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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
BlackRock
1
BlackRock
New York
$7.31B -$68.9M -579,660 -0.9%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$5.3B +$5.31B +44,666,753 New
State Street
3
State Street
Massachusetts
$3.77B -$75.8M -637,560 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.24B -$687M -5,779,410 -17%
Dodge & Cox
5
Dodge & Cox
California
$2.78B -$287M -2,409,445 -9%
Vanguard Portfolio Management
6
Vanguard Portfolio Management
Pennsylvania
$2.24B +$2.25B +18,899,155 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.21B +$27.4M +230,288 +1%
Bank of America
8
Bank of America
North Carolina
$1.98B -$25M -210,135 -1%
Artisan Partners
9
Artisan Partners
Wisconsin
$1.84B +$85.2M +716,039 +5%
Ameriprise
10
Ameriprise
Minnesota
$1.72B +$20.1M +168,691 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.72B +$82.8M +695,940 +5%
Morgan Stanley
12
Morgan Stanley
New York
$1.18B -$153M -1,290,048 -12%
First Eagle Investment Management
13
First Eagle Investment Management
New York
$1.17B +$14.6M +122,440 +1%
Wells Fargo
14
Wells Fargo
California
$1.07B -$480K -4,035 -0%
Northern Trust
15
Northern Trust
Illinois
$987M -$9.99M -84,026 -1%
UBS AM
16
UBS AM
Illinois
$905M +$69.8M +586,566 +8%
Invesco
17
Invesco
Georgia
$870M -$40.9M -343,559 -4%
Goldman Sachs
18
Goldman Sachs
New York
$791M +$34.5M +290,157 +5%
Nuveen
19
Nuveen
North Carolina
$772M -$30.6M -257,585 -4%
Amundi
20
Amundi
France
$717M +$90M +756,971 +14%
Legal & General Group
21
Legal & General Group
United Kingdom
$687M +$4.66M +39,201 +0.7%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$631M +$9.71M +81,620 +2%
Charles Schwab
23
Charles Schwab
California
$552M +$5.9M +49,599 +1%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$527M +$477M +4,011,732 +934%
Federated Hermes
25
Federated Hermes
Pennsylvania
$514M +$109M +913,416 +27%

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.