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, 1,357 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
SWM
2776
Shelton Wealth Management
Texas
$311K
NWM
2777
Northwest Wealth Management
Iowa
$310K
AWP
2778
Avid Wealth Partners
Texas
$310K
FWP
2779
Forefront Wealth Partners
Texas
$309K
SCM
2780
Stevens Capital Management
Pennsylvania
$309K
PGF
2781
Plan Group Financial
Oklahoma
$309K
ASG
2782
Ariston Services Group
California
$308K
MFP
2783
Meramec Financial Planners
Missouri
$308K
S
2784
Steadtrust
Texas
$308K
MFA
2785
Morling Financial Advisors
California
$308K
BSB
2786
Bangor Savings Bank
Maine
$307K
MWP
2787
Meridian Wealth Partners
Pennsylvania
$307K
MFS
2788
Madrona Financial Services
Washington
$307K
GHA
2789
GW Henssler & Associates
Georgia
$307K
MIM
2790
Moseley Investment Management
Florida
$306K
FFO
2791
Fortitude Family Office
Arizona
$306K
EWA
2792
Emergent Wealth Advisors
New York
$306K
JGIA
2793
Jackson Grant Investment Advisers
Connecticut
$306K
ESC
2794
Eurizon SLJ Capital
$306K
DWMS
2795
Dominguez Wealth Management Solutions
Virginia
$306K
IWS
2796
Insight Wealth Strategies
California
$305K
DA
2797
Dover Advisors
Virginia
$305K
MTIC
2798
Missouri Trust & Investment Company
Missouri
$305K
RIS
2799
Richmond Investment Services
Wisconsin
$305K
KFG
2800
Kelly Financial Group
Connecticut
$305K