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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
PWAM
2876
Pinnacle West Asset Management
Wyoming
$247K
IPW
2877
Intergy Private Wealth
Colorado
$247K
HA
2878
HFG Advisors
Ohio
$247K
QCIG
2879
Quad-Cities Investment Group
Iowa
$247K
MMG
2880
Monetary Management Group
Missouri
$246K
SWA
2881
Strategies Wealth Advisors
Michigan
$245K
DCM
2882
Donaldson Capital Management
Indiana
$245K
SPWG
2883
Syntegra Private Wealth Group
Missouri
$245K
BWM
2884
BKM Wealth Management
Wisconsin
$245K
GA
2885
GSG Advisors
New Jersey
$244K
TWM
2886
Trueblood Wealth Management
Ohio
$244K
PWP
2887
Parkwoods Wealth Partners
New York
$244K
MWM
2888
Maripau Wealth Management
Indiana
$244K
SFG
2889
Stonebridge Financial Group
Pennsylvania
$244K
MCM
2890
Monument Capital Management
Virginia
$243K
EA
2891
Ellsworth Advisors
Ohio
$243K
JWS
2892
Juncture Wealth Strategies
Arizona
$243K
WAS
2893
Wealth Advisory Solutions
Indiana
$243K
WMN
2894
Wealth Management Nebraska
Nebraska
$243K
TBWA
2895
Three Bridge Wealth Advisors
California
$242K
SFC
2896
Swisher Financial Concepts
Ohio
$242K
BBPWM
2897
Blue Bell Private Wealth Management
Pennsylvania
$242K
CPIA
2898
Cornell Pochily Investment Advisors
New York
$242K
HDA
2899
Harold Davidson & Associates
California
$242K
ACL
2900
Applied Capital LLC
Florida
$242K