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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 %
MWM
1076
Massachusetts Wealth Management
Massachusetts
$3.37M +$3.37M +71,237 New
FRA
1077
Frank Rimerman Advisors
California
$3.36M +$17.8K +377 +0.5%
MSFS
1078
Main Street Financial Solutions
Pennsylvania
$3.36M -$113K -2,384 -3%
GC
1079
Globeflex Capital
California
$3.35M +$3.35M +70,765 New
EW
1080
Evoke Wealth
California
$3.35M +$149K +3,154 +5%
SAM
1081
Smartleaf Asset Management
Massachusetts
$3.33M -$186K -3,955 -5%
TW
1082
TritonPoint Wealth
Maryland
$3.33M -$40.7K -860 -1%
AAS
1083
Annex Advisory Services
Wisconsin
$3.32M -$64K -1,353 -2%
CRC
1084
Curi RMB Capital
Illinois
$3.31M +$2.62M +55,463 +385%
SCM
1085
Sterling Capital Management
North Carolina
$3.3M +$1.32M +27,971 +67%
PWMAG
1086
Pinnacle Wealth Management Advisory Group
New Jersey
$3.3M -$67.7K -1,431 -2%
HZ
1087
Hixon Zuercher
Ohio
$3.3M +$55.6K +1,176 +2%
QCM
1088
Qsemble Capital Management
New York
$3.29M +$1.26M +26,692 +62%
GSEP
1089
Golden State Equity Partners
California
$3.26M -$284 -6 -0%
TNA
1090
True North Advisors
Texas
$3.26M -$676K -14,296 -17%
CCB
1091
Country Club Bank
Missouri
$3.24M -$41.6K -882 -1%
WAP
1092
Wealthcare Advisory Partners
Pennsylvania
$3.22M +$301K +6,371 +10%
CI
1093
Cigna Investments
Connecticut
$3.22M +$32.6K +688 +1%
AF
1094
Arrow Financial
New York
$3.21M +$79.5K +1,680 +3%
VDBMI
1095
Van Den Berg Management I
Texas
$3.21M +$368K +7,780 +13%
CCT
1096
Chemung Canal Trust
New York
$3.2M -$1.25M -26,473 -28%
SHFA
1097
SS&H Financial Advisors
Michigan
$3.19M -$48.5K -1,025 -1%
SAI
1098
Systematic Alpha Investments
New Jersey
$3.19M
WG
1099
Winton Group
United Kingdom
$3.19M +$2.5M +52,933 +367%
ZIC
1100
ZWJ Investment Counsel
Georgia
$3.19M -$9.56K -202 -0.3%