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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
MWP
3101
Meriwether Wealth & Planning
Louisiana
$213K
PWS
3102
Pursuit Wealth Strategies
North Carolina
$213K
GSAM
3103
Grant Street Asset Management
Pennsylvania
$213K
SHWM
3104
Smith & Howard Wealth Management
Georgia
$213K
BH
3105
Burk Holdings
Oklahoma
$213K
TFG
3106
Taylor Financial Group
Virginia
$213K
RCM
3107
Requisite Capital Management
Texas
$213K
SFS
3108
Security Financial Services
Indiana
$212K
PHWM
3109
Pine Harbor Wealth Management
Maryland
$212K
CF
3110
Claris Financial
Virginia
$212K
MKW
3111
Mullaney, Keating & Wright
Connecticut
$212K
PIMG
3112
Patriot Investment Management Group
Tennessee
$211K
SWA
3113
Sightline Wealth Advisors
Connecticut
$211K
PWA
3114
Pitcairn Wealth Advisors
Pennsylvania
$211K
RAM
3115
Readystate Asset Management
Illinois
$210K
MWA
3116
MN Wealth Advisors
Kansas
$210K
FA
3117
Financial Alternatives
California
$210K
BFA
3118
Brendel Financial Advisors
New Hampshire
$209K
GPW
3119
Gray Private Wealth
Massachusetts
$209K
KWMG
3120
King Wealth Management Group
Florida
$209K
TCFP
3121
Treasure Coast Financial Planning
Florida
$209K
BRWM
3122
Blue Rock Wealth Management
North Carolina
$208K
BIA
3123
Barry Investment Advisors
Massachusetts
$208K
WWMSC
3124
Wagner Wealth Management (South Carolina)
South Carolina
$208K
SDWIA
3125
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K