308,934 New
HW
162
Hancock Whitney
Mississippi
$36.6M -$1.73M -14,537 -5%
SO
163
STRS Ohio
Ohio
$36.5M -$28.9K -243 -0.1%
Mitsubishi UFJ Trust & Banking
164
Mitsubishi UFJ Trust & Banking
Japan
$35.8M -$8.72M -73,351 -20%
TWC
165
TD Waterhouse Canada
Ontario, Canada
$35.7M +$7.41M +62,300 +27%
Treasurer of the State of North Carolina
166
Treasurer of the State of North Carolina
North Carolina
$35M +$293K +2,464 +0.8%
CS
167
Cannell & Spears
New York
$34.6M -$2.41M -20,280 -6%
Stifel Financial
168
Stifel Financial
Missouri
$34.1M -$1.24M -10,436 -4%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$33.5M +$1.82M +15,295 +6%
Toronto Dominion Bank
170
Toronto Dominion Bank
Ontario, Canada
$33.4M -$6.4M -53,806 -16%
MSV
171
MN Services Vermogensbeheer
Netherlands
$33M -$250K -2,100 -0.7%
Mariner
172
Mariner
Kansas
$32.5M -$11.7M -98,473 -26%
CBU
173
CIBC Bancorp USA
Illinois
$32.2M +$32.2M +271,152 New
AssetMark Inc
174
AssetMark Inc
California
$31.7M -$194K -1,628 -0.6%
Vontobel Holding
175
Vontobel Holding
Switzerland
$31.5M +$198K +1,661 +0.6%

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.