BAC icon

Bank of America

3,256 hedge funds and large institutions have $259B invested in Bank of America in 2025 Q2 according to their latest regulatory filings, with 271 funds opening new positions, 1,358 increasing their positions, 1,284 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,256
Holders Change
+87
Holders Change %
+2.75%
% of All Funds
43.63%
Holding in Top 10
127
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.59%
% of All Funds
1.7%
New
271
Increased
1,358
Reduced
1,284
Closed
130
Calls
$5B
Puts
$7.81B
Net Calls
-$2.81B
Net Calls Change
-$742M
Name Holding Trade Value Shares
Change
Shares
Change %
KMWM
2476
Keudell/Morrison Wealth Management
Oregon
$392K -$8.47K -179 -2%
JWCA
2477
J.W. Coons Advisors
Ohio
$392K
BWM
2478
BlackDiamond Wealth Management
New York
$392K +$40.9K +849 +12%
AIA
2479
Arbor Investment Advisors
North Carolina
$389K +$237 +5 +0.1%
WA
2480
Wealthstream Advisors
New York
$388K +$388K +8,194 New
MWM
2481
Maltin Wealth Management
New Jersey
$387K +$38.4K +812 +11%
BWP
2482
Balboa Wealth Partners
Arizona
$385K +$385K +8,133 New
PSP
2483
Principal Street Partners
Tennessee
$385K +$385K +8,132 New
EL
2484
EWA LLC
Pennsylvania
$385K +$68.1K +1,440 +22%
LFG
2485
Lockerman Financial Group
California
$384K +$1.99K +42 +0.5%
VCP
2486
Verus Capital Partners
Arizona
$383K -$502K -10,601 -57%
IWS
2487
Insight Wealth Strategies
California
$383K +$5.39K +112 +1%
SHFA
2488
SC&H Financial Advisors
Maryland
$382K
SWM
2489
Sendero Wealth Management
Texas
$382K -$49K -1,036 -11%
EMAM
2490
Encompass More Asset Management
California
$382K -$32.2K -681 -8%
RP
2491
Rice Partnership
Hawaii
$382K -$10.1K -214 -3%
FA
2492
Financial Advisors
Massachusetts
$381K
BBW
2493
Blue Barn Wealth
Utah
$381K +$20.7K +437 +6%
BP
2494
BBR Partners
New York
$381K -$2.56K -54 -0.7%
CA
2495
Cache Advisors
California
$380K
UBV
2496
United Bank (Virginia)
Virginia
$380K -$4.35K -92 -1%
SMH
2497
Sanders Morris Harris
Texas
$380K
AFA
2498
AA Financial Advisors
Ohio
$380K +$380K +8,020 New
WSCM
2499
Wellington Shields Capital Management
New York
$379K -$3.17K -67 -0.8%
SFWC
2500
Strategic Family Wealth Counselors
New Jersey
$378K -$13.3K -281 -3%