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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 %
CWM
676
Congress Wealth Management
Massachusetts
$9.19M +$2.57M +54,296 +39%
ISL
677
Ingalls & Snyder LLC
New York
$9.17M -$448K -9,470 -5%
GC
678
Guggenheim Capital
Illinois
$9.1M -$659K -13,937 -7%
SCM
679
SCS Capital Management
Massachusetts
$9.08M +$829K +17,512 +10%
PBC
680
Pavion Blue Capital
California
$9.07M +$237 +5 +0%
BDA
681
Borer Denton & Associates
Pennsylvania
$9.06M -$9.46K -200 -0.1%
FA
682
Financial Avengers
California
$9.02M -$96.4K -2,037 -1%
PTC
683
Philadelphia Trust Company
Pennsylvania
$8.98M +$462K +9,763 +5%
SCM
684
Schnieders Capital Management
California
$8.98M -$29.3K -620 -0.3%
GCM
685
Graham Capital Management
Connecticut
$8.89M +$8.89M +187,947 New
FA
686
Fagan Associates
New York
$8.89M +$134K +2,824 +2%
RDWM
687
Red Door Wealth Management
Tennessee
$8.86M +$284K +5,992 +3%
AWM
688
Apollon Wealth Management
South Carolina
$8.85M +$194K +4,108 +2%
First Manhattan
689
First Manhattan
New York
$8.79M +$1.89M +40,038 +27%
GIP
690
Greatmark Investment Partners
Georgia
$8.78M -$77.9K -1,647 -0.9%
FC
691
Fusion Capital
South Carolina
$8.78M +$129K +2,721 +1%
PM
692
Phraction Management
Connecticut
$8.76M -$3.31K -70 -0%
SC
693
Searle & Co
Connecticut
$8.75M
SMA
694
Sage Mountain Advisors
Georgia
$8.72M +$185K +3,906 +2%
IIM
695
Intact Investment Management
Quebec, Canada
$8.71M -$80.4K -1,700 -0.9%
AUB
696
Atlantic Union Bankshares
Virginia
$8.69M -$5.71M -120,730 -40%
SAM
697
Socorro Asset Management
Texas
$8.69M -$1.47M -31,074 -14%
SC
698
Sierra Capital
Florida
$8.64M
LFAS
699
Level Four Advisory Services
Texas
$8.64M +$408K +8,628 +5%
WAM
700
Wallington Asset Management
Indiana
$8.62M +$73.8K +1,560 +0.9%