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
SG
3251
Sankala Group
Colorado
$79.1K
UFPG
3252
United Financial Planning Group
New York
$78.3K
HC
3253
Hurley Capital
New York
$78.2K
SEP
3254
Signature Equity Partners
Ohio
$76.6K
TLFA
3255
True Link Financial Advisors
California
$75.6K
EF
3256
Entrust Financial
Pennsylvania
$75.5K
HPWM
3257
High Point Wealth Management
New Jersey
$74.7K
BFS
3258
Beacon Financial Strategies
North Carolina
$74K
VWM
3259
Valley Wealth Managers
New Jersey
$73.5K
BFP
3260
Birchwood Financial Partners
Minnesota
$72.9K
TWM
3261
Timmons Wealth Management
Massachusetts
$72.6K
TCM
3262
Triumph Capital Management
Colorado
$72.2K
VWA
3263
Valued Wealth Advisors
Utah
$71.7K
DWM
3264
Dogwood Wealth Management
Kansas
$71.5K
OC
3265
Oakmont Corp
California
$70.9K
CW
3266
Curio Wealth
Maryland
$70.2K
MFT
3267
Moisand Fitzgerald Tamayo
Florida
$69.7K
CMA
3268
Cedar Mountain Advisors
Oregon
$69.6K
FFL
3269
Financial Freedom LLC
Ohio
$68.3K
PWM
3270
Peck Wealth Management
New York
$68.3K
Q1WB
3271
Quest 10 Wealth Builders
Virginia
$68.1K
OW
3272
Olistico Wealth
Oklahoma
$67.9K
PUI
3273
Purpose Unlimited Inc
$65.4K
KG
3274
Kilter Group
New York
$64.3K
TSMHT
3275
Thurston Springer Miller Herd & Titak
Indiana
$63.4K