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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
ME
2001
McIlrath & Eck
Washington
$774K
CCA
2002
Coign Capital Advisors
Utah
$772K
MW
2003
Maia Wealth
Colorado
$771K
OPTFSNA
2004
Old Point Trust & Financial Services N A
Virginia
$770K
SCA
2005
Sippican Capital Advisors
Massachusetts
$770K
RWB
2006
RMR Wealth Builders
New Jersey
$769K
PWAC
2007
Private Wealth Advisors (California)
California
$768K
HCMG
2008
Howard Capital Management Group
California
$768K
DAM
2009
Delta Asset Management
Tennessee
$767K
FWM
2010
Finer Wealth Management
Massachusetts
$764K
HP
2011
Havemeyer Place
Connecticut
$764K
AFA
2012
AA Financial Advisors
Ohio
$763K
KIA
2013
Knollwood Investment Advisory
Maryland
$762K
SIG
2014
Sky Investment Group
Connecticut
$762K
CPWA
2015
Cerro Pacific Wealth Advisors
California
$762K
GPI
2016
General Partner Inc
Pennsylvania
$761K
LIM
2017
Lathrop Investment Management
Arkansas
$761K
MAG
2018
M3 Advisory Group
Massachusetts
$760K
FFG
2019
Frisch Financial Group
New York
$759K
JAG
2020
Journey Advisory Group
Kentucky
$759K
GKWIM
2021
Gerber Kawasaki Wealth & Investment Management
California
$758K
DA
2022
Doliver Advisors
Texas
$755K
RIAS
2023
Rachor Investment Advisory Services
Michigan
$754K
SWRP
2024
Summit Wealth & Retirement Planning
California
$753K
WA
2025
WESPAC Advisors
California
$753K