BAC icon

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 %
PIMG
2901
Patriot Investment Management Group
Tennessee
$234K +$234K +4,939 New
CFFP
2902
Center for Financial Planning
Michigan
$234K +$4.73K +100 +2%
WF
2903
WinCap Financial
Massachusetts
$234K +$234K +4,938 New
CWM
2904
Crowley Wealth Management
Delaware
$234K +$284 +6 +0.1%
CCM
2905
Collar Capital Management
Wisconsin
$233K
RFG
2906
REAP Financial Group
Texas
$233K +$78.4K +1,657 +51%
WC
2907
Weil Company
California
$232K +$1.37K +29 +0.6%
MAM
2908
Marotta Asset Management
Virginia
$232K -$10.8K -228 -4%
AWA
2909
AmeriServ Wealth Advisors
Pennsylvania
$232K
CIS
2910
Custom Index Systems
New York
$231K +$231K +4,888 New
FH
2911
Financial Harvest
Florida
$231K +$231K +4,887 New
1CM
2912
1492 Capital Management
Wisconsin
$231K -$2.98K -63 -1%
WP
2913
Wealthspan Partners
Iowa
$231K
TRIA
2914
Trail Ridge Investment Advisors
Colorado
$231K -$6.85K -145 -3%
BMWM
2915
Brown Miller Wealth Management
Virginia
$229K +$229K +4,836 New
FFM
2916
Flagstone Financial Management
Nebraska
$229K
EA
2917
Eclectic Associates
California
$229K
NWMG
2918
Nicholson Wealth Management Group
South Carolina
$229K +$229K +4,832 New
EWA
2919
Encompass Wealth Advisors
Oregon
$228K -$662 -14 -0.3%
HDIM
2920
Hanson & Doremus Investment Management
Vermont
$228K
SWA
2921
Sightline Wealth Advisors
Connecticut
$228K +$228K +4,808 New
PWM
2922
Pines Wealth Management
North Carolina
$227K +$227K +4,649 New
BWP
2923
BSW Wealth Partners
Colorado
$227K +$227K +4,804 New
BIA
2924
BHK Investment Advisors
Alabama
$227K -$1.37K -29 -0.6%
BFA
2925
Bill Few Associates
Pennsylvania
$227K +$227K +4,791 New