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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 %
IRAG
2926
Investment Research & Advisory Group
Georgia
$227K +$663 +14 +0.3%
DAL
2927
Delta Accumulation LLC
California
$226K +$1.23K +31 +0.5%
KPWG
2928
KFA Private Wealth Group
Virginia
$226K +$226K +4,777 New
CAM
2929
Campion Asset Management
Virginia
$226K -$26.5K -559 -10%
CIG
2930
Cairn Investment Group
Washington
$226K +$226K +4,768 New
IWM
2931
IMG Wealth Management
Florida
$226K +$128K +2,707 +131%
HIF
2932
Hill Island Financial
Michigan
$226K +$226K +4,773 New
CIG
2933
Cascade Investment Group
Colorado
$226K +$226K +4,767 New
KFS
2934
Kelly Financial Services
Massachusetts
$225K +$225K +4,753 New
GSIS
2935
Global Strategic Investment Solutions
Arizona
$225K +$225K +4,753 New
NG
2936
Northstar Group
New York
$225K +$225K +4,745 New
SWMP
2937
Signature Wealth Management Partners
New Jersey
$224K -$27.2K -575 -11%
OR
2938
Olympiad Research
Connecticut
$224K -$278K -5,881 -55%
EHWM
2939
Eads & Heald Wealth Management
Georgia
$223K +$223K +4,707 New
WA
2940
WP Advisors
California
$222K +$222K +4,697 New
4A
2941
4Wealth Advisors
Illinois
$221K -$28.9K -611 -12%
CFA
2942
CWS Financial Advisors
Michigan
$220K +$220K +4,657 New
BWG
2943
Berry Wealth Group
Texas
$220K +$220K +4,651 New
CP
2944
Creekside Partners
California
$220K +$220K +4,647 New
PFC
2945
Phocas Financial Corp
California
$220K +$220K +4,640 New
PWP
2946
Prasad Wealth Partners
Ohio
$219K +$219K +4,625 New
VIPI
2947
Vista Investment Partners II
Indiana
$218K +$218K +4,605 New
ATFA
2948
All Terrain Financial Advisors
Minnesota
$218K +$218K +4,600 New
DI
2949
Disciplined Investments
Oklahoma
$217K +$217K +4,592 New
MPCG
2950
Matrix Private Capital Group
New York
$217K -$52.3K -1,106 -19%