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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
AWM
2576
Ameliora Wealth Management
Switzerland
$353K
TCA
2577
Trifecta Capital Advisors
Illinois
$352K
PCML
2578
Payne Capital Management, LLC
New York
$351K
VC
2579
Veery Capital
Delaware
$351K
AFA
2580
Alpha Financial Advisors
North Carolina
$351K
PWA
2581
Physician Wealth Advisors
Utah
$351K
A
2582
Argentarii
Ohio
$350K
HWA
2583
Heartwood Wealth Advisors
Virginia
$350K
CPC
2584
Consolidated Planning Corp
Georgia
$349K
FC
2585
Fairscale Capital
New Hampshire
$348K
BW
2586
BostonPremier Wealth
Massachusetts
$348K
FP
2587
Financial Perspectives
Minnesota
$348K
HFAS
2588
Hummer Financial Advisory Services
Illinois
$348K
RMC
2589
Ring Mountain Capital
California
$347K
PI
2590
Pettee Investors
Connecticut
$346K
BWM
2591
BNC Wealth Management
Oregon
$345K
GWS
2592
Greykasell Wealth Strategies
California
$345K
CCMIC
2593
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$344K
FCG
2594
Fielder Capital Group
Tennessee
$343K
NAMNJ
2595
NorthStar Asset Management (New Jersey)
New Jersey
$343K
4WM
2596
49 Wealth Management
Texas
$342K
SL
2597
Sentry LLC
Tennessee
$342K
RRA
2598
Round Rock Advisors
Connecticut
$341K
NPFS
2599
Novak & Powell Financial Services
Florida
$340K
WFS
2600
Widmann Financial Services
Maryland
$340K