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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
CFFP
2926
Center for Financial Planning
Michigan
$234K
WF
2927
WinCap Financial
Massachusetts
$234K
CWM
2928
Crowley Wealth Management
Delaware
$234K
CCM
2929
Collar Capital Management
Wisconsin
$233K
RFG
2930
REAP Financial Group
Texas
$233K
MPIA
2931
Milestones Private Investment Advisors
New York
$233K
WC
2932
Weil Company
California
$232K
MAM
2933
Marotta Asset Management
Virginia
$232K
AWA
2934
AmeriServ Wealth Advisors
Pennsylvania
$232K
CIS
2935
Custom Index Systems
New York
$231K
FH
2936
Financial Harvest
Florida
$231K
1CM
2937
1492 Capital Management
Wisconsin
$231K
WP
2938
Wealthspan Partners
Iowa
$231K
TRIA
2939
Trail Ridge Investment Advisors
Colorado
$231K
MWM
2940
Manske Wealth Management
Texas
$229K
BMWM
2941
Brown Miller Wealth Management
Virginia
$229K
FFM
2942
Flagstone Financial Management
Nebraska
$229K
EA
2943
Eclectic Associates
California
$229K
NWMG
2944
Nicholson Wealth Management Group
South Carolina
$229K
EWA
2945
Encompass Wealth Advisors
Oregon
$228K
HDIM
2946
Hanson & Doremus Investment Management
Vermont
$228K
SWA
2947
Sightline Wealth Advisors
Connecticut
$228K
PWM
2948
Pines Wealth Management
North Carolina
$227K
BWP
2949
BSW Wealth Partners
Colorado
$227K
BIA
2950
BHK Investment Advisors
Alabama
$227K