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Bank of America

3,169 hedge funds and large institutions have $227B invested in Bank of America in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 1,286 increasing their positions, 1,357 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-61
Holders Change %
-1.89%
% of All Funds
43.05%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
1.47%
New
166
Increased
1,286
Reduced
1,357
Closed
169
Calls
$4.26B
Puts
$6.33B
Net Calls
-$2.07B
Net Calls Change
+$1.24B
Name Holding Trade Value Shares
Change
Shares
Change %
GPA
2576
Guerra Pan Advisors
New Jersey
$309K
MWM
2577
Maltin Wealth Management
New Jersey
$308K +$1.67K +40 +0.5%
DOA
2578
D'Orazio & Associates
Virginia
$307K +$24.6K +589 +9%
RPGK
2579
Retirement Planning Group (Kansas)
Kansas
$307K -$16.1K -386 -5%
AFA
2580
Alpha Financial Advisors
North Carolina
$306K +$83.3K +1,996 +37%
BW
2581
BostonPremier Wealth
Massachusetts
$306K +$22.5K +540 +8%
HFS
2582
Heritage Financial Services
Massachusetts
$306K +$1.17K +28 +0.4%
WCFA
2583
Walkner Condon Financial Advisors
Wisconsin
$306K +$22.4K +536 +8%
FP
2584
Financial Perspectives
Minnesota
$306K -$53K -1,269 -15%
TC
2585
Trilogy Capital
California
$306K -$42.4K -1,015 -12%
T
2586
TOBAM
France
$306K -$497K -11,895 -62%
SAM
2587
Strategy Asset Managers
California
$306K -$9.89K -237 -3%
PI
2588
Pettee Investors
Connecticut
$306K -$10.4K -250 -3%
SG
2589
Sharper & Granite
California
$305K
GPWM
2590
Grant Private Wealth Management
California
$305K -$2.34K -56 -0.8%
SA
2591
Sovran Advisors
California
$305K +$83K +2,218 +37%
BWM
2592
BlackDiamond Wealth Management
New York
$305K +$18.6K +446 +7%
TBWA
2593
Three Bridge Wealth Advisors
California
$305K
GWS
2594
Greykasell Wealth Strategies
California
$304K
CWM
2595
Centric Wealth Management
Illinois
$303K -$6.55K -157 -2%
RFP
2596
Root Financial Partners
California
$303K -$16.1K -385 -5%
CC
2597
Citrine Capital
California
$303K -$2.38K -57 -0.8%
SL
2598
Sentry LLC
Tennessee
$302K
CICC
2599
Capital Investment Counsel (Colorado)
Colorado
$302K +$14.7K +353 +5%
LAM
2600
Lewis Asset Management
California
$302K +$96.5K +2,313 +47%