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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
BHBT
1901
Burke & Herbert Bank & Trust
Virginia
-$367K -3,092 Closed
MFS
1902
Mirabella Financial Services
United Kingdom
-$362K -3,052 Closed
BSB
1903
Bangor Savings Bank
Maine
-$360K -3,032 Closed
CAU
1904
Caxton Associates (UK)
-$353K -2,978 Closed
AMBIA
1905
Allen Mooney & Barnes Investment Advisors
Georgia
-$337K -2,837 Closed
CL
1906
CSS LLC
Illinois
-$314K -2,650 Closed
Skandinaviska Enskilda Banken (SEB)
1907
Skandinaviska Enskilda Banken (SEB)
Sweden
-$312K -2,632 Closed
S
1908
Storgate
Texas
-$310K -2,609 Closed
AWMG
1909
Alliance Wealth Management Group
New Jersey
-$305K -2,575 Closed
TCM
1910
Towercrest Capital Management
Pennsylvania
-$305K -2,575 Closed
WP
1911
WealthShield Partners
North Carolina
-$300K -2,531 Closed
RMC
1912
Resources Management Corp
Connecticut
-$281K -2,370 Closed
NFW
1913
Noble Family Wealth
Florida
-$281K -2,365 Closed
BOJHT
1914
Bank of Jackson Hole Trust
Wyoming
-$280K -2,361 Closed
BC
1915
Bayforest Capital
United Kingdom
-$277K -2,335 Closed
BWMG
1916
Barnes Wealth Management Group
California
-$252K -2,127 Closed
AIM
1917
Athena Investment Management
California
-$249K -2,100 Closed
DT
1918
DV Trading
Illinois
-$249K -2,100 Closed
CAS
1919
Coppell Advisory Solutions
Texas
-$242K -2,097 Closed
IWAO
1920
Independence Wealth Advisors (Ohio)
Ohio
-$244K -2,059 Closed
KA
1921
Kooman & Associates
Pennsylvania
-$239K -2,015 Closed
CWMGO
1922
Capstone Wealth Management Group (Oregon)
Oregon
-$237K -1,995 Closed
NL
1923
NWAM LLC
Washington
-$235K -1,985 Closed
XF
1924
XML Financial
Maryland
-$228K -1,920 Closed
TCM
1925
Teza Capital Management
Illinois
-$210K -1,768 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.