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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 %
ACL
2876
Applied Capital LLC
Florida
$242K +$2.37K +50 +1%
FWTB
2877
First Western Trust Bank
Colorado
$241K -$6.96K -147 -3%
PHAM
2878
Palisades Hudson Asset Management
Florida
$241K
LSIA
2879
LaSalle St. Investment Advisors
Illinois
$240K -$10.1K -213 -4%
DBIA
2880
Dumont & Blake Investment Advisors
New Jersey
$240K -$2.98K -63 -1%
PPC
2881
Pennington Partners & Co
Maryland
$240K -$6.86K -145 -3%
NPF
2882
Norris Perne & French
Michigan
$240K +$804 +17 +0.3%
RWA
2883
Rooted Wealth Advisors
Illinois
$240K +$240K +5,131 New
MHC
2884
Meyer Handelman Company
New York
$240K
GEA
2885
Glen Eagle Advisors
New Jersey
$240K -$6.06K -128 -2%
API
2886
Asset Planning Inc
California
$239K +$1.04K +22 +0.4%
VBWMG
2887
Von Berge Wealth Management Group
California
$239K +$239K +4,993 New
BOC
2888
Bull Oak Capital
California
$238K -$2.18K -46 -0.9%
WS
2889
Wela Strategies
Georgia
$238K +$994 +21 +0.4%
FCB
2890
First County Bank
Connecticut
$237K -$44K -930 -16%
AWP
2891
Avid Wealth Partners
Texas
$237K +$237K +5,012 New
YWM
2892
Yukon Wealth Management
Kansas
$237K +$237K +5,006 New
HA
2893
Harfst & Associates
Wyoming
$237K
DGI
2894
Disciplined Growth Investors
Minnesota
$237K +$237K +5,000 New
BH
2895
Burk Holdings
Oklahoma
$237K -$52.8K -1,116 -18%
MWPCG
2896
Measured Wealth Private Client Group
New Hampshire
$236K +$236K +4,983 New
HIS
2897
Harvest Investment Services
Illinois
$236K +$236K +4,982 New
B
2898
Bensler
Washington
$235K -$23K -487 -9%
S
2899
Sachetta
Massachusetts
$235K -$20.7K -437 -8%
EE
2900
EWG Elevate
California
$234K +$234K +4,953 New