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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
CRWM
2026
Castle Rock Wealth Management
California
$752K
RPGK
2027
Retirement Planning Group (Kansas)
Kansas
$750K
PCM
2028
Pointe Capital Management
Michigan
$748K
CBT
2029
Crews Bank & Trust
Florida
$745K
RPSA
2030
Richard P. Slaughter Associates
Texas
$744K
RWP
2031
Revolve Wealth Partners
New Jersey
$744K
KIM
2032
Kestra Investment Management
Texas
$742K
GP
2033
Guardian Partners
Canada
$741K
CFG
2034
CKW Financial Group
Hawaii
$741K
TF
2035
Tompkins Financial
New York
$737K
SIC
2036
Shoker Investment Counsel
Ohio
$736K
BMC
2037
Benin Management Corp
Connecticut
$735K
S
2038
Sunpointe
Missouri
$735K
RFP
2039
Root Financial Partners
California
$734K
OWA
2040
Outlook Wealth Advisors
Texas
$733K
CAM
2041
Columbia Asset Management
Michigan
$732K
CWMK
2042
Caliber Wealth Management (Kansas)
Kansas
$732K
AFG
2043
Altiora Financial Group
Ohio
$732K
EFSCE
2044
Enterprise Financial Services Corp (EFSC)
Missouri
$731K
APC
2045
Aspire Private Capital
North Carolina
$730K
TF
2046
Trek Financial
Arizona
$728K
FAG
2047
Fortitude Advisory Group
Washington
$728K
FM
2048
Family Management
New York
$728K
SAA
2049
Southeast Asset Advisors
Georgia
$725K
FMN
2050
Financial Management Network
California
$725K