We are live on ! Find out more
BAC icon

Bank of America

3,455 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, 1,356 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
3,455
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
PWP
3601
Parkwoods Wealth Partners
New York
CWMGO
3602
Capstone Wealth Management Group (Oregon)
Oregon
TCM
3603
Telos Capital Management
California
BWP
3604
Bernardo Wealth Planning
Pennsylvania
LOIP
3605
Live Oak Investment Partners
Texas
FCB
3606
First County Bank
Connecticut
HIS
3607
Harvest Investment Services
Illinois
FCM
3608
Fortis Capital Management
Washington
IIM
3609
Ipswich Investment Management
Massachusetts
SFP
3610
Sandbox Financial Partners
Maryland
SO
3611
Sierra Ocean
California
JPLA
3612
Joseph P. Lucia & Associates
New York
MIM
3613
Meixler Investment Management
Arizona
JF
3614
JMN Financial
Ohio
HCWM
3615
Hidden Cove Wealth Management
Washington
LWPC
3616
Legacy Wealth Partners (Colorado)
Colorado
STA
3617
Shade Tree Advisors
New York
WA
3618
Waterford Advisors
New York
EWA
3619
Encompass Wealth Advisors
Oregon
RGC
3620
Roberts, Glore & Co
Illinois
MCM
3621
McRae Capital Management
New Jersey
PAS
3622
PKS Advisory Services
New York
DCM
3623
Donaldson Capital Management
Indiana
DWM
3624
DecisionMap Wealth Management
Virginia
CIM
3625
Chapman Investment Management
California