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
T
1751
Tidemark
California
$712 +$714 +6 New
PCA
1752
PMV Capital Advisers
Texas
$601 +$595 +5 New
BIM
1753
Breakwater Investment Management
Washington
$594
ECA
1754
Elevated Capital Advisors
Utah
$593
AIM
1755
Arcadia Investment Management
Michigan
$475
LWM
1756
Lodestone Wealth Management
Washington
$475
MAFA
1757
MJT & Associates Financial Advisory
Minnesota
$356
3FI
1758
3 Factor Indexing
California
$238 +$238 +2 New
MMCM
1759
Murphy & Mullick Capital Management
New York
$237
SWP
1760
Strategic Wealth Partners
Ohio
$170 +$119 +1 New
YDMI
1761
Y.D. More Investments
Israel
$165 -$7.49K -63 -13%
DF
1762
DecisionPoint Financial
Arizona
$119
Norges Bank
1763
Norges Bank
Norway
-$1.4B -12,047,759 Closed
FAF
1764
Första AP-fonden
Sweden
-$24.4M -210,400 Closed
JAM
1765
Jupiter Asset Management
United Kingdom
-$20.9M -179,762 Closed
Verition Fund Management
1766
Verition Fund Management
Connecticut
-$19M -163,813 Closed
ECM
1767
ExodusPoint Capital Management
New York
-$12.7M -109,139 Closed
ACM
1768
Aquatic Capital Management
Illinois
-$11M -95,089 Closed
RIM
1769
Rakuten Investment Management
Japan
-$10.8M -92,070 Closed
TC
1770
TwinBeech Capital
New York
-$9.77M -84,122 Closed
IA
1771
IFG Advisory
Georgia
-$9.14M -78,704 Closed
QCM
1772
Qsemble Capital Management
New York
-$8.08M -69,624 Closed
BIMC
1773
Benson Investment Management Company
Virginia
-$7.33M -63,149 Closed
CCIA
1774
Campbell & Co Investment Adviser
Maryland
-$7.2M -62,060 Closed
SM
1775
Sciencast Management
New Jersey
-$5.84M -50,303 Closed

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.