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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
SFO
3051
Stenger Family Office
Illinois
$228K
CAM
3052
Claret Asset Management
Quebec, Canada
$228K
LWM
3053
Lakeridge Wealth Management
Ohio
$228K
GT
3054
GreatBanc Trust
Illinois
$228K
5W
3055
5T Wealth
California
$227K
EFL
3056
ERn Financial LLC
Wisconsin
$227K
BFWM
3057
Bright Futures Wealth Management
New York
$227K
HIG
3058
Heritage Investment Group
Florida
$227K
AFP
3059
ATLas Financial Planning
Georgia
$226K
PFC
3060
Phocas Financial Corp
California
$226K
SP
3061
Symmetry Partners
Connecticut
$226K
CFFP
3062
Center for Financial Planning
Michigan
$226K
PA
3063
Prossimo Advisors
California
$226K
FWM
3064
Foguth Wealth Management
Michigan
$225K
MPCG
3065
Matrix Private Capital Group
New York
$224K
CWA
3066
Crusonia Wealth Advisors
Colorado
$223K
PSP
3067
Principal Street Partners
Tennessee
$223K
LFASL
3068
Lugano Financial Advisors SA (LFA)
Switzerland
$223K
FC
3069
Financial Consulate
Maryland
$222K
HDIM
3070
Hanson & Doremus Investment Management
Vermont
$222K
NG
3071
Northstar Group
New York
$222K
4A
3072
4Wealth Advisors
Illinois
$221K
CCM
3073
Collar Capital Management
Wisconsin
$221K
DI
3074
Disciplined Investments
Oklahoma
$221K
AFGAS
3075
Allegiance Financial Group Advisory Services
Virginia
$220K