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Bank of America

3,272 hedge funds and large institutions have $260B invested in Bank of America in 2025 Q2 according to their latest regulatory filings, with 275 funds opening new positions, 1,362 increasing their positions, 1,292 reducing their positions, and 129 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:

1.42% more ownership

Funds ownership: 71.5%72.93% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 1,362 | Existing positions reduced: 1,292

36% less call options, than puts

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

Holders
3,272
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
BA
2826
Ballast Advisors
Minnesota
$260K
FGG
2827
Financial Guidance Group
Florida
$260K
LTAS
2828
Linden Thomas Advisory Services
North Carolina
$260K
RLIM
2829
Red Lighthouse Investment Management
New York
$259K
AWA
2830
Aletheian Wealth Advisors
Washington
$259K
JTWM
2831
Jackson Thornton Wealth Management
Alabama
$258K
RC
2832
Rahlfs Capital
Texas
$258K
GWA
2833
Gibson Wealth Advisors
Texas
$258K
BIA
2834
Barry Investment Advisors
Massachusetts
$258K
AWM
2835
Abound Wealth Management
Tennessee
$257K
SIAG
2836
Signet Investment Advisory Group
Rhode Island
$257K
CCM
2837
Condor Capital Management
New Jersey
$257K
DTC
2838
Davidson Trust Company
Washington
$256K
JSC
2839
Jackson Square Capital
California
$255K
LI
2840
Latash Investments
Alaska
$255K
CFSG
2841
Clark Financial Services Group
Missouri
$255K
USWIA
2842
UP Strategic Wealth Investment Advisors
Pennsylvania
$254K
WTA
2843
Washington Trust Advisors
Massachusetts
$254K
AIM
2844
Allen Investment Management
New York
$254K
IGGA
2845
Iron Gate Global Advisors
Utah
$254K
MF
2846
Meridian Financial
Massachusetts
$253K
JHP
2847
James Hambro & Partners
United Kingdom
$253K
NIM
2848
Nexus Investment Management
Ontario, Canada
$253K
CBT
2849
Central Bank & Trust
Kentucky
$253K
VBFG
2850
Vishria Bird Financial Group
Tennessee
$251K