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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 %
KFS
2976
Kaizen Financial Strategies
California
$211K +$211K +4,453 New
MPM
2977
Meritage Portfolio Management
Kansas
$211K +$211K +4,453 New
SAMC
2978
Spectrum Asset Management (California)
California
$211K +$211K +4,451 New
HA
2979
Hofer & Associates
California
$210K +$210K +4,448 New
CWA
2980
CogentBlue Wealth Advisors
Tennessee
$210K +$210K +4,446 New
AIA
2981
Accelerate Investment Advisors
California
$210K -$57.8K -1,221 -22%
LFASL
2982
Lugano Financial Advisors SA (LFA)
Switzerland
$209K +$57.4K +1,214 +38%
FDDB
2983
Fidelity D&D Bancorp
Pennsylvania
$209K +$209K +4,424 New
FA
2984
Financial Alternatives
California
$209K +$209K +4,415 New
TPWM
2985
Twelve Points Wealth Management
Massachusetts
$209K -$23.7K -500 -10%
TWM
2986
Tripletail Wealth Management
Florida
$208K +$208K +4,513 New
HAS
2987
Holland Advisory Services
Florida
$208K +$208K +4,396 New
CPC
2988
Congress Park Capital
New York
$208K +$208K +4,395 New
DOA
2989
D'Orazio & Associates
Virginia
$208K -$141K -2,971 -40%
IA
2990
Intellus Advisors
Florida
$208K +$208K +4,390 New
EFL
2991
ERn Financial LLC
Wisconsin
$208K -$817K -17,276 -80%
RFA
2992
RTD Financial Advisors
Pennsylvania
$207K +$207K +4,380 New
TFG
2993
Taylor Financial Group
Virginia
$206K +$206K +4,363 New
AWA
2994
Acorn Wealth Advisors
Michigan
$206K +$206K +4,360 New
SWGC
2995
Summit Wealth Group (Colorado)
Colorado
$205K +$205K +4,321 New
PWA
2996
Provenance Wealth Advisors
Florida
$204K -$9.23K -195 -4%
KA
2997
Kercheville Advisors
Texas
$204K +$204K +4,317 New
EI
2998
Ellevest Inc
New York
$204K +$204K +4,317 New
RWM
2999
Reston Wealth Management
Virginia
$204K +$204K +4,309 New
NSB
3000
Norway Savings Bank
Maine
$204K +$204K +4,308 New