BNY

Bank of New York Mellon

1,736 hedge funds and large institutions have $67.7B invested in Bank of New York Mellon in 2026 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 651 increasing their positions, 647 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$408M
Puts
$308M
Net Calls
Net Calls Change

Top Sellers

1 -$687M
2 -$287M
3 -$182M
4
Morgan Stanley
Morgan Stanley
New York
-$153M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1801
Spinnaker Investment Group
California
FBT
1802
First Bank & Trust
South Dakota
SP
1803
Successful Portfolios
Florida
GC
1804
Gould Capital
Washington
WWA
1805
Wealth Watch Advisors
Colorado
TH
1806
TCTC Holdings
Texas
CIA
1807
Cape Investment Advisory
Georgia
LWANC
1808
Laurel Wealth Advisors (North Carolina)
North Carolina
CWP
1809
Concord Wealth Partners
Virginia
CP
1810
Camelot Portfolios
Ohio
MA
1811
Modus Advisors
Minnesota
GAG
1812
Goodman Advisory Group
Massachusetts
NL
1813
Navalign LLC
California
WPA
1814
Wealth Preservation Advisors
Tennessee
LAS
1815
Lloyd Advisory Services
Georgia
KBFS
1816
Kohmann Bosshard Financial Services
Ohio
GAFA
1817
Garton & Associates Financial Advisors
Kentucky
IIM
1818
IFC & Insurance Marketing
California
HHMI
1819
Howard Hughes Medical Institute
Maryland
CIAS
1820
CBIZ Investment Advisory Services
Ohio
GWM
1821
Greenline Wealth Management
Florida
SC
1822
Solstein Capital
California
VWWMG
1823
Vermillion & White Wealth Management Group
Pennsylvania
WW
1824
Winnow Wealth
Texas
B
1825
Birchbrook
Maine