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Bank of America

3,169 hedge funds and large institutions have $227B invested in Bank of America in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 1,286 increasing their positions, 1,357 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-61
Holders Change %
-1.89%
% of All Funds
43.05%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
1.47%
New
166
Increased
1,286
Reduced
1,357
Closed
169
Calls
$4.26B
Puts
$6.33B
Net Calls
-$2.07B
Net Calls Change
+$1.24B
Name Holding Trade Value Shares
Change
Shares
Change %
FWA
3026
FSC Wealth Advisors
New York
$61.2K -$5.13K -123 -8%
OC
3027
Oakmont Corp
California
$60.7K
B
3028
Birchbrook
Maine
$60.1K
TCM
3029
TruNorth Capital Management
Michigan
$60K +$15.6K +374 +35%
MFT
3030
Moisand Fitzgerald Tamayo
Florida
$59.5K +$83 +2 +0.1%
FFL
3031
Financial Freedom LLC
Ohio
$57.8K +$250 +6 +0.4%
1M
3032
1248 Management
Missouri
$56.8K +$56.8K +1,361 New
CI
3033
Clal Insurance
Israel
$56K +$40.7K +970 +266%
WA
3034
Whipplewood Advisors
Colorado
$54.6K -$550K -1,190 -91%
MWM
3035
MorganRosel Wealth Management
Colorado
$50.4K +$50.4K +1,208 New
FCT
3036
First Community Trust
Iowa
$50.1K
HWP
3037
Highline Wealth Partners
California
$48.3K +$13.1K +313 +37%
Q1WB
3038
Quest 10 Wealth Builders
Virginia
$48K -$37.1K -890 -44%
NWMP
3039
Noble Wealth Management PBC
Colorado
$47.4K
ATC
3040
Advantage Trust Company
Kansas
$46.9K
MDA
3041
Minot DeBlois Advisors
Massachusetts
$46.9K -$8.35K -200 -15%
PIS
3042
POM Investment Strategies
North Carolina
$45.2K
MFA
3043
McClarren Financial Advisors
Pennsylvania
$45K +$45K +1,087 New
CWM
3044
Compass Wealth Management
Connecticut
$44.7K
TLCM
3045
Twin Lakes Capital Management
California
$44.5K
CWM
3046
Cranbrook Wealth Management
Michigan
$43.8K +$12.8K +306 +41%
PCTC
3047
Perkins Coie Trust Company
Washington
$43.7K +$17.6K +423 +68%
PWM
3048
Parkworth Wealth Management
California
$43.4K -$6.89K -165 -14%
HWM
3049
HighMark Wealth Management
Minnesota
$43.1K +$30.2K +743 +234%
HNW
3050
High Note Wealth
Minnesota
$42.5K