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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
CTA
3001
Chesley Taft & Associates
Illinois
$211K
KFS
3002
Kaizen Financial Strategies
California
$211K
MPM
3003
Meritage Portfolio Management
Kansas
$211K
SAMC
3004
Spectrum Asset Management (California)
California
$211K
HA
3005
Hofer & Associates
California
$210K
CWA
3006
CogentBlue Wealth Advisors
Tennessee
$210K
AIA
3007
Accelerate Investment Advisors
California
$210K
LFASL
3008
Lugano Financial Advisors SA (LFA)
Switzerland
$209K
FDDB
3009
Fidelity D&D Bancorp
Pennsylvania
$209K
FA
3010
Financial Alternatives
California
$209K
TPWM
3011
Twelve Points Wealth Management
Massachusetts
$209K
TWM
3012
Tripletail Wealth Management
Florida
$208K
HAS
3013
Holland Advisory Services
Florida
$208K
CPC
3014
Congress Park Capital
New York
$208K
DOA
3015
D'Orazio & Associates
Virginia
$208K
IA
3016
Intellus Advisors
Florida
$208K
EFL
3017
ERn Financial LLC
Wisconsin
$208K
CCM
3018
Canal Capital Management
Virginia
$207K
RFA
3019
RTD Financial Advisors
Pennsylvania
$207K
TFG
3020
Taylor Financial Group
Virginia
$206K
AWA
3021
Acorn Wealth Advisors
Michigan
$206K
SWGC
3022
Summit Wealth Group (Colorado)
Colorado
$205K
PWA
3023
Provenance Wealth Advisors
Florida
$204K
KA
3024
Kercheville Advisors
Texas
$204K
EI
3025
Ellevest Inc
New York
$204K