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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
SIG
1826
Spinnaker Investment Group
California
-$202K -1,739 Closed
FBT
1827
First Bank & Trust
South Dakota
-$201K -1,733 Closed
SP
1828
Successful Portfolios
Florida
-$200K -1,683 Closed
GC
1829
Gould Capital
Washington
-$181K -1,559 Closed
WWA
1830
Wealth Watch Advisors
Colorado
-$129K -1,107 Closed
TH
1831
TCTC Holdings
Texas
-$119K -1,026 Closed
CIA
1832
Cape Investment Advisory
Georgia
-$111K -960 Closed
LWANC
1833
Laurel Wealth Advisors (North Carolina)
North Carolina
-$107K -923 Closed
CWP
1834
Concord Wealth Partners
Virginia
-$81.8K -705 Closed
CP
1835
Camelot Portfolios
Ohio
-$81.3K -700 Closed
MA
1836
Modus Advisors
Minnesota
-$73.6K -634 Closed
GAG
1837
Goodman Advisory Group
Massachusetts
-$67.3K -580 Closed
NL
1838
Navalign LLC
California
-$66K -569 Closed
WPA
1839
Wealth Preservation Advisors
Tennessee
-$54.3K -467 Closed
LAS
1840
Lloyd Advisory Services
Georgia
-$52.6K -453 Closed
KBFS
1841
Kohmann Bosshard Financial Services
Ohio
-$46.2K -398 Closed
GAFA
1842
Garton & Associates Financial Advisors
Kentucky
-$22.9K -198 Closed
IIM
1843
IFC & Insurance Marketing
California
-$21K -177 Closed
HHMI
1844
Howard Hughes Medical Institute
Maryland
-$17.5K -151 Closed
CIAS
1845
CBIZ Investment Advisory Services
Ohio
-$11K -95 Closed
GWM
1846
Greenline Wealth Management
Florida
-$10.9K -94 Closed
SC
1847
Solstein Capital
California
-$10.8K -93 Closed
VWWMG
1848
Vermillion & White Wealth Management Group
Pennsylvania
-$7.78K -67 Closed
WW
1849
Winnow Wealth
Texas
-$5.03K -43 Closed
B
1850
Birchbrook
Maine
-$4.3K -37 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.