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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, 1,357 increasing their positions, 1,527 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
AWM
2551
Ariadne Wealth Management
California
$402K
CWM
2552
Concentrum Wealth Management
California
$402K
LCOV
2553
London Company of Virginia
Virginia
$401K
CWM
2554
Cherrydale Wealth Management
New Jersey
$401K
MCC
2555
Money Concepts Capital
Florida
$400K
FAM
2556
Flaharty Asset Management
Florida
$399K
QL
2557
Quarry LP
New York
$398K
KMWM
2558
Keudell/Morrison Wealth Management
Oregon
$398K
CWS
2559
Cypress Wealth Services
California
$398K
PWA
2560
Physician Wealth Advisors
Utah
$398K
JC
2561
JM2 Capital
Oklahoma
$398K
RWM
2562
RKL Wealth Management
Pennsylvania
$397K
SFWC
2563
Strategic Family Wealth Counselors
New Jersey
$397K
SIC
2564
SJS Investment Consulting
Ohio
$397K
FP
2565
Fiduciary Planning
Florida
$397K
CWM
2566
CCG Wealth Management
California
$395K
AFP
2567
Alpha Financial Partners
Kentucky
$395K
BFPW
2568
BOK Financial Private Wealth
Colorado
$394K
NPF
2569
Norris Perne & French
Michigan
$394K
AIA
2570
Arbor Investment Advisors
North Carolina
$394K
TWM
2571
Topsail Wealth Management
North Carolina
$394K
SCP
2572
Seizert Capital Partners
Michigan
$394K
EMAM
2573
Encompass More Asset Management
California
$393K
GAA
2574
Global Assets Advisory
Florida
$392K
EIA
2575
Edgemoor Investment Advisors
Maryland
$392K