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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 %
VWM
3201
Valley Wealth Managers
New Jersey
$18.5K +$15.5K +328 +513%
CB
3202
CNB Bank
Pennsylvania
$18.3K -$47 -1 -0.3%
IWM
3203
Inlight Wealth Management
Georgia
$18.2K
CMA
3204
Cedar Mountain Advisors
Oregon
$16.9K +$47 +1 +0.3%
MAS
3205
MPWM Advisory Solutions
Georgia
$16.4K -$6.77K -143 -29%
CMP
3206
Coston McIsaac & Partners
Maine
$16K
FGC
3207
Financial Gravity Companies
Texas
$15.9K +$15.9K +336 New
LWA
3208
Lowe Wealth Advisors
Maryland
$15.3K
FF
3209
Friedenthal Financial
New Jersey
$15K +$15K +317 New
PA
3210
Pineridge Advisors
Missouri
$14.2K
UFF
3211
USA Financial Formulas
Michigan
$13.9K -$736K -15,549 -98%
CTWM
3212
Cherry Tree Wealth Management
Minnesota
$13.7K -$10.9K -230 -44%
SHIM
3213
Stone House Investment Management
Pennsylvania
$13.5K +$95 +2 +0.7%
MPW
3214
MASECO Private Wealth
$13.5K +$13.5K +285 New
MG
3215
MilWealth Group
Wisconsin
$12.8K
APW
3216
Atlantic Private Wealth
North Carolina
$12.6K +$4.78K +101 +61%
BHWM
3217
Bay Harbor Wealth Management
Maryland
$12.1K +$3.12K +66 +35%
BFS
3218
Bare Financial Services
Pennsylvania
$11.9K +$2.46K +52 +26%
IA
3219
IFS Advisors
Kansas
$11.8K
FFA
3220
Frazier Financial Advisors
Ohio
$11.6K -$2.51K -53 -18%
PWA
3221
Principia Wealth Advisory
Texas
$11.5K +$8.47K +179 +284%
HAP
3222
Harbor Asset Planning
Massachusetts
$10.3K +$10.3K +218 New
VFM
3223
Vision Financial Markets
Connecticut
$10.3K
1IA
3224
1620 Investment Advisors
Massachusetts
$10.2K -$2.89K -61 -22%
FG
3225
Fairman Group
Pennsylvania
$10.2K