We are live on ! Find out more
BAC icon

Bank of America

3,456 hedge funds and large institutions have $259B invested in Bank of America in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,358 increasing their positions, 1,526 reducing their positions, and 261 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

28% less first-time investments, than exits

New positions opened: 188 | Existing positions closed: 261

29% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.68B

30% less funds holding in top 10

Funds holding in top 10: 12990 (-39)

Holders
3,456
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.75B
Puts
$6.68B
Net Calls
Net Calls Change

Top Buyers

1 +$825M
2 +$820M
3 +$611M
4
Barclays
Barclays
United Kingdom
+$387M
5
Two Sigma Investments
Two Sigma Investments
New York
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
2501
Ritter Daniher Financial Advisory
Ohio
$422K
FAFN
2502
First Affirmative Financial Network
Colorado
$422K
CW
2503
Cornerstone Wealth
Tennessee
$422K
ACM
2504
Allred Capital Management
Texas
$422K
TT
2505
TI-Trust
Illinois
$421K
CA
2506
Crumly & Associates
Illinois
$421K
SP
2507
Successful Portfolios
Florida
$421K
NF
2508
Nvest Financial
New Hampshire
$421K
SC
2509
Sawyer & Company
Massachusetts
$421K
RE
2510
Rydar Equities
Texas
$420K
FSA
2511
Financial Security Advisor
Virginia
$419K
TFCP
2512
Twin Focus Capital Partners
Massachusetts
$419K
AIM
2513
Alhambra Investment Management
Florida
$419K
RCM
2514
Raleigh Capital Management
North Carolina
$419K
HAS
2515
HBW Advisory Services
California
$418K
OA
2516
Oxbow Advisors
Texas
$418K
FSA
2517
Franklin Street Advisors
North Carolina
$418K
FHC
2518
First Heartland Consultants
Missouri
$418K
DI
2519
DDFG Inc
California
$418K
BWAM
2520
Boyd Watterson Asset Management
Ohio
$418K
SWMG
2521
Sard Wealth Management Group
Georgia
$417K
SWGC
2522
Summit Wealth Group (Colorado)
Colorado
$417K
JTWM
2523
Jackson Thornton Wealth Management
Alabama
$415K
CST
2524
Charles Schwab Trust
Nevada
$415K
BWM
2525
BlackDiamond Wealth Management
New York
$414K