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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
LA
1726
LM Advisors
California
$3.5K +$1.19K +10 +2%
SFAM
1727
Sawyer Falduto Asset Management
Illinois
$3.44K
PAI
1728
Pittenger & Anderson Inc
Nebraska
$3.32K
KA
1729
Kozak & Associates
Colorado
$3.28K
EWM
1730
Evolution Wealth Management
Florida
$3.2K -$13.3K -112 -81%
W
1731
WealthCollab
Washington
$2.97K
SA
1732
Scarborough Advisors
Maryland
$2.94K
HIA
1733
HFM Investment Advisors
New Jersey
$2.85K
NL
1734
NVWM LLC
Pennsylvania
$2.85K
P
1735
Palladiem
Pennsylvania
$2.68K
WA
1736
WestEnd Advisors
North Carolina
$2.61K
AG
1737
AmeriFlex Group
Nevada
$2.37K
PUI
1738
Purpose Unlimited Inc
$2.25K +$2.26K +19 New
FMP
1739
Financial Management Professionals
Texas
$2.13K
RS
1740
Rakuten Securities
Japan
$2.02K +$1.9K +16 +1,600%
TBFA
1741
Three Bearings Fiduciary Advisors
New Hampshire
$1.78K
CFS
1742
CGC Financial Services
Oregon
$1.78K
AT
1743
Arlington Trust
Alabama
$1.54K +$1.55K +13 New
SHIM
1744
Stone House Investment Management
Pennsylvania
$1.42K +$119 +1 +9%
BH
1745
Burk Holdings
Oklahoma
$1.42K +$1.43K +12 New
TWM
1746
TopTier Wealth Management
Wisconsin
$1.3K +$1.31K +11 New
HC
1747
Hara Capital
Washington
$1.19K -$89.2K -750 -99%
SA
1748
Seneschal Advisors
Washington
$1.07K
CW
1749
Curio Wealth
Maryland
$1.07K +$1.07K +9 New
RBC
1750
Roble Belko & Company
Pennsylvania
$1K

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.