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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
HT
1026
Heritage Trust
Oklahoma
$3.85M
SIA
1027
SeaBridge Investment Advisors
New Jersey
$3.84M
NW
1028
Naviter Wealth
Arkansas
$3.83M
AW
1029
Alteri Wealth
California
$3.83M
ACM
1030
Advisors Capital Management
New Jersey
$3.81M
SFG
1031
SevenBridge Financial Group
Pennsylvania
$3.8M
CBA
1032
Coastal Bridge Advisors
Connecticut
$3.78M
SC
1033
Syon Capital
California
$3.77M
AIM
1034
Anchor Investment Management
South Carolina
$3.77M
CANC
1035
Culbertson A N & Co
Virginia
$3.76M
PPW
1036
Parcion Private Wealth
Washington
$3.76M
PCA
1037
Peddock Capital Advisors
Massachusetts
$3.76M
IFWM
1038
Institute for Wealth Management
Colorado
$3.75M
WWA
1039
WCG Wealth Advisors
Nevada
$3.74M
CIP
1040
Convergence Investment Partners
Florida
$3.74M
WJWM
1041
Williams Jones Wealth Management
New York
$3.74M
KWA
1042
Kingswood Wealth Advisors
California
$3.73M
HCA
1043
Harbour Capital Advisors
Virginia
$3.72M
NLGIA
1044
Nippon Life Global Investors Americas
New York
$3.68M
PWCM
1045
Processus Wealth & Capital Management
Tennessee
$3.67M
DIP
1046
Davis Investment Partners
North Carolina
$3.66M
SG Americas Securities
1047
SG Americas Securities
New York
$3.65M
GBT
1048
Grove Bank & Trust
Florida
$3.64M
TAM
1049
Trust Asset Management
Texas
$3.64M
LWMM
1050
Legacy Wealth Management (Mississippi)
Mississippi
$3.63M