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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 %
SWM
3001
Scissortail Wealth Management
Oklahoma
$203K +$203K +4,299 New
BST
3002
Bath Savings Trust
Maine
$203K +$203K +4,293 New
BFA
3003
Brendel Financial Advisors
New Hampshire
$203K +$203K +4,291 New
CA
3004
Callahan Advisors
Texas
$203K +$203K +4,287 New
CF
3005
Claris Financial
Virginia
$203K +$203K +4,284 New
SDWIA
3006
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$202K +$202K +4,267 New
FDW
3007
Fourth Dimension Wealth
Ohio
$202K +$53.3K +1,126 +36%
WFMPM
3008
Woodley Farra Manion Portfolio Management
Indiana
$202K +$202K +4,260 New
LOIP
3009
Live Oak Investment Partners
Texas
$201K +$201K +4,252 New
IIM
3010
Ipswich Investment Management
Massachusetts
$201K +$201K +4,250 New
BBWA
3011
Bell & Brown Wealth Advisors
California
$201K +$201K +4,249 New
DBG
3012
De Burlo Group
Massachusetts
$201K +$201K +4,248 New
EB
3013
Exchange Bank
California
$201K +$201K +4,239 New
FWM
3014
FSA Wealth Management
Massachusetts
$195K +$189 +4 +0.1%
MAM
3015
Meeder Asset Management
Ohio
$194K +$29.4K +621 +18%
RI
3016
Ridgewood Investments
New Jersey
$192K
SCA
3017
Stuart Chaussee & Associates
California
$189K
OSNBOA
3018
Old Second National Bank of Aurora
Illinois
$183K
Optiver Holding
3019
Optiver Holding
Netherlands
$181K -$616K -13,015 -77%
M
3020
MOTCO
Texas
$180K +$10.3K +217 +6%
NEWAS
3021
N.E.W. Advisory Services
Wisconsin
$177K -$11.2K -236 -6%
NRG
3022
Nemes Rush Group
Michigan
$172K -$51.1K -1,079 -23%
YP
3023
YANKCOM Partnership
South Dakota
$171K
SGC
3024
Slocum, Gordon & Co
Rhode Island
$169K
MLA
3025
MB, Levis & Associates
Pennsylvania
$168K +$615 +13 +0.4%