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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
43.63%
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 %
WAM
2951
WFA Asset Management
Wisconsin
$217K -$39K -980 -15%
SWG
2952
Summit Wealth Group
Vermont
$217K +$217K +4,583 New
PAM
2953
PVG Asset Management
Colorado
$217K +$217K +4,580 New
CA
2954
Cannon Advisors
North Carolina
$217K +$217K +4,576 New
HC
2955
Hoese & Co
Minnesota
$216K +$3.31K +70 +2%
NMCM
2956
Nicholson Meyer Capital Management
Missouri
$216K +$216K +4,567 New
CAM
2957
Claret Asset Management
Quebec, Canada
$216K +$216K +4,572 New
PCP
2958
Panoramic Capital Partners
Oregon
$216K +$216K +4,414 New
PFA
2959
Plotkin Financial Advisors
Maryland
$215K +$215K +4,550 New
HWP
2960
Hibernia Wealth Partners
Louisiana
$215K +$215K +4,548 New
CFA
2961
Capstone Financial Advisors
Illinois
$215K +$215K +4,547 New
RDFA
2962
Ritter Daniher Financial Advisory
Ohio
$214K
FCMT
2963
Founders Capital Management (Texas)
Texas
$213K -$20.8K -440 -9%
RCA
2964
Riverview Capital Advisers
Massachusetts
$213K -$147K -3,100 -41%
TPWA
2965
Twin Peaks Wealth Advisors
California
$213K +$213K +4,480 New
NC
2966
NewSquare Capital
Pennsylvania
$212K +$89.2K +1,884 +72%
FBB
2967
Fulton Breakefield Broenniman
Maryland
$212K +$212K +4,488 New
KWMG
2968
King Wealth Management Group
Florida
$212K +$212K +4,471 New
EIA
2969
Eastover Investment Advisors
North Carolina
$212K +$212K +4,470 New
OAS
2970
Optivise Advisory Services
Tennessee
$212K +$212K +4,470 New
MAG
2971
MRA Advisory Group
New Jersey
$211K +$211K +4,458 New
TCWM
2972
Total Clarity Wealth Management
Illinois
$211K +$211K +4,457 New
FNB
2973
Farmers National Bank
Kentucky
$211K +$211K +4,457 New
BMM
2974
Berkshire Money Management
Massachusetts
$211K +$211K +4,456 New
CTA
2975
Chesley Taft & Associates
Illinois
$211K +$211K +4,455 New