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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
GA
1851
GoalVest Advisory
New York
$1.16K +$1.09K +8 New
PWA
1852
Provenance Wealth Advisors
Florida
$1.16K +$1.09K +8 New
NWMP
1853
Noble Wealth Management PBC
Colorado
$1.01K +$957 +7 New
RBC
1854
Roble Belko & Company
Pennsylvania
$1K
T
1855
Tidemark
California
$868
SWAG
1856
Spectrum Wealth Advisory Group
California
$726 +$684 +5 New
ECA
1857
Elevated Capital Advisors
Utah
$723
SFCL
1858
Strengthening Families & Communities LLC
Massachusetts
$723 +$684 +5 New
MCA
1859
Maryland Capital Advisors
Maryland
$579 +$547 +4 New
LWM
1860
Lodestone Wealth Management
Washington
$578
MWA
1861
Medallion Wealth Advisors
Connecticut
$578 +$547 +4 New
RJA
1862
Ross\Johnson & Associates
Minnesota
$578 +$547 +4 New
CI
1863
Cordant Inc
Oregon
$531 +$547 +4 New
MAFA
1864
MJT & Associates Financial Advisory
Minnesota
$434
3FI
1865
3 Factor Indexing
California
$290
HIA
1866
Highland Investment Advisors
Florida
$289 +$273 +2 New
YDMI
1867
Y.D. More Investments
Israel
$215 +$273 +2 +0.5%
VC
1868
Vestor Capital
Illinois
$139 +$844K +6,172 +1,128%
DWM
1869
Darwin Wealth Management
Florida
$135
Holocene Advisors
1870
Holocene Advisors
New York
-$36.6M -308,934 Closed
BCP
1871
BSN Capital Partners
United Kingdom
-$18.5M -169,545 Closed
VCM
1872
Vivaldi Capital Management
Illinois
-$18.2M -153,489 Closed
AGM
1873
Alpine Global Management
New York
-$14.6M -123,421 Closed
BCV
1874
Banque Cantonale Vaudoise
Switzerland
-$5.73M -48,304 Closed
PRS
1875
Pinkerton Retirement Specialists
Idaho
-$5.49M -47,304 Closed

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.