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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 %
OWA
2601
ORBA Wealth Advisors
Illinois
$334K +$334K +7,049 New
GS
2602
GWN Securities
Florida
$333K -$6.75M -142,205 -95%
PWS
2603
Proactive Wealth Strategies
Georgia
$333K +$31.6K +668 +10%
EIP
2604
Ellis Investment Partners
Pennsylvania
$333K -$8.66K -183 -3%
LWM
2605
LeConte Wealth Management
Tennessee
$332K +$332K +7,017 New
HCC
2606
Hirtle Callaghan & Co
Pennsylvania
$331K +$331K +7,005 New
CWM
2607
Centric Wealth Management
Illinois
$331K -$3.18K -69 -0.9%
LJCM
2608
Lee Johnson Capital Management
Texas
$331K
CICC
2609
Capital Investment Counsel (Colorado)
Colorado
$330K -$11.5K -244 -3%
CFG
2610
Carter Financial Group
Illinois
$330K +$330K +6,974 New
RWM
2611
RKL Wealth Management
Pennsylvania
$330K -$10.3K -218 -3%
FWP
2612
Forefront Wealth Partners
Texas
$330K -$18.4K -418 -5%
BWA
2613
Burt Wealth Advisors
Maryland
$330K +$47 +1 +0%
OFG
2614
Oxford Financial Group
Indiana
$330K -$53.2K -1,125 -14%
ACM
2615
AlphaStar Capital Management
North Carolina
$329K +$329K +6,947 New
4WM
2616
44 Wealth Management
Oregon
$328K +$328K +6,932 New
MSWMA
2617
Market Street Wealth Management Advisors
Indiana
$328K +$43.3K +914 +15%
FBC
2618
Fairfield, Bush & Co
Connecticut
$327K +$1.66K +35 +0.5%
CWG
2619
Crown Wealth Group
North Carolina
$327K +$39.7K +840 +14%
MHWM
2620
Montz Harcus Wealth Management
Louisiana
$326K -$3.64K -77 -1%
WWM
2621
Wolff Wiese Magana
California
$326K -$1.42K -30 -0.4%
TCB
2622
Texas Capital Bancshares
Texas
$325K -$1.28K -27 -0.4%
OHIS
2623
Oak Harvest Investment Services
Texas
$325K -$4.64K -98 -1%
1CP
2624
17 Capital Partners
Arizona
$324K +$75.2K +1,590 +30%
RFS
2625
Richardson Financial Services
Massachusetts
$324K -$3.17K -66 -1%