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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 %
HCP
2726
Hamilton Capital Partners
Georgia
$287K +$1.56K +33 +0.5%
GSWA
2727
Good Steward Wealth Advisors
Tennessee
$287K +$2.65K +56 +0.9%
CWM
2728
CCG Wealth Management
California
$287K +$287K +6,055 New
OPCM
2729
Osborne Partners Capital Management
California
$286K -$118K -2,489 -29%
MCIA
2730
Mountain Capital Investment Advisors
Colorado
$286K +$337 +7 +0.1%
SIC
2731
SJS Investment Consulting
Ohio
$286K -$3.6K -76 -1%
CNWM
2732
Clay Northam Wealth Management
California
$285K +$946 +20 +0.3%
MWM
2733
MinichMacGregor Wealth Management
New York
$285K -$6.77K -143 -2%
CIAS
2734
CBIZ Investment Advisory Services
Ohio
$285K -$117K -2,481 -29%
SL
2735
Sentinus LLC
Illinois
$285K +$52.3K +1,105 +22%
SFO
2736
Stokes Family Office
Louisiana
$285K +$6.53K +138 +2%
SIAP
2737
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$285K -$3.74K -79 -1%
CA
2738
CWC Advisors
Oregon
$284K
LWP
2739
LeClair Wealth Partners
Ohio
$284K -$5.73K -121 -2%
BA
2740
Bristlecone Advisors
Washington
$284K -$30.6K -647 -10%
WH
2741
Willner & Heller
California
$284K +$19.3K +407 +7%
FAN
2742
Financial Advisors Network
California
$284K +$34.9K +738 +14%
HPIA
2743
Hamilton Point Investment Advisors
North Carolina
$283K
VBFP
2744
Valtinson Bruner Financial Planning
Minnesota
$283K +$14.2K +300 +5%
DWA
2745
Douglass Winthrop Advisors
New York
$283K
VDI
2746
Vaughan David Investments
Illinois
$282K -$144K -3,048 -34%
AIM
2747
AHL Investment Management
Florida
$282K
EWM
2748
Evolution Wealth Management
Florida
$281K +$281K +5,934 New
RIM
2749
Redwood Investment Management
Arizona
$280K -$240K -5,073 -46%
PCM
2750
Passive Capital Management
Maryland
$280K