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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
LWM
1251
LJI Wealth Management
Indiana
$2.46M
NB
1252
Nicolet Bankshares
Wisconsin
$2.46M
AO
1253
Advisor OS
Illinois
$2.46M
FSA
1254
Fort Sheridan Advisors
Illinois
$2.45M
PVM
1255
Palogic Value Management
Texas
$2.45M
IIC
1256
Integrated Investment Consultants
Michigan
$2.45M
LI
1257
Lafayette Investments
Maryland
$2.44M
CAM
1258
Chou Associates Management
Ontario, Canada
$2.44M
CA
1259
Cumberland Advisors
Florida
$2.43M
PWPS
1260
Pinnacle Wealth Planning Services
Ohio
$2.43M
IBOK
1261
Independence Bank of Kentucky
Kentucky
$2.43M
PWM
1262
Palumbo Wealth Management
New York
$2.42M
HAM
1263
Harmony Asset Management
Arizona
$2.42M
MIM
1264
MTM Investment Management
South Carolina
$2.41M
MT
1265
Midwest Trust
Kansas
$2.41M
MFA
1266
Mayflower Financial Advisors
Massachusetts
$2.41M
EPIMS
1267
Evelyn Partners Investment Management Services
$2.4M
PDL
1268
Portfolio Design Labs
California
$2.4M
JWM
1269
Jeppson Wealth Management
California
$2.39M
PE
1270
PCM Encore
Colorado
$2.39M
WCM
1271
Weaver Capital Management
Georgia
$2.39M
BIM
1272
Bridges Investment Management
Nebraska
$2.39M
LCAM
1273
London & Capital Asset Management
United Kingdom
$2.39M
NL
1274
NVWM LLC
Pennsylvania
$2.39M
BFG
1275
Beacon Financial Group
Texas
$2.39M