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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
PAI
1826
Pittenger & Anderson Inc
Nebraska
$4.05K
NL
1827
NVWM LLC
Pennsylvania
$4.05K +$547 +4 +17%
AWM
1828
Abound Wealth Management
Tennessee
$3.85K -$5.88K -43 -61%
KA
1829
Kozak & Associates
Colorado
$3.72K
W
1830
WealthCollab
Washington
$3.62K
WETS
1831
Wealth Enhancement Trust Services
South Dakota
$3.62K -$11.6K -85 -77%
WA
1832
WestEnd Advisors
North Carolina
$3.47K +$273 +2 +9%
P
1833
Palladiem
Pennsylvania
$3.04K
FMP
1834
Financial Management Professionals
Texas
$2.6K
TBFA
1835
Three Bearings Fiduciary Advisors
New Hampshire
$2.17K
PIS
1836
POM Investment Strategies
North Carolina
$2.17K -$3.42K -25 -63%
CFS
1837
CGC Financial Services
Oregon
$2.17K
FIM
1838
FWL Investment Management
Texas
$2.02K +$1.91K +14 New
MWM
1839
Mosley Wealth Management
California
$2.02K +$1.91K +14 New
NWM
1840
Navigoe Wealth Management
California
$2K +$2.46K +18 New
AT
1841
Arlington Trust
Alabama
$1.88K
HHGA
1842
Halbert Hargrove Global Advisors
California
$1.82K +$1.78K +13 New
DF
1843
DecisionPoint Financial
Arizona
$1.75K +$1.5K +11 +1,100%
BIM
1844
Breakwater Investment Management
Washington
$1.59K +$820 +6 +120%
PUI
1845
Purpose Unlimited Inc
$1.45K -$1.23K -9 -47%
HC
1846
Hara Capital
Washington
$1.45K
MBFW
1847
Morton Brown Family Wealth
Pennsylvania
$1.45K +$1.37K +10 New
PMFA
1848
Plante Moran Financial Advisors
Michigan
$1.45K +$1.37K +10 New
SA
1849
Seneschal Advisors
Washington
$1.3K
BH
1850
Burk Holdings
Oklahoma
$1.3K -$410 -3 -25%

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.