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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
EI
1751
EFG International
$28.8K +$9.16K +67 +51%
MPCA
1752
Madison Park Capital Advisors
Washington
$28.6K +$2.24M +16,358 New
PB
1753
Pinnacle Bancorp
Nebraska
$27K
HNW
1754
High Note Wealth
Minnesota
$26.8K +$3.96K +29 +19%
LIA
1755
Luken Investment Analytics
Tennessee
$26.6K
PWA
1756
Physician Wealth Advisors
Utah
$26.3K +$13K +95 +109%
TIAA Trust, National Association
1757
TIAA Trust, National Association
North Carolina
$25.3K -$3.42K -25 -13%
FC
1758
Fairscale Capital
New Hampshire
$24.6K
BFS
1759
Bare Financial Services
Pennsylvania
$23.4K +$8.07K +59 +57%
SSG
1760
Summit Securities Group
New York
$23K +$6.29K +46 +41%
HIA
1761
HFM Investment Advisors
New Jersey
$21.8K +$17.4K +127 +529%
AIM
1762
Access Investment Management
Georgia
$21.7K
AWM
1763
Activest Wealth Management
Florida
$21.4K -$7.93K -58 -28%
B
1764
Bayban
Minnesota
$21.4K
TM
1765
Torren Management
California
$19.6K +$273 +2 +1%
CTB
1766
Country Trust Bank
Illinois
$19.2K -$137 -1 -0.7%
SIM
1767
Synergy Investment Management
Florida
$18.5K +$11.2K +82 +210%
HI
1768
Hoey Investments
Pennsylvania
$18.1K
NSG
1769
Nalls Sherbakoff Group
Tennessee
$17.1K
ICCON
1770
Investment Counsel Company of Nevada
Nevada
$16.9K +$16K +117 New
AFC
1771
Ares Financial Consulting
California
$16.9K
MSWM
1772
Mowery & Schoenfeld Wealth Management
Illinois
$16.7K
SHIM
1773
Stone House Investment Management
Pennsylvania
$16.6K +$14.1K +103 +858%
CCMI
1774
Creative Capital Management Investments
California
$16.5K +$10.7K +78 +217%
CTA
1775
Colonial Trust Advisors
South Carolina
$16.2K -$7.79K -57 -34%

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.