We are live on ! Find out more
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
IPS
1801
Investors Portfolio Services
Washington
$8.39K
SFS
1802
Sunrise Financial Services
Washington
$8.24K
PS
1803
Planning Strategies
Pennsylvania
$8.24K +$7.79K +57 New
NWM
1804
Nova Wealth Management
Florida
$7.95K -$11.8K -86 -61%
PPC
1805
Park Place Capital
Alabama
$7.66K -$410 -3 -5%
ANBT
1806
American National Bank & Trust
Texas
$7.66K
GG
1807
Gleason Group
Kentucky
$7.66K +$7.25K +53 New
IAS
1808
IMA Advisory Services
Colorado
$7.52K +$2.05K +15 +41%
JSAM
1809
J. Safra Asset Management
New York
$7.23K
FLP
1810
Financial Life Planners
Arizona
$7.23K +$6.84K +50 New
ACA
1811
American Capital Advisory
Idaho
$6.8K +$1.37K +10 +27%
GSWM
1812
Golden State Wealth Management
California
$6.57K +$2.05K +15 +50%
JFGIW
1813
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.51K +$6.15K +45 New
SIC
1814
Salem Investment Counselors
North Carolina
$5.93K
RS
1815
Rakuten Securities
Japan
$5.78K +$3.15K +23 +135%
KFI
1816
Key Financial Inc
Pennsylvania
$5.64K
MWM
1817
Mascoma Wealth Management
New Hampshire
$5.5K +$820 +6 +19%
API
1818
Asset Planning Inc
California
$5.35K
VWM
1819
Vermillion Wealth Management
Minnesota
$5.21K -$6.56K -48 -57%
1CP
1820
1015 Capital Partners
Pennsylvania
$5.21K +$547 +4 +13%
APW
1821
Allied Private Wealth
Florida
$4.67K +$4.24K +31 New
AP
1822
Aspect Partners
Virginia
$4.63K -$2.19K -16 -33%
AG
1823
AmeriFlex Group
Nevada
$4.48K +$1.5K +11 +55%
EWM
1824
Evolution Wealth Management
Florida
$4.34K +$410 +3 +11%
SFAM
1825
Sawyer Falduto Asset Management
Illinois
$4.19K

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.