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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 %
IP
2551
Investment Partners
Ohio
$355K -$4.73K -100 -1%
CCM
2552
Chickasaw Capital Management
Tennessee
$355K
SIC
2553
Sterling Investment Counsel
New York
$354K -$22.4K -473 -6%
EMCIP
2554
Ewing Morris & Co Investment Partners
Ontario, Canada
$354K -$918K -19,400 -72%
CCAL
2555
City Center Advisors LLC
Michigan
$354K -$175K -3,689 -33%
WCG
2556
Weaver Consulting Group
California
$353K +$1.09K +23 +0.3%
AWM
2557
Ameliora Wealth Management
Switzerland
$353K -$20.6K -435 -6%
TCA
2558
Trifecta Capital Advisors
Illinois
$352K +$338K +7,151 +2,572%
VC
2559
Veery Capital
Delaware
$351K -$47K -993 -12%
AFA
2560
Alpha Financial Advisors
North Carolina
$351K +$3.45K +73 +1%
PWA
2561
Physician Wealth Advisors
Utah
$351K +$21.2K +448 +6%
A
2562
Argentarii
Ohio
$350K -$202K -4,267 -37%
HWA
2563
Heartwood Wealth Advisors
Virginia
$350K +$34.7K +733 +11%
CPC
2564
Consolidated Planning Corp
Georgia
$349K -$7.67K -162 -2%
FC
2565
Fairscale Capital
New Hampshire
$348K +$55.5K +1,174 +19%
BW
2566
BostonPremier Wealth
Massachusetts
$348K +$662 +14 +0.2%
FP
2567
Financial Perspectives
Minnesota
$348K +$615 +13 +0.2%
HFAS
2568
Hummer Financial Advisory Services
Illinois
$348K -$3.55K -75 -1%
RMC
2569
Ring Mountain Capital
California
$347K -$5.92K -125 -2%
PI
2570
Pettee Investors
Connecticut
$346K
BWM
2571
BNC Wealth Management
Oregon
$345K -$195K -4,130 -36%
GWS
2572
Greykasell Wealth Strategies
California
$345K
CCMIC
2573
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$344K -$7.34K -155 -2%
FCG
2574
Fielder Capital Group
Tennessee
$343K -$22.1K -466 -6%
NAMNJ
2575
NorthStar Asset Management (New Jersey)
New Jersey
$343K +$19.2K +405 +6%