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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
SVWAG
1076
Sound View Wealth Advisors Group
Georgia
$3.41M
CRIG
1077
Charter Research & Investment Group
Connecticut
$3.4M
NHC
1078
Nicholas Hoffman & Company
Georgia
$3.39M
FBFS
1079
First Business Financial Services
Wisconsin
$3.39M
WAAG
1080
Wealth Alliance Advisory Group
Kansas
$3.38M
KFC
1081
Klingenstein Fields & Co
New York
$3.38M
OWIM
1082
Old West Investment Management
California
$3.38M
MWM
1083
Massachusetts Wealth Management
Massachusetts
$3.37M
FRA
1084
Frank Rimerman Advisors
California
$3.36M
MSFS
1085
Main Street Financial Solutions
Pennsylvania
$3.36M
GC
1086
Globeflex Capital
California
$3.35M
EW
1087
Evoke Wealth
California
$3.35M
SAM
1088
Smartleaf Asset Management
Massachusetts
$3.33M
TW
1089
TritonPoint Wealth
Maryland
$3.33M
AAS
1090
Annex Advisory Services
Wisconsin
$3.32M
CRC
1091
Curi RMB Capital
Illinois
$3.31M
SCM
1092
Sterling Capital Management
North Carolina
$3.3M
PWMAG
1093
Pinnacle Wealth Management Advisory Group
New Jersey
$3.3M
HZ
1094
Hixon Zuercher
Ohio
$3.3M
QCM
1095
Qsemble Capital Management
New York
$3.29M
GSEP
1096
Golden State Equity Partners
California
$3.26M
TNA
1097
True North Advisors
Texas
$3.26M
CCB
1098
Country Club Bank
Missouri
$3.24M
WAP
1099
Wealthcare Advisory Partners
Pennsylvania
$3.22M
CI
1100
Cigna Investments
Connecticut
$3.22M