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Bank of America

3,272 hedge funds and large institutions have $260B invested in Bank of America in 2025 Q2 according to their latest regulatory filings, with 275 funds opening new positions, 1,362 increasing their positions, 1,292 reducing their positions, and 129 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:

1.42% more ownership

Funds ownership: 71.5%72.93% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 1,362 | Existing positions reduced: 1,292

36% less call options, than puts

Call options by funds: $5B | Put options by funds: $7.81B

Holders
3,272
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
GKIM
2676
GW&K Investment Management
Massachusetts
$309K
PPWM
2677
Paragon Private Wealth Management
Kentucky
$309K
WIM
2678
Waverton Investment Management
United Kingdom
$309K
EPW
2679
Endeavor Private Wealth
Kansas
$308K
OPWM
2680
Oxinas Partners Wealth Management
Indiana
$308K
PWMG
2681
Private Wealth Management Group
New Jersey
$307K
SCM
2682
Sunbeam Capital Management
Georgia
$306K
TFA
2683
Tranquilli Financial Advisor
New Jersey
$306K
MFS
2684
Madrona Financial Services
Washington
$306K
CC
2685
Citrine Capital
California
$306K
WFA
2686
WMG Financial Advisors
Tennessee
$306K
LCM
2687
Logan Capital Management
Pennsylvania
$305K
1WM
2688
1858 Wealth Management
Ohio
$304K
VAMG
2689
Voisard Asset Management Group
Michigan
$304K
MTWM
2690
Masso Torrence Wealth Management
New Jersey
$304K
MFA
2691
Morling Financial Advisors
California
$304K
FFG
2692
Fortress Financial Group
Minnesota
$303K
PWMG
2693
Pinnacle Wealth Management Group
Michigan
$303K
RFW
2694
Rainier Family Wealth
Washington
$303K
MC
2695
Miramar Capital
Illinois
$302K
DC
2696
Diametric Capital
Massachusetts
$302K
WTFG
2697
Wells Trecaso Financial Group
Ohio
$302K
SFC
2698
Strategic Financial Concepts
Texas
$301K
RWM
2699
Revisor Wealth Management
Ohio
$301K
DWMS
2700
Dominguez Wealth Management Solutions
Virginia
$300K