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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 %
WOSD
3026
WFA of San Diego
California
$165K +$165K +3,486 New
CGF
3027
Constant Guidance Financial
Massachusetts
$163K -$868K -18,350 -84%
T
3028
Tidemark
California
$163K -$17.8K -376 -10%
GPFA
3029
Game Plan Financial Advisors
Ohio
$161K +$95 +2 +0.1%
OAJ
3030
Ogorek Anthony Joseph
New York
$157K +$8.65K +183 +6%
ECM
3031
Eisler Capital Management
United Kingdom
$157K -$5.06M -107,015 -97%
CH
3032
Canton Hathaway
Rhode Island
$152K
SO
3033
Sierra Ocean
California
$151K +$23.9K +504 +19%
FCG
3034
Financial Connections Group
California
$147K
EWP
3035
Elevation Wealth Partners
California
$146K +$95 +2 +0.1%
C
3036
Covestor
United Kingdom
$146K -$1.51K -32 -1%
IHWM
3037
Iron Horse Wealth Management
Iowa
$146K +$114K +2,400 +355%
DWA
3038
Dougherty Wealth Advisers
Minnesota
$145K
HFS
3039
Hughes Financial Services
Virginia
$143K -$4.23K -93 -3%
PSFG
3040
Park Square Financial Group
Georgia
$143K -$331 -7 -0.2%
PC
3041
Promus Capital
Illinois
$143K
HHGA
3042
Halbert Hargrove Global Advisors
California
$142K -$7.9K -167 -5%
TFM
3043
TFC Financial Management
Massachusetts
$140K -$1.7K -36 -1%
CWM
3044
CarsonAllaria Wealth Management
Illinois
$140K +$6.34K +134 +5%
TIM
3045
Tortoise Investment Management
New York
$136K +$18.7K +395 +16%
CWM
3046
Consultiva Wealth Management
Puerto Rico
$135K -$28.4K -600 -17%
RAM
3047
Riggs Asset Management
Pennsylvania
$135K
OW
3048
Olistico Wealth
Oklahoma
$135K +$135K +2,843 New
SA
3049
Scarborough Advisors
Maryland
$133K +$133K +2,804 New
BHWM
3050
Beaird Harris Wealth Management
Texas
$132K +$6.81K +144 +5%