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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
SFG
2876
Stonebridge Financial Group
Pennsylvania
$244K
MCM
2877
Monument Capital Management
Virginia
$243K
EA
2878
Ellsworth Advisors
Ohio
$243K
JWS
2879
Juncture Wealth Strategies
Arizona
$243K
WAS
2880
Wealth Advisory Solutions
Indiana
$243K
WMN
2881
Wealth Management Nebraska
Nebraska
$243K
TBWA
2882
Three Bridge Wealth Advisors
California
$242K
SFC
2883
Swisher Financial Concepts
Ohio
$242K
BBPWM
2884
Blue Bell Private Wealth Management
Pennsylvania
$242K
CPIA
2885
Cornell Pochily Investment Advisors
New York
$242K
HDA
2886
Harold Davidson & Associates
California
$242K
ACL
2887
Applied Capital LLC
Florida
$242K
FWTB
2888
First Western Trust Bank
Colorado
$241K
PHAM
2889
Palisades Hudson Asset Management
Florida
$241K
LSIA
2890
LaSalle St. Investment Advisors
Illinois
$240K
DBIA
2891
Dumont & Blake Investment Advisors
New Jersey
$240K
PPC
2892
Pennington Partners & Co
Maryland
$240K
NPF
2893
Norris Perne & French
Michigan
$240K
RWA
2894
Rooted Wealth Advisors
Illinois
$240K
MHC
2895
Meyer Handelman Company
New York
$240K
GEA
2896
Glen Eagle Advisors
New Jersey
$240K
API
2897
Asset Planning Inc
California
$239K
VBWMG
2898
Von Berge Wealth Management Group
California
$239K
BOC
2899
Bull Oak Capital
California
$238K
WS
2900
Wela Strategies
Georgia
$238K