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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
LAM
1926
Longboard Asset Management
Arizona
-$204K -1,722 Closed
CIC
1927
Carnegie Investment Counsel
Ohio
-$202K -1,702 Closed
RBFC
1928
Roman Butler Fullerton & Co
Missouri
-$215K -1,680 Closed
IUHSA
1929
Itau Unibanco Holding S.A.
Brazil
-$126K -1,065 Closed
TPWA
1930
Twin Peaks Wealth Advisors
California
-$95.3K -804 Closed
GAA
1931
Global Assets Advisory
Florida
-$75.1K -633 Closed
WSFG
1932
Wall Street Financial Group
Illinois
-$56.9K -480 Closed
OA
1933
Operose Advisors
Wisconsin
-$52.4K -442 Closed
DWP
1934
Destiny Wealth Partners
Florida
-$50.7K -427 Closed
OWA
1935
Opal Wealth Advisors
New York
-$45.2K -381 Closed
GXJ
1936
Global X Japan
Japan
-$37.4K -315 Closed
TGY2IT
1937
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$29.2K -246 Closed
S
1938
Sachetta
Massachusetts
-$25.3K -213 Closed
FFL
1939
Financial Freedom LLC
Ohio
-$16.6K -140 Closed
MTIC
1940
Missouri Trust & Investment Company
Missouri
-$16K -135 Closed
WA
1941
Whipplewood Advisors
Colorado
-$8.9K -75 Closed
YP
1942
YANKCOM Partnership
South Dakota
-$7.47K -63 Closed
ACM
1943
Accent Capital Management
Ohio
-$6.05K -51 Closed
TLFA
1944
True Link Financial Advisors
California
-$6.05K -51 Closed
MPW
1945
MASECO Private Wealth
-$5.88K -50 Closed
IWS
1946
Intentional Wealth Strategies
Colorado
-$5.81K -49 Closed
CFG
1947
Clayton Financial Group
Missouri
-$5.58K -47 Closed
LWMI
1948
Legacy Wealth Management (Idaho)
Idaho
-$5.58K -47 Closed
TFG
1949
Team Financial Group
California
-$5.05K -43 Closed
RWM
1950
RMG Wealth Management
Wisconsin
-$5.43K -41 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.