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Bank of America

3,169 hedge funds and large institutions have $227B invested in Bank of America in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 1,286 increasing their positions, 1,357 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-61
Holders Change %
-1.89%
% of All Funds
43.05%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
1.47%
New
166
Increased
1,286
Reduced
1,357
Closed
169
Calls
$4.26B
Puts
$6.33B
Net Calls
-$2.07B
Net Calls Change
+$1.24B
Name Holding Trade Value Shares
Change
Shares
Change %
TFO
2776
Tarbox Family Office
California
$239K
WA
2777
WPG Advisers
Maryland
$239K +$2.96K +71 +1%
AWA
2778
Aletheian Wealth Advisors
Washington
$238K -$5.55K -133 -2%
MPCG
2779
Matrix Private Capital Group
New York
$238K -$27.1K -649 -10%
VBFP
2780
Valtinson Bruner Financial Planning
Minnesota
$237K -$9.01K -216 -4%
CF
2781
Convergence Financial
Missouri
$237K -$6.8K -163 -3%
NC
2782
North Capital
Utah
$237K +$237K +5,671 New
FWA
2783
FSM Wealth Advisors
Ohio
$236K +$1.42K +34 +0.6%
LC
2784
Lincoln Capital
Nebraska
$236K -$958 -25 -0.4%
AIA
2785
Accelerate Investment Advisors
California
$236K +$236K +5,651 New
SWM
2786
Shelton Wealth Management
Texas
$236K +$125 +3 +0.1%
MFS
2787
Madrona Financial Services
Washington
$236K -$8.43K -202 -3%
NFSG
2788
Newbridge Financial Services Group
Florida
$235K -$72.8K -1,745 -24%
MCIA
2789
Mountain Capital Investment Advisors
Colorado
$235K +$16.5K +418 +8%
SWMG
2790
Sard Wealth Management Group
Georgia
$235K +$22.1K +530 +10%
KWA
2791
Kondo Wealth Advisors
California
$235K +$3.21K +77 +1%
BI
2792
Binnacle Investments
Iowa
$234K +$234K +5,619 New
SCA
2793
Scott Capital Advisors
Oregon
$234K -$10.8K -259 -4%
HA
2794
Helium Advisors
Washington
$234K -$32.8K -786 -12%
KRW
2795
Kaufman Rossin Wealth
Florida
$234K +$39.4K +945 +20%
CPA
2796
Cardiff Park Advisors
California
$234K +$751 +18 +0.3%
SR
2797
Syntax Research
Florida
$233K +$334 +8 +0.1%
WAM
2798
Werlinich Asset Management
Connecticut
$233K
WH
2799
Willner & Heller
California
$233K +$1.46K +35 +0.6%
LC
2800
Lavaca Capital
Texas
$233K