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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
43.62%
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 %
PHM
851
Prospect Hill Management
New Jersey
$5.56M -$3.4M -71,948 -38%
CFLC
852
California First Leasing Corp
California
$5.56M
CAL
853
Capital Analysts LLC
Pennsylvania
$5.56M +$86.8K +1,834 +2%
ACM
854
Altrius Capital Management
North Carolina
$5.51M -$56.3K -1,189 -1%
SCA
855
Snowden Capital Advisors
New York
$5.5M +$56.2K +1,187 +1%
PWP
856
Principle Wealth Partners
Connecticut
$5.47M +$16.9K +357 +0.3%
DWM
857
Diversify Wealth Management
Utah
$5.47M +$426K +8,969 +8%
EWM
858
Empirical Wealth Management
Washington
$5.45M +$94.1K +1,989 +2%
BJL
859
Brighton Jones LLC
Washington
$5.42M +$312K +6,585 +6%
BEI
860
Benjamin Edwards Inc
Missouri
$5.37M +$998K +21,084 +23%
AC
861
AlphaCore Capital
California
$5.34M +$690K +14,575 +15%
NP
862
NorthRock Partners
Minnesota
$5.3M +$540K +11,403 +11%
MK
863
MASTERINVEST Kapitalanlage
$5.29M +$5.29M +111,816 New
BHWM
864
Bar Harbor Wealth Management
New Hampshire
$5.28M -$145K -3,063 -3%
APP
865
Avantax Planning Partners
Iowa
$5.27M +$122K +2,575 +2%
FFM
866
Forum Financial Management
Illinois
$5.23M +$289K +6,117 +6%
OLA
867
Oliver Luxxe Assets
New Jersey
$5.23M +$154K +3,261 +3%
EAM
868
EULAV Asset Management
Florida
$5.21M -$237K -5,000 -4%
AC
869
Aldebaran Capital
Indiana
$5.19M -$1.39M -29,273 -21%
KAM
870
Knightsbridge Asset Management
California
$5.18M -$15.6K -329 -0.3%
LPT
871
Legacy Private Trust
Wisconsin
$5.18M -$885K -18,693 -15%
AC
872
Asio Capital
Kentucky
$5.18M -$1.42M -29,905 -21%
CAM
873
Carret Asset Management
New York
$5.13M -$91.8K -1,940 -2%
PIM
874
Penobscot Investment Management
Massachusetts
$5.13M +$8.28K +175 +0.2%
AIA
875
AssuredPartners Investment Advisors
Florida
$5.13M +$347K +7,339 +7%