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Bank of America

3,256 hedge funds and large institutions have $259B invested in Bank of America in 2025 Q2 according to their latest regulatory filings, with 271 funds opening new positions, 1,358 increasing their positions, 1,284 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,256
Holders Change
+87
Holders Change %
+2.75%
% of All Funds
43.63%
Holding in Top 10
127
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.59%
% of All Funds
1.7%
New
271
Increased
1,358
Reduced
1,284
Closed
130
Calls
$5B
Puts
$7.81B
Net Calls
-$2.81B
Net Calls Change
-$742M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIC
1101
ZWJ Investment Counsel
Georgia
$3.19M -$9.56K -202 -0.3%
EF
1102
Exeter Financial
Arizona
$3.18M +$37.9K +800 +1%
CTC
1103
Cetera Trust Company
Minnesota
$3.17M +$5.92K +125 +0.2%
FA
1104
Fiduciary Alliance
South Carolina
$3.17M +$387K +8,185 +14%
BAAM
1105
Baker Avenue Asset Management
California
$3.16M +$126K +2,671 +4%
SCA
1106
Stonebridge Capital Advisors
Minnesota
$3.15M -$204K -4,311 -6%
LFRG
1107
Lazard Frères Gestion
France
$3.14M +$299K +6,318 +11%
SW
1108
SVB Wealth
Massachusetts
$3.13M -$1.72M -36,253 -35%
MWM
1109
Modern Wealth Management
Kansas
$3.12M +$188K +3,974 +6%
WPC
1110
Wedmont Private Capital
Pennsylvania
$3.11M +$66.5K +1,419 +2%
JF
1111
Jump Financial
Illinois
$3.11M +$863K +18,227 +38%
BCM
1112
Brookmont Capital Management
Texas
$3.1M -$115K -2,430 -4%
BIG
1113
Brooklyn Investment Group
New York
$3.09M +$1.28M +27,013 +70%
GAG
1114
GM Advisory Group
New York
$3.09M +$1.37M +28,875 +79%
NB
1115
NBT Bank
New York
$3.08M -$92.7K -1,960 -3%
GJWM
1116
Gilliland Jeter Wealth Management
Arkansas
$3.08M -$29.4K -621 -0.9%
TSWM
1117
Triangle Securities Wealth Management
North Carolina
$3.07M -$289K -6,108 -9%
PFGIA
1118
Patriot Financial Group Insurance Agency
Massachusetts
$3.03M +$258K +5,453 +9%
PG
1119
Patten Group
Tennessee
$3.02M +$2.54M +53,684 +532%
PCG
1120
Prosperity Consulting Group
Maryland
$3.02M +$147K +3,103 +5%
BO
1121
Bank OZK
Arkansas
$3.01M -$60.6K -1,280 -2%
TC
1122
TownSquare Capital
Utah
$3M -$18.3M -387,335 -86%
CWM
1123
Cornerstone Wealth Management
Missouri
$3M +$34.5K +729 +1%
SC
1124
Skylands Capital
Wisconsin
$3M -$232K -4,900 -7%
TCA
1125
Transcend Capital Advisors
New Jersey
$2.97M -$294K -6,207 -9%