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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 %
RMAM
1001
Raab & Moskowitz Asset Management
New Jersey
$3.96M -$69.4K -1,467 -2%
BFA
1002
Beaumont Financial Advisors
Massachusetts
$3.95M +$42.2K +892 +1%
PMG
1003
ProVise Management Group
Florida
$3.95M +$3.08K +65 +0.1%
PMG
1004
Private Management Group
California
$3.95M +$3.34M +70,644 +552%
KCM
1005
Kornitzer Capital Management
Kansas
$3.94M -$28.4K -600 -0.7%
CWM
1006
Cordatus Wealth Management
Pennsylvania
$3.94M -$10.1K -213 -0.3%
PP
1007
Patten & Patten
Tennessee
$3.93M -$198K -4,180 -5%
SAG
1008
SageView Advisory Group
California
$3.93M +$259K +5,380 +7%
BIA
1009
Beacon Investment Advisors
Maryland
$3.93M -$21.9K -464 -0.6%
CW
1010
CreativeOne Wealth
Kansas
$3.93M +$29.6K +626 +0.8%
AIM
1011
AMI Investment Management
Indiana
$3.89M -$62.8K -1,327 -2%
MIC
1012
Meridian Investment Counsel
California
$3.89M -$33.1K -700 -0.8%
RCM
1013
RNC Capital Management
California
$3.88M -$30.3K -640 -0.8%
AW
1014
Apricus Wealth
South Carolina
$3.87M -$255K -5,390 -6%
SDIC
1015
South Dakota Investment Council
South Dakota
$3.87M -$5.39M -114,008 -58%
HVIA
1016
Hudson Valley Investment Advisors
New York
$3.87M -$349K -7,385 -8%
AAI
1017
American Assets Inc
California
$3.86M
BMC
1018
Beaton Management Company
Massachusetts
$3.86M -$44.4K -938 -1%
HT
1019
Heritage Trust
Oklahoma
$3.85M -$72.4K -1,531 -2%
SIA
1020
SeaBridge Investment Advisors
New Jersey
$3.84M -$9.7K -205 -0.3%
NW
1021
Naviter Wealth
Arkansas
$3.83M +$67.6K +1,429 +2%
AW
1022
Alteri Wealth
California
$3.83M +$19.4K +411 +0.5%
ACM
1023
Advisors Capital Management
New Jersey
$3.81M +$431K +9,114 +13%
SFG
1024
SevenBridge Financial Group
Pennsylvania
$3.8M -$858K -18,056 -18%
CBA
1025
Coastal Bridge Advisors
Connecticut
$3.78M +$3.78M +79,875 New