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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 %
LCM
2676
Logan Capital Management
Pennsylvania
$305K -$47.3K -1,000 -13%
1WM
2677
1858 Wealth Management
Ohio
$304K +$13.7K +289 +5%
VAMG
2678
Voisard Asset Management Group
Michigan
$304K +$10.1K +213 +3%
MTWM
2679
Masso Torrence Wealth Management
New Jersey
$304K
MFA
2680
Morling Financial Advisors
California
$304K -$66.6K -1,407 -18%
FFG
2681
Fortress Financial Group
Minnesota
$303K +$10.6K +223 +4%
PWMG
2682
Pinnacle Wealth Management Group
Michigan
$303K +$303K +6,400 New
RFW
2683
Rainier Family Wealth
Washington
$303K +$11.3K +239 +4%
MC
2684
Miramar Capital
Illinois
$302K -$39.3K -830 -11%
DC
2685
Diametric Capital
Massachusetts
$302K +$302K +6,388 New
WTFG
2686
Wells Trecaso Financial Group
Ohio
$302K +$237 +5 +0.1%
SFC
2687
Strategic Financial Concepts
Texas
$301K +$301K +6,367 New
RWM
2688
Revisor Wealth Management
Ohio
$301K +$301K +6,403 New
DWMS
2689
Dominguez Wealth Management Solutions
Virginia
$300K +$4.73K +100 +2%
FM
2690
Family Management
New York
$299K +$299K +6,319 New
MLFP
2691
MPS Loria Financial Planners
Illinois
$298K +$1.28K +27 +0.4%
EAMA
2692
EFG Asset Management (Americas)
Florida
$298K +$60.7K +1,283 +26%
CWP
2693
Curated Wealth Partners
California
$297K -$1.21M -25,517 -80%
JGIA
2694
Jackson Grant Investment Advisers
Connecticut
$297K
CCWM
2695
Correct Capital Wealth Management
Missouri
$297K
SHWM
2696
Smith & Howard Wealth Management
Georgia
$296K -$77.6K -1,640 -21%
SCA
2697
Sandy Cove Advisors
Massachusetts
$296K -$6.34K -134 -2%
TPW
2698
TL Private Wealth
Texas
$296K
GAA
2699
Global Assets Advisory
Florida
$295K -$165K -3,420 -36%
PAS
2700
Professional Advisory Services
Florida
$295K