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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 %
PWM
3126
Parkworth Wealth Management
California
$54.3K +$5.11K +108 +10%
MS
3127
Marshall & Sullivan
Washington
$53.6K +$53.6K +1,133 New
HWM
3128
HighMark Wealth Management
Minnesota
$52.4K +$2.22K +47 +4%
FMTCOCP
3129
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K -$35.6K -753 -41%
TLCM
3130
Twin Lakes Capital Management
California
$50.4K
TCM
3131
TruNorth Capital Management
Michigan
$50.3K -$17.7K -374 -26%
UOIF
3132
University of Illinois Foundation
Illinois
$49.9K +$49.9K +1,054 New
NCM
3133
Northwest Capital Management
Oregon
$48.3K -$31.2K -659 -39%
PCTC
3134
Perkins Coie Trust Company
Washington
$48.1K -$1.42K -30 -3%
CJH
3135
Christopher J. Hasenberg
Wisconsin
$48K
PIS
3136
POM Investment Strategies
North Carolina
$47.6K -$3.64K -77 -7%
WPWM
3137
Western Pacific Wealth Management
Illinois
$47.5K -$167K -3,519 -78%
FCT
3138
First Community Trust
Iowa
$47.3K -$9.46K -200 -17%
MDA
3139
Minot DeBlois Advisors
Massachusetts
$47.3K -$5.87K -124 -11%
PCC
3140
Park Circle Company
Maryland
$47.3K
SC
3141
Stephens Consulting
Michigan
$47.2K -$50.6K -1,069 -52%
HNW
3142
High Note Wealth
Minnesota
$45.8K -$2.37K -50 -5%
MSFP
3143
Mark Sheptoff Financial Planning
Connecticut
$44.9K +$4.12K +87 +10%
RWS
3144
Retirement Wealth Solutions
Wisconsin
$44.5K
SVWA
3145
Sarver Vrooman Wealth Advisors
Missouri
$44.3K
FGA
3146
Fortis Group Advisors
New Jersey
$43.2K
SHM
3147
Sagard Holdings Management
Ontario, Canada
$42.4K +$42.4K +897 New
TIM
3148
Total Investment Management
Arizona
$40.5K +$40.5K +856 New
RTL
3149
Red Tortoise LLC
Georgia
$39.3K
DWM
3150
Dogwood Wealth Management
Kansas
$38.6K -$716K -15,184 -95%