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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 %
S4W
2851
Solutions 4 Wealth
Texas
$247K +$284 +6 +0.1%
PWAM
2852
Pinnacle West Asset Management
Wyoming
$247K +$247K +5,225 New
IPW
2853
Intergy Private Wealth
Colorado
$247K -$2.93K -62 -1%
HA
2854
HFG Advisors
Ohio
$247K +$247K +5,213 New
QCIG
2855
Quad-Cities Investment Group
Iowa
$247K -$8.23K -174 -3%
MMG
2856
Monetary Management Group
Missouri
$246K
SWA
2857
Strategies Wealth Advisors
Michigan
$245K +$804 +17 +0.3%
DCM
2858
Donaldson Capital Management
Indiana
$245K -$36.1K -763 -13%
SPWG
2859
Syntegra Private Wealth Group
Missouri
$245K -$26.7K -565 -10%
BWM
2860
BKM Wealth Management
Wisconsin
$245K +$13.9K +294 +6%
GA
2861
GSG Advisors
New Jersey
$244K +$244K +5,163 New
TWM
2862
Trueblood Wealth Management
Ohio
$244K +$899 +19 +0.4%
PWP
2863
Parkwoods Wealth Partners
New York
$244K +$244K +5,149 New
MWM
2864
Maripau Wealth Management
Indiana
$244K +$244K +5,148 New
SFG
2865
Stonebridge Financial Group
Pennsylvania
$244K +$2.37K +50 +1%
MCM
2866
Monument Capital Management
Virginia
$243K -$60.3K -1,275 -20%
EA
2867
Ellsworth Advisors
Ohio
$243K -$2.15M -45,539 -90%
JWS
2868
Juncture Wealth Strategies
Arizona
$243K +$47 +1 +0%
WAS
2869
Wealth Advisory Solutions
Indiana
$243K +$10.1K +214 +4%
WMN
2870
Wealth Management Nebraska
Nebraska
$243K +$4.24K +90 +2%
TBWA
2871
Three Bridge Wealth Advisors
California
$242K -$103K -2,179 -30%
SFC
2872
Swisher Financial Concepts
Ohio
$242K +$242K +5,121 New
BBPWM
2873
Blue Bell Private Wealth Management
Pennsylvania
$242K -$8.8K -186 -4%
CPIA
2874
Cornell Pochily Investment Advisors
New York
$242K +$242K +5,115 New
HDA
2875
Harold Davidson & Associates
California
$242K -$138K -2,923 -36%