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Bank of America

3,478 hedge funds and large institutions have $259B invested in Bank of America in 2026 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,365 increasing their positions, 1,537 reducing their positions, and 264 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.2% less ownership

Funds ownership: 75.86%74.66% (-1.2%)

4% less funds holding

Funds holding: 3,6083,478 (-130)

11% less repeat investments, than reductions

Existing positions increased: 1,365 | Existing positions reduced: 1,537

15% less capital invested

Capital invested by funds: $304B → $259B (-$44.6B)

28% less first-time investments, than exits

New positions opened: 189 | Existing positions closed: 264

29% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.68B

31% less funds holding in top 10

Funds holding in top 10: 13090 (-40)

Holders
3,478
Holders Change
-130
Holders Change %
-3.6%
% of All Funds
42.56%
Holding in Top 10
90
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-30.77%
% of All Funds
1.1%
New
189
Increased
1,365
Reduced
1,537
Closed
264
Calls
$4.75B
Puts
$6.68B
Net Calls
-$1.92B
Net Calls Change
+$1.8B
Name Holding Trade Value Shares
Change
Change in
Stake
T2I
3401
Turim 21 Investimentos
Brazil
$21.8K +$23.1K +447 New
AF
3402
Abound Financial
California
$21.4K -$1.81K -35 -7%
W
3403
WealthCollab
Washington
$21.3K
SWA
3404
Strategic Wealth Advisors
Arizona
$21K
NWM
3405
Nova Wealth Management
Florida
$20.9K -$5.21K -101 -19%
NECFA
3406
New England Capital Financial Advisors
Connecticut
$20.8K +$103 +2 +0.5%
HFS
3407
Horizon Financial Services
North Carolina
$19.7K +$9.55K +185 +84%
SC
3408
Steph & Co
Wisconsin
$17.7K -$9.55K -185 -34%
WPA
3409
Wealth Preservation Advisors
Tennessee
$17.1K -$12.3K -238 -40%
CFG
3410
Clayton Financial Group
Missouri
$16.8K
MPW
3411
MASECO Private Wealth
$16.4K +$17.4K +337 New
T
3412
Transce3nd
Texas
$16.1K -$929 -18 -5%
CMP
3413
Coston McIsaac & Partners
Maine
$16K -$16.2K -314 -47%
SHIM
3414
Stone House Investment Management
Pennsylvania
$16K +$103 +2 +0.6%
DF
3415
DecisionPoint Financial
Arizona
$15.5K
FF
3416
Friedenthal Financial
New Jersey
$15.5K
FDCP
3417
Foster Dykema Cabot & Partners
Massachusetts
$15.4K
LAS
3418
Lloyd Advisory Services
Georgia
$14.7K +$4.64K +90 +42%
KFG
3419
Kingdom Financial Group
Arizona
$14.7K +$10.7K +208 +221%
WCMN
3420
Westchester Capital Management (Nebraska)
Nebraska
$14.6K +$15.5K +300 New
PS
3421
PayPay Securities
Japan
$14.2K +$2.12K +41 +18%
PSFG
3422
Park Square Financial Group
Georgia
$13.4K -$21.8K -423 -61%
IA
3423
IFS Advisors
Kansas
$13.3K +$1.19K +23 +9%
MG
3424
MilWealth Group
Wisconsin
$13.2K
MIM
3425
Marshall Investment Management
Colorado
$13.2K +$13.9K +270 New

BAC Hedge Fund Activity: Q1 2026 in Review

3,478 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2026, worth a combined $259B — down 15% from $304B a quarter earlier.

Sellers outnumbered buyers: 264 funds closed out of BAC and 189 opened new positions — a net loss of 75 holders — while 1,537 trimmed existing stakes and 1,365 added.

The largest buyer was Franklin Resources, adding an estimated $825M. The largest seller was JP Morgan Chase, cutting an estimated $1.51B.

  • 3,478 institutional investors held Bank of America (BAC) as of Q1 2026, down from 3,608 in Q4 2025.
  • Funds reported $259B of Bank of America stock for Q1 2026, down 15% quarter-over-quarter.
  • 189 funds opened new Bank of America positions in Q1 2026 and 264 closed out, a net change of -75 holders.
  • The largest Bank of America buyer in Q1 2026 was Franklin Resources, an estimated $825M added.
  • The largest Bank of America seller in Q1 2026 was JP Morgan Chase, an estimated $1.51B sold.

Based on aggregated 13F filings for Q1 2026.