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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
PSP
2501
Principal Street Partners
Tennessee
$385K
EL
2502
EWA LLC
Pennsylvania
$385K
LFG
2503
Lockerman Financial Group
California
$384K
VCP
2504
Verus Capital Partners
Arizona
$383K
IWS
2505
Insight Wealth Strategies
California
$383K
SHFA
2506
SC&H Financial Advisors
Maryland
$382K
SWM
2507
Sendero Wealth Management
Texas
$382K
EMAM
2508
Encompass More Asset Management
California
$382K
RP
2509
Rice Partnership
Hawaii
$382K
FA
2510
Financial Advisors
Massachusetts
$381K
BBW
2511
Blue Barn Wealth
Utah
$381K
BP
2512
BBR Partners
New York
$381K
CA
2513
Cache Advisors
California
$380K
UBV
2514
United Bank (Virginia)
Virginia
$380K
SMH
2515
Sanders Morris Harris
Texas
$380K
AFA
2516
AA Financial Advisors
Ohio
$380K
WSCM
2517
Wellington Shields Capital Management
New York
$379K
SFWC
2518
Strategic Family Wealth Counselors
New Jersey
$378K
BWA
2519
Bordeaux Wealth Advisors
California
$378K
HCA
2520
Heck Capital Advisors
Wisconsin
$378K
CTI
2521
Community Trust & Investment
Kentucky
$377K
HA
2522
HC Advisors
Georgia
$377K
SIA
2523
SGL Investment Advisors
Montana
$377K
TWM
2524
TriaGen Wealth Management
California
$377K
CWIG
2525
Chung Wu Investment Group
Texas
$376K