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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 %
MCCP
3051
Mission Creek Capital Partners
California
$130K +$1.92K +304 +1%
GWSG
3052
GPS Wealth Strategies Group
Colorado
$130K -$57.6K -1,217 -31%
CPG
3053
Cornerstone Planning Group
New Jersey
$129K +$684 +15 +0.5%
SA
3054
SRH Advisors
Kansas
$127K
HWM
3055
Horizons Wealth Management
North Carolina
$126K
RPA
3056
Redwood Park Advisors
California
$125K +$663 +14 +0.5%
GGI
3057
Godsey & Gibb Inc
Virginia
$125K +$5.49K +116 +5%
BWL
3058
Bogart Wealth LLC
Virginia
$124K +$21.4K +453 +21%
BTD
3059
BankPlus Trust Department
Mississippi
$124K -$1.7K -36 -1%
ACA
3060
Atlas Capital Advisors
Wyoming
$123K -$47.3K -1,000 -28%
SAM
3061
Sherman Asset Management
California
$120K
FFWM
3062
Future Financial Wealth Management
Ohio
$120K +$95 +2 +0.1%
RF
3063
Rossby Financial
Florida
$119K +$30K +634 +34%
GA
3064
GoalVest Advisory
New York
$119K -$1.23K -26 -1%
SNB
3065
Security National Bank
Nebraska
$119K +$106K +2,230 +811%
RF
3066
Roxbury Financial
New Jersey
$118K +$1.09K +23 +0.9%
TC
3067
Trust Company
Kansas
$115K
CA
3068
Centerpoint Advisors
Massachusetts
$113K +$4.98K +105 +5%
GWM
3069
Gitterman Wealth Management
New Jersey
$111K +$111K +2,338 New
GWP
3070
Gen-Wealth Partners
Michigan
$110K -$1.47K -31 -1%
BIM
3071
Breakwater Investment Management
Washington
$110K
DWM
3072
Darwin Wealth Management
Florida
$107K -$14.2K -300 -12%
BA
3073
Bellwether Advisors
Nebraska
$106K -$2.18K -46 -2%
ATC
3074
Advantage Trust Company
Kansas
$106K +$53.2K +1,125 +100%
DPW
3075
DiNuzzo Private Wealth
Pennsylvania
$105K -$6.25K -132 -6%