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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
FM
2701
Family Management
New York
$299K
MLFP
2702
MPS Loria Financial Planners
Illinois
$298K
EAMA
2703
EFG Asset Management (Americas)
Florida
$298K
CWP
2704
Curated Wealth Partners
California
$297K
JGIA
2705
Jackson Grant Investment Advisers
Connecticut
$297K
CCWM
2706
Correct Capital Wealth Management
Missouri
$297K
SHWM
2707
Smith & Howard Wealth Management
Georgia
$296K
SCA
2708
Sandy Cove Advisors
Massachusetts
$296K
TPW
2709
TL Private Wealth
Texas
$296K
GAA
2710
Global Assets Advisory
Florida
$295K
PAS
2711
Professional Advisory Services
Florida
$295K
LGG
2712
Luts & Greenleigh Group
Maryland
$294K
AI
2713
AXS Investments
New York
$294K
CA
2714
Capital Advantage
California
$293K
ECM
2715
Elgethun Capital Management
South Dakota
$293K
GPA
2716
Guerra Pan Advisors
New Jersey
$292K
TWM
2717
Topsail Wealth Management
North Carolina
$292K
BOSSRA
2718
B.O.S.S. Retirement Advisors
Utah
$292K
GA
2719
Goldstein Advisors
Wisconsin
$291K
LC
2720
Lincoln Capital
Nebraska
$291K
RCWM
2721
Royal Capital Wealth Management
Indiana
$291K
CWP
2722
Core Wealth Partners
California
$291K
PIA
2723
Powell Investment Advisors
Florida
$290K
FB
2724
First Bancorp
Maine
$290K
MTIC
2725
Missouri Trust & Investment Company
Missouri
$290K