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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 %
IIM
2776
Ironwood Investment Management
Massachusetts
$271K -$899 -19 -0.3%
GB
2777
Goepper Burkhardt
South Carolina
$271K +$22.2K +469 +9%
TFO
2778
Tarbox Family Office
California
$271K
MWA
2779
Motive Wealth Advisors
Michigan
$270K +$41.1K +868 +18%
HP
2780
Holistic Planning
Texas
$269K +$269K +5,675 New
HA
2781
Helium Advisors
Washington
$269K +$2.89K +61 +1%
NC
2782
North Capital
Utah
$268K
SWM
2783
Shelton Wealth Management
Texas
$268K +$142 +3 +0.1%
FUBT
2784
First United Bank & Trust
Maryland
$267K +$16.3K +345 +7%
BZWA
2785
Blue Zone Wealth Advisors
California
$267K +$29.7K +628 +13%
EWM
2786
EPG Wealth Management
Georgia
$267K -$59K -1,246 -18%
SWMG
2787
Sard Wealth Management Group
Georgia
$266K -$331 -7 -0.1%
CPA
2788
Cardiff Park Advisors
California
$266K +$757 +16 +0.3%
OWP
2789
Obermeyer Wealth Partners
Colorado
$266K +$3.41K +72 +1%
MFG
2790
Midwest Financial Group
Kansas
$265K +$4.78K +101 +2%
SR
2791
Syntax Research
Florida
$265K +$331 +7 +0.1%
CM
2792
Capula Management
Cayman Islands
$265K -$457K -9,653 -63%
KWA
2793
Kondo Wealth Advisors
California
$264K -$6.4K -133 -2%
LAM
2794
Lifestyle Asset Management
Texas
$264K +$22.9K +483 +9%
PMFA
2795
Plante Moran Financial Advisors
Michigan
$264K -$47.5K -1,003 -15%
YIM
2796
Yoffe Investment Management
Pennsylvania
$264K
MWS
2797
MFA Wealth Services
California
$263K +$9.56K +202 +4%
CCS
2798
Concentric Capital Strategies
Connecticut
$263K +$263K +5,567 New
CFGA
2799
Cambridge Financial Group (Arizona)
Arizona
$263K
SCA
2800
St. Clair Advisors
Ohio
$263K