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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
WCM
1776
Westend Capital Management
California
$16.2K -$2.73K -20 -15%
BAM
1777
Bellevue Asset Management
Washington
$16K
AP
1778
Atwood & Palmer
Missouri
$15.9K
HFS
1779
Hughes Financial Services
Virginia
$15.6K +$3.69K +27 +33%
GSEP
1780
Golden State Equity Partners
California
$15.2K -$49.6K -363 -78%
IWP
1781
IAG Wealth Partners
Wisconsin
$14.9K -$26K -190 -65%
GIM
1782
Gold Investment Management
Alberta, Canada
$14.5K
IWM
1783
IMG Wealth Management
Florida
$14.5K +$1.37K +10 +11%
RCM
1784
Richardson Capital Management
Wisconsin
$14.2K -$2.46K -18 -16%
FPB
1785
First PREMIER Bank
South Dakota
$14K
CWP
1786
Clark Wealth Partners
Illinois
$13.2K
PSB
1787
Piscataqua Savings Bank
New Hampshire
$12.9K
UFPG
1788
United Financial Planning Group
New York
$12.6K
CWP
1789
Concord Wealth Partners
Virginia
$11.3K +$10.7K +78 New
DWA
1790
Delos Wealth Advisors
Texas
$11.1K +$10.5K +77 New
FC
1791
Financial Consulate
Maryland
$11K +$273 +2 +3%
OAG
1792
Oakmont Advisory Group
New Mexico
$10.7K +$10.1K +74 New
DRP
1793
Decker Retirement Planning
Utah
$10.4K +$9.84K +72 New
KFG
1794
Kingdom Financial Group
Arizona
$10.4K +$9.84K +72 New
BCPWM
1795
Bradley & Co Private Wealth Management
Florida
$10.3K
IFWM
1796
Institute for Wealth Management
Colorado
$9.8K +$9.3K +68 New
VWA
1797
VSM Wealth Advisory
Maryland
$9.69K
AA
1798
Addison Advisors
Vermont
$9.26K -$178K -1,300 -95%
OPTFSNA
1799
Old Point Trust & Financial Services N A
Virginia
$9.26K +$8.75K +64 New
CFD
1800
Creative Financial Designs
Indiana
$8.97K

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.