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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, 1,358 increasing their positions, 1,526 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
KFC
1226
Klingenstein Fields & Co
New York
$2.54M
CCWA
1227
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.54M
OCPWS
1228
One Charles Private Wealth Services
Massachusetts
$2.53M
MPPW
1229
Mitchell & Pahl Private Wealth
Oklahoma
$2.53M
BCWM
1230
Bartlett & Co Wealth Management
Ohio
$2.52M
VDBMI
1231
Van Den Berg Management I
Texas
$2.52M
SW
1232
SVB Wealth
Massachusetts
$2.52M
MIA
1233
MainStreet Investment Advisors
Illinois
$2.51M
WFA
1234
Wellspring Financial Advisors
Ohio
$2.51M
LWCFA
1235
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.51M
OWA
1236
Octavia Wealth Advisors
Ohio
$2.5M
PWP
1237
Precedent Wealth Partners
Texas
$2.5M
TPW
1238
Talon Private Wealth
Florida
$2.5M
HCCM
1239
Hudson Canyon Capital Management
New York
$2.5M
CCS
1240
Concentric Capital Strategies
Connecticut
$2.49M
AWM
1241
Accurate Wealth Management
Florida
$2.49M
ECM
1242
EagleClaw Capital Management
Massachusetts
$2.49M
KIG
1243
Kennedy Investment Group
New Jersey
$2.49M
SLFPAM
1244
St. Louis Financial Planners Asset Management
Missouri
$2.48M
PG
1245
Patten Group
Tennessee
$2.48M
CRC
1246
Curi RMB Capital
Illinois
$2.47M
CD
1247
Chapin Davis
Maryland
$2.47M
HVIA
1248
Hudson Valley Investment Advisors
New York
$2.47M
WSFS
1249
Wilmington Savings Fund Society
Delaware
$2.47M
EM
1250
Excalibur Management
Massachusetts
$2.46M