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Bank of America

3,289 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, 1,365 increasing their positions, 1,303 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:

1.32% more ownership

Funds ownership: 71.59%72.91% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 1,365 | Existing positions reduced: 1,303

36% less call options, than puts

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

Holders
3,289
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
129
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
TSWM
1126
Triangle Securities Wealth Management
North Carolina
$3.07M
PFGIA
1127
Patriot Financial Group Insurance Agency
Massachusetts
$3.03M
PG
1128
Patten Group
Tennessee
$3.02M
PCG
1129
Prosperity Consulting Group
Maryland
$3.02M
BO
1130
Bank OZK
Arkansas
$3.01M
TC
1131
TownSquare Capital
Utah
$3M
CWM
1132
Cornerstone Wealth Management
Missouri
$3M
SC
1133
Skylands Capital
Wisconsin
$3M
TCA
1134
Transcend Capital Advisors
New Jersey
$2.97M
WBC
1135
West Branch Capital
Massachusetts
$2.97M
LFA
1136
Legacy Financial Advisors
Kentucky
$2.96M
CT
1137
Caldwell Trust
Florida
$2.95M
DI
1138
Diligent Investors
California
$2.94M
ONB
1139
Old National Bancorp
Indiana
$2.94M
CIA
1140
Choate Investment Advisors
Massachusetts
$2.92M
MIA
1141
MainStreet Investment Advisors
Illinois
$2.9M
ISWM
1142
Independent Solutions Wealth Management
New York
$2.88M
DWP
1143
Daymark Wealth Partners
Ohio
$2.88M
GWM
1144
Geneos Wealth Management
Colorado
$2.87M
SFP
1145
Shepherd Financial Partners
Massachusetts
$2.84M
WEG
1146
World Equity Group
Illinois
$2.84M
FLI
1147
Family Legacy Inc
South Carolina
$2.84M
AIA
1148
Affinity Investment Advisors
California
$2.83M
OL
1149
one8zero8 LLC
North Carolina
$2.83M
AGC
1150
Aspen Grove Capital
Colorado
$2.83M