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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
MWA
2801
Motive Wealth Advisors
Michigan
$270K
HP
2802
Holistic Planning
Texas
$269K
HA
2803
Helium Advisors
Washington
$269K
NC
2804
North Capital
Utah
$268K
SWM
2805
Shelton Wealth Management
Texas
$268K
FUBT
2806
First United Bank & Trust
Maryland
$267K
BZWA
2807
Blue Zone Wealth Advisors
California
$267K
EWM
2808
EPG Wealth Management
Georgia
$267K
SWMG
2809
Sard Wealth Management Group
Georgia
$266K
CPA
2810
Cardiff Park Advisors
California
$266K
OWP
2811
Obermeyer Wealth Partners
Colorado
$266K
MFG
2812
Midwest Financial Group
Kansas
$265K
FSBI
2813
Fearless Solutions (Best Invest)
Texas
$265K
SR
2814
Syntax Research
Florida
$265K
CM
2815
Capula Management
Cayman Islands
$265K
KWA
2816
Kondo Wealth Advisors
California
$264K
LAM
2817
Lifestyle Asset Management
Texas
$264K
PMFA
2818
Plante Moran Financial Advisors
Michigan
$264K
YIM
2819
Yoffe Investment Management
Pennsylvania
$264K
MWS
2820
MFA Wealth Services
California
$263K
CCS
2821
Concentric Capital Strategies
Connecticut
$263K
CFGA
2822
Cambridge Financial Group (Arizona)
Arizona
$263K
SCA
2823
St. Clair Advisors
Ohio
$263K
SCM
2824
SKBA Capital Management
California
$263K
RFA
2825
Resurgent Financial Advisors
Georgia
$263K