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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
EHWM
2951
Eads & Heald Wealth Management
Georgia
$223K
WA
2952
WP Advisors
California
$222K
4A
2953
4Wealth Advisors
Illinois
$221K
CFA
2954
CWS Financial Advisors
Michigan
$220K
BWG
2955
Berry Wealth Group
Texas
$220K
CP
2956
Creekside Partners
California
$220K
PFC
2957
Phocas Financial Corp
California
$220K
PWP
2958
Prasad Wealth Partners
Ohio
$219K
VIPI
2959
Vista Investment Partners II
Indiana
$218K
ATFA
2960
All Terrain Financial Advisors
Minnesota
$218K
DI
2961
Disciplined Investments
Oklahoma
$217K
MPCG
2962
Matrix Private Capital Group
New York
$217K
WAM
2963
WFA Asset Management
Wisconsin
$217K
SWG
2964
Summit Wealth Group
Vermont
$217K
PAM
2965
PVG Asset Management
Colorado
$217K
CA
2966
Cannon Advisors
North Carolina
$217K
HC
2967
Hoese & Co
Minnesota
$216K
NMCM
2968
Nicholson Meyer Capital Management
Missouri
$216K
CAM
2969
Claret Asset Management
Quebec, Canada
$216K
PCP
2970
Panoramic Capital Partners
Oregon
$216K
PFA
2971
Plotkin Financial Advisors
Maryland
$215K
HWP
2972
Hibernia Wealth Partners
Louisiana
$215K
CFA
2973
Capstone Financial Advisors
Illinois
$215K
RDFA
2974
Ritter Daniher Financial Advisory
Ohio
$214K
FCMT
2975
Founders Capital Management (Texas)
Texas
$213K