What hedge funds are most similar to Bank of New York Mellon Corp?

The funds with the most similar 13F portfolios to Bank of New York Mellon Corp are BDF-GESTION, Wahed Invest, Avanza Fonder AB, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Bank of New York Mellon

13F Portfolio OverlapQ1 2026Bank of New York Mellon portfolio →

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Most similar hedge funds by 13F overlap

Bank of New York Mellon Corp is an institutional investor managing $543.9B across 4,194 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bank of New York Mellon are BDF-GESTION, Wahed Invest, Avanza Fonder AB, with shared positions in $TXN, $AMAT, $UNH, $C, $LIN, $MU. The full ranking of 25 similar funds is below.

#1BDF-GESTIONActive

Some overlap · 9 shared positions

$TXN $AMAT $UNH $C $LIN $MU

$749M

144 positions

#2Wahed Invest LLCPassive

Some overlap · 9 shared positions

$TXN $AMAT $LIN $MU $KO $T

$770M

225 positions

#3Avanza Fonder ABActive

Some overlap · 9 shared positions

$AMAT $UNH $LIN $MU $KO $T

$3.6B

484 positions

#4ProShare Advisors LLCActive

Some overlap · 7 shared positions

$TXN $AMAT $LIN $MU $KO $AMD

$67.5B

1,865 positions

#5UP STRATEGIC WEALTH INVESTMENT ADVISORS LLCActive

Some overlap · 7 shared positions

$TXN $AMAT $MU $UNH $KO $AMD

$159M

98 positions

#6Siemens Fonds Invest GmbHPassive

Some overlap · 7 shared positions

$AMAT $TXN $LIN $MU $KO $AMD

$1.7B

548 positions

#7FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDActive

Some overlap · 7 shared positions

$AMAT $UNH $LIN $MU $KO $T

$18.3B

538 positions

#8NORDEA INVESTMENT MANAGEMENT ABActive

Some overlap · 7 shared positions

$AMAT $C $LIN $MU $AMD $GILD

$107.2B

864 positions

#9STOREBRAND ASSET MANAGEMENT ASActive

Some overlap · 7 shared positions

$AMAT $C $LIN $MU $KO $T

$34.8B

773 positions

#10Spartan Wealth Advisory Services LLCPassive

Some overlap · 6 shared positions

$TXN $AMAT $UNH $C $LIN $MU

$1.1B

311 positions

#11Alpha Family TrustPassive

Some overlap · 7 shared positions

$AMAT $MU $LIN $KO $T $AMD

$206M

203 positions

#12Invesco Ltd.Passive

Some overlap · 7 shared positions

$TXN $AMAT $MU $LIN $AMD $KO

$653.3B

3,739 positions

#13KLP KAPITALFORVALTNING ASPassive

Slight overlap · 7 shared positions

$AMAT $MU $KO $C $T $AMD

$25.5B

2,154 positions

#14GF FUND MANAGEMENT CO. LTD.Active

Slight overlap · 6 shared positions

$TXN $AMAT $LIN $MU $AMD $GILD

$6.0B

624 positions

#15NEOS Investment Management LLCActive

Slight overlap · 6 shared positions

$TXN $AMAT $LIN $MU $AMD $GILD

$19.8B

575 positions

#16STF Management LP

Slight overlap · 6 shared positions

$TXN $AMAT $LIN $MU $AMD $GILD

$107M

101 positions

#17PROFUND ADVISORS LLCPassive

Slight overlap · 6 shared positions

$TXN $AMAT $LIN $MU $AMD $GILD

$2.7B

1,092 positions

#18Kintegral Advisory, LLCPassive

Slight overlap · 6 shared positions

$TXN $AMAT $C $KO $AMD $GILD

$1.1B

233 positions

#19CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive

Slight overlap · 6 shared positions

$TXN $C $LIN $MU $KO $GILD

$15.7B

329 positions

#20111 CapitalPassive

Slight overlap · 6 shared positions

$AMAT $TXN $LIN $MU $AMD $GILD

$406M

328 positions

#21Progressive Investment Management CorpActive

Slight overlap · 6 shared positions

$TXN $AMAT $LIN $MU $AMD $TJX

$379M

58 positions

#22Russell Investments Group, Ltd.Passive

Slight overlap · 7 shared positions

$AMAT $LIN $MU $TJX $C $UNH

$93.1B

4,237 positions

#23GREAT WEST LIFE ASSURANCE CO /CAN/Passive

Slight overlap · 6 shared positions

$AMAT $UNH $MU $KO $AMD $GILD

$56M

1,841 positions

#24Beech Hill Advisors, Inc.Passive

Slight overlap · 6 shared positions

$AMAT $UNH $MU $KO $AMD $TJX

$200M

94 positions

#25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMEPassive

Slight overlap · 6 shared positions

$AMAT $MU $LIN $UNH $KO $AMD

$481.0B

3,807 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.