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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
MPCG
2976
Matrix Private Capital Group
New York
$217K
WAM
2977
WFA Asset Management
Wisconsin
$217K
SWG
2978
Summit Wealth Group
Vermont
$217K
PAM
2979
PVG Asset Management
Colorado
$217K
CA
2980
Cannon Advisors
North Carolina
$217K
HC
2981
Hoese & Co
Minnesota
$216K
NMCM
2982
Nicholson Meyer Capital Management
Missouri
$216K
CAM
2983
Claret Asset Management
Quebec, Canada
$216K
PCP
2984
Panoramic Capital Partners
Oregon
$216K
PFA
2985
Plotkin Financial Advisors
Maryland
$215K
HWP
2986
Hibernia Wealth Partners
Louisiana
$215K
CFA
2987
Capstone Financial Advisors
Illinois
$215K
RDFA
2988
Ritter Daniher Financial Advisory
Ohio
$214K
FCMT
2989
Founders Capital Management (Texas)
Texas
$213K
RCA
2990
Riverview Capital Advisers
Massachusetts
$213K
TPWA
2991
Twin Peaks Wealth Advisors
California
$213K
NC
2992
NewSquare Capital
Pennsylvania
$212K
FBB
2993
Fulton Breakefield Broenniman
Maryland
$212K
KWMG
2994
King Wealth Management Group
Florida
$212K
EIA
2995
Eastover Investment Advisors
North Carolina
$212K
OAS
2996
Optivise Advisory Services
Tennessee
$212K
MAG
2997
MRA Advisory Group
New Jersey
$211K
TCWM
2998
Total Clarity Wealth Management
Illinois
$211K
FNB
2999
Farmers National Bank
Kentucky
$211K
BMM
3000
Berkshire Money Management
Massachusetts
$211K