BAC icon

Bank of America

3,287 hedge funds and large institutions have $260B invested in Bank of America in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,364 increasing their positions, 1,302 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.29% more ownership

Funds ownership: 71.52%72.82% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 1,364 | Existing positions reduced: 1,302

36% less call options, than puts

Call options by funds: $5B | Put options by funds: $7.81B

Holders
3,287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5B
Puts
$7.81B
Net Calls
Net Calls Change

Top Buyers

1 +$913M
2 +$551M
3 +$470M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$463M
5
Goldman Sachs
Goldman Sachs
New York
+$446M

Top Sellers

1 -$1.24B
2 -$823M
3 -$785M
4
Millennium Management
Millennium Management
New York
-$675M
5
Franklin Resources
Franklin Resources
California
-$596M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1001
Cumberland Partners
Ontario, Canada
$4M
MIP
1002
Marietta Investment Partners
Wisconsin
$3.99M
MVA
1003
Mount Vernon Associates
Maryland
$3.98M
CCM
1004
Check Capital Management
California
$3.98M
LWM
1005
Lodestone Wealth Management
Washington
$3.98M
CWM
1006
Chemistry Wealth Management
New York
$3.97M
DCM
1007
Delta Capital Management
New Jersey
$3.96M
RMAM
1008
Raab & Moskowitz Asset Management
New Jersey
$3.96M
BFA
1009
Beaumont Financial Advisors
Massachusetts
$3.95M
PMG
1010
ProVise Management Group
Florida
$3.95M
PMG
1011
Private Management Group
California
$3.95M
KCM
1012
Kornitzer Capital Management
Kansas
$3.94M
CWM
1013
Cordatus Wealth Management
Pennsylvania
$3.94M
PP
1014
Patten & Patten
Tennessee
$3.93M
SAG
1015
SageView Advisory Group
California
$3.93M
BIA
1016
Beacon Investment Advisors
Maryland
$3.93M
CW
1017
CreativeOne Wealth
Kansas
$3.93M
AIM
1018
AMI Investment Management
Indiana
$3.89M
MIC
1019
Meridian Investment Counsel
California
$3.89M
RCM
1020
RNC Capital Management
California
$3.88M
AW
1021
Apricus Wealth
South Carolina
$3.87M
SDIC
1022
South Dakota Investment Council
South Dakota
$3.87M
HVIA
1023
Hudson Valley Investment Advisors
New York
$3.87M
AAI
1024
American Assets Inc
California
$3.86M
BMC
1025
Beaton Management Company
Massachusetts
$3.86M