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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
DOA
3001
D'Orazio & Associates
Virginia
$208K
IA
3002
Intellus Advisors
Florida
$208K
EFL
3003
ERn Financial LLC
Wisconsin
$208K
CCM
3004
Canal Capital Management
Virginia
$207K
RFA
3005
RTD Financial Advisors
Pennsylvania
$207K
TFG
3006
Taylor Financial Group
Virginia
$206K
AWA
3007
Acorn Wealth Advisors
Michigan
$206K
SWGC
3008
Summit Wealth Group (Colorado)
Colorado
$205K
PWA
3009
Provenance Wealth Advisors
Florida
$204K
KA
3010
Kercheville Advisors
Texas
$204K
EI
3011
Ellevest Inc
New York
$204K
BRWM
3012
Blue Rock Wealth Management
North Carolina
$204K
RWM
3013
Reston Wealth Management
Virginia
$204K
NSB
3014
Norway Savings Bank
Maine
$204K
SWM
3015
Scissortail Wealth Management
Oklahoma
$203K
BST
3016
Bath Savings Trust
Maine
$203K
BFA
3017
Brendel Financial Advisors
New Hampshire
$203K
CA
3018
Callahan Advisors
Texas
$203K
CF
3019
Claris Financial
Virginia
$203K
SDWIA
3020
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$202K
FDW
3021
Fourth Dimension Wealth
Ohio
$202K
WFMPM
3022
Woodley Farra Manion Portfolio Management
Indiana
$202K
LOIP
3023
Live Oak Investment Partners
Texas
$201K
IIM
3024
Ipswich Investment Management
Massachusetts
$201K
BBWA
3025
Bell & Brown Wealth Advisors
California
$201K