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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
AC
1801
AlphaCore Capital
California
-$437K -3,764 Closed
VF
1802
Virtu Financial
New York
-$408K -3,519 Closed
WWM
1803
Whalen Wealth Management
Nevada
-$404K -3,478 Closed
BC
1804
Bridgefront Capital
Texas
-$378K -3,257 Closed
NP
1805
NorthRock Partners
Minnesota
-$376K -3,237 Closed
PCM
1806
Prelude Capital Management
New York
-$368K -3,166 Closed
QL
1807
Quarry LP
New York
-$364K -3,137 Closed
OIA
1808
Oakmont Investment Advisors
Pennsylvania
-$337K -2,903 Closed
CNBOF
1809
City National Bank of Florida
Florida
-$325K -2,802 Closed
FHC
1810
First Heartland Consultants
Missouri
-$292K -2,512 Closed
PCP
1811
Perbak Capital Partners
United Kingdom
-$282K -2,426 Closed
LAM
1812
LECAP Asset Management
United Kingdom
-$273K -2,355 Closed
PF
1813
Phoenix Financial
Israel
-$266K -2,295 Closed
TCM
1814
TABR Capital Management
California
-$265K -2,282 Closed
RS
1815
R Squared
Hong Kong
-$259K -2,232 Closed
OPWM
1816
Oregon Pacific Wealth Management
Oregon
-$232K -1,995 Closed
CCA
1817
Childress Capital Advisors
Texas
-$230K -1,984 Closed
CTA
1818
Chesley Taft & Associates
Illinois
-$224K -1,932 Closed
AI
1819
Accredited Investors
Minnesota
-$219K -1,884 Closed
SAW
1820
Signal Advisors Wealth
Michigan
-$216K -1,861 Closed
SL
1821
Summitry LLC
California
-$211K -1,817 Closed
1CP
1822
17 Capital Partners
Arizona
-$210K -1,807 Closed
SIM
1823
Sentry Investment Management
Wisconsin
-$207K -1,786 Closed
NRC
1824
New Republic Capital
North Carolina
-$206K -1,774 Closed
SIA
1825
SeaBridge Investment Advisors
New Jersey
-$203K -1,751 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.