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Bank of America

3,287 hedge funds and large institutions have $260B invested in Bank of America in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,364 increasing their positions, 1,302 reducing their positions, and 128 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:

1.29% more ownership

Funds ownership: 71.52%72.82% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 1,364 | Existing positions reduced: 1,302

36% less call options, than puts

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

Holders
3,287
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
MFA
2701
Morling Financial Advisors
California
$304K
FFG
2702
Fortress Financial Group
Minnesota
$303K
PWMG
2703
Pinnacle Wealth Management Group
Michigan
$303K
RFW
2704
Rainier Family Wealth
Washington
$303K
MC
2705
Miramar Capital
Illinois
$302K
DC
2706
Diametric Capital
Massachusetts
$302K
WTFG
2707
Wells Trecaso Financial Group
Ohio
$302K
SFC
2708
Strategic Financial Concepts
Texas
$301K
RWM
2709
Revisor Wealth Management
Ohio
$301K
DWMS
2710
Dominguez Wealth Management Solutions
Virginia
$300K
FM
2711
Family Management
New York
$299K
MLFP
2712
MPS Loria Financial Planners
Illinois
$298K
EAMA
2713
EFG Asset Management (Americas)
Florida
$298K
PAW
2714
Plan A Wealth
Nebraska
$298K
CWP
2715
Curated Wealth Partners
California
$297K
JGIA
2716
Jackson Grant Investment Advisers
Connecticut
$297K
CCWM
2717
Correct Capital Wealth Management
Missouri
$297K
SHWM
2718
Smith & Howard Wealth Management
Georgia
$296K
SCA
2719
Sandy Cove Advisors
Massachusetts
$296K
TPW
2720
TL Private Wealth
Texas
$296K
GAA
2721
Global Assets Advisory
Florida
$295K
PAS
2722
Professional Advisory Services
Florida
$295K
LGG
2723
Luts & Greenleigh Group
Maryland
$294K
AI
2724
AXS Investments
New York
$294K
CA
2725
Capital Advantage
California
$293K