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Bank of America

3,287 hedge funds and large institutions have $260B invested in Bank of America in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,364 increasing their positions, 1,302 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.29% more ownership

Funds ownership: 71.52%72.82% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 1,364 | Existing positions reduced: 1,302

36% less call options, than puts

Call options by funds: $5B | Put options by funds: $7.81B

Holders
3,287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5B
Puts
$7.81B
Net Calls
Net Calls Change

Top Buyers

1 +$913M
2 +$551M
3 +$470M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$463M
5
Goldman Sachs
Goldman Sachs
New York
+$446M

Top Sellers

1 -$1.24B
2 -$823M
3 -$785M
4
Millennium Management
Millennium Management
New York
-$675M
5
Franklin Resources
Franklin Resources
California
-$596M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2476
SFMG Wealth Advisors
Texas
$398K
TW
2477
Traveka Wealth
California
$398K
BWA
2478
Blodgett Wealth Advisors
California
$398K
APWA
2479
Atlas Private Wealth Advisors
New Jersey
$397K
QFA
2480
Quantum Financial Advisors
California
$397K
WCP
2481
Wealthcare Capital Partners
Pennsylvania
$396K
SP
2482
Stablepoint Partners
Massachusetts
$396K
FTA
2483
Financial & Tax Architects
Missouri
$395K
IAG
2484
Investment Advisory Group
Massachusetts
$395K
FCA
2485
Fortis Capital Advisors
Kansas
$395K
SP
2486
Successful Portfolios
Florida
$395K
WW
2487
Westshore Wealth
California
$394K
WCFA
2488
Walkner Condon Financial Advisors
Wisconsin
$394K
HFS
2489
Howard Financial Services
Texas
$393K
MHC
2490
May Hill Capital
Massachusetts
$393K
SP
2491
Sequent Planning
Nebraska
$392K
ONSWM
2492
Old North State Wealth Management
North Carolina
$392K
KMWM
2493
Keudell/Morrison Wealth Management
Oregon
$392K
JWCA
2494
J.W. Coons Advisors
Ohio
$392K
BWM
2495
BlackDiamond Wealth Management
New York
$392K
AIA
2496
Arbor Investment Advisors
North Carolina
$389K
WA
2497
Wealthstream Advisors
New York
$388K
MA
2498
Maxele Advisors
Missouri
$388K
MWM
2499
Maltin Wealth Management
New Jersey
$387K
BWP
2500
Balboa Wealth Partners
Arizona
$385K