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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
PWMA
1726
Pension & Wealth Management Advisors
Massachusetts
$40.3K
DWM
1727
Dogwood Wealth Management
Kansas
$40.2K +$5.88K +43 +18%
WIM
1728
Westside Investment Management
California
$39.3K
EWP
1729
Elevation Wealth Partners
California
$38.8K +$20.5K +150 +127%
HWA
1730
Heritage Wealth Advisors
Virginia
$38.6K
MB
1731
MidFirst Bank
Oklahoma
$38.3K +$3.01K +22 +9%
AW
1732
Avion Wealth
Texas
$38K +$5.06K +37 +16%
MAM
1733
Marquette Asset Management
Minnesota
$37.7K
MNA
1734
Manning & Napier Advisors
New York
$37K -$5.74K -42 -14%
APFP
1735
Action Point Financial Planning
Michigan
$35.7K +$34.3K +251 New
RWS
1736
Retirement Wealth Solutions
Wisconsin
$35.3K
TSMHT
1737
Thurston Springer Miller Herd & Titak
Indiana
$34.1K
EFMH
1738
E Fund Management (HK)
Hong Kong
$32.7K +$9.43K +69 +44%
TAP
1739
Tounjian Advisory Partners
Florida
$32K -$2.42M -17,707 -99%
NEWAS
1740
N.E.W. Advisory Services
Wisconsin
$31.8K
HWP
1741
Highline Wealth Partners
California
$31.4K +$7.11K +52 +32%
AF
1742
Abound Financial
California
$31.2K
HNB
1743
Hilltop National Bank
Wyoming
$31.2K
LF
1744
LifeSteps Financial
California
$30.9K +$29.3K +214 New
TC
1745
Truvestments Capital
Florida
$30.8K
LAS
1746
Lloyd Advisory Services
Georgia
$30.2K +$28.6K +209 New
RWM
1747
Raffa Wealth Management
District of Columbia
$30.1K -$6.43K -47 -18%
CAL
1748
Capital Advisors Ltd
Ohio
$30K -$23.8K -174 -46%
WA
1749
Walsh & Associates
Florida
$29.2K
BC
1750
Burnham & Co
Michigan
$28.9K +$27.3K +200 New

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.