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Bank of America

3,254 hedge funds and large institutions have $259B invested in Bank of America in 2025 Q2 according to their latest regulatory filings, with 270 funds opening new positions, 1,358 increasing their positions, 1,283 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,254
Holders Change
+85
Holders Change %
+2.68%
% of All Funds
43.62%
Holding in Top 10
127
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.59%
% of All Funds
1.7%
New
270
Increased
1,358
Reduced
1,283
Closed
130
Calls
$5B
Puts
$7.81B
Net Calls
-$2.81B
Net Calls Change
-$742M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
2651
Clarity Wealth Advisors
California
$315K -$39.6K -836 -11%
MPCL
2652
My Personal CFO LLC
Washington
$314K -$8.33K -176 -3%
NWM
2653
Northcape Wealth Management
New York
$313K -$7.1K -150 -2%
HFS
2654
Heritage Financial Services
Massachusetts
$313K -$34.3K -724 -10%
SGK
2655
Steigerwald Gordon & Koch
Virginia
$313K +$47 +1 +0%
KCAM
2656
Kagan Cocozza Asset Management
New Jersey
$313K +$3.6K +76 +1%
OHWA
2657
Oak Hill Wealth Advisors
Virginia
$312K +$14.1K +300 +5%
GL
2658
Gerber LLC
Ohio
$311K +$3.31K +70 +1%
HAIM
2659
Hunter Associates Investment Management
Pennsylvania
$311K +$2.41K +51 +0.8%
SCA
2660
Scott Capital Advisors
Oregon
$310K +$46.9K +1,002 +18%
BSB
2661
Bangor Savings Bank
Maine
$310K -$16.1K -341 -5%
FAM
2662
Fred Alger Management
New York
$309K -$4.17M -88,084 -93%
AAIM
2663
Asset Advisors Investment Management
Georgia
$309K -$95 -2 -0%
LIA
2664
Lynx Investment Advisory
District of Columbia
$309K +$1.99K +42 +0.6%
GKIM
2665
GW&K Investment Management
Massachusetts
$309K +$66.4K +1,401 +27%
PPWM
2666
Paragon Private Wealth Management
Kentucky
$309K +$31.5K +665 +11%
WIM
2667
Waverton Investment Management
United Kingdom
$309K
EPW
2668
Endeavor Private Wealth
Kansas
$308K -$152K -3,208 -33%
OPWM
2669
Oxinas Partners Wealth Management
Indiana
$308K
PWMG
2670
Private Wealth Management Group
New Jersey
$307K -$804 -17 -0.3%
SCM
2671
Sunbeam Capital Management
Georgia
$306K +$20.8K +439 +7%
TFA
2672
Tranquilli Financial Advisor
New Jersey
$306K -$4.87K -103 -2%
MFS
2673
Madrona Financial Services
Washington
$306K +$38.9K +822 +15%
CC
2674
Citrine Capital
California
$306K -$37.3K -788 -11%
WFA
2675
WMG Financial Advisors
Tennessee
$306K +$4.07K +86 +1%