BAC icon

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
IHWM
3051
Iron Horse Wealth Management
Iowa
$146K
DWA
3052
Dougherty Wealth Advisers
Minnesota
$145K
HFS
3053
Hughes Financial Services
Virginia
$143K
PSFG
3054
Park Square Financial Group
Georgia
$143K
PC
3055
Promus Capital
Illinois
$143K
HHGA
3056
Halbert Hargrove Global Advisors
California
$142K
TFM
3057
TFC Financial Management
Massachusetts
$140K
CWM
3058
CarsonAllaria Wealth Management
Illinois
$140K
TIM
3059
Tortoise Investment Management
New York
$136K
CWM
3060
Consultiva Wealth Management
Puerto Rico
$135K
RAM
3061
Riggs Asset Management
Pennsylvania
$135K
OW
3062
Olistico Wealth
Oklahoma
$135K
SA
3063
Scarborough Advisors
Maryland
$133K
BHWM
3064
Beaird Harris Wealth Management
Texas
$132K
MCCP
3065
Mission Creek Capital Partners
California
$130K
GWSG
3066
GPS Wealth Strategies Group
Colorado
$130K
CPG
3067
Cornerstone Planning Group
New Jersey
$129K
SA
3068
SRH Advisors
Kansas
$127K
HWM
3069
Horizons Wealth Management
North Carolina
$126K
RPA
3070
Redwood Park Advisors
California
$125K
GGI
3071
Godsey & Gibb Inc
Virginia
$125K
BWL
3072
Bogart Wealth LLC
Virginia
$124K
BTD
3073
BankPlus Trust Department
Mississippi
$124K
ACA
3074
Atlas Capital Advisors
Wyoming
$123K
SAM
3075
Sherman Asset Management
California
$120K