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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 %
HSA
1151
HBK Sorce Advisory
Pennsylvania
$2.76M -$871K -18,404 -24%
PFBT
1152
Parkside Financial Bank & Trust
Missouri
$2.76M +$66.7K +1,410 +2%
LCAM
1153
London & Capital Asset Management
United Kingdom
$2.75M -$6.77K -143 -0.2%
BCP
1154
Berkeley Capital Partners
Georgia
$2.75M +$37.6K +794 +1%
SLFPAM
1155
St. Louis Financial Planners Asset Management
Missouri
$2.74M +$2.74M +57,956 New
MAA
1156
Matrix Asset Advisors
New York
$2.74M +$47 +1 +0%
CWAG
1157
Compton Wealth Advisory Group
Virginia
$2.73M -$98.7K -2,085 -3%
AMIM
1158
Aull & Monroe Investment Management
Alabama
$2.73M -$286K -6,034 -9%
WC
1159
Waterloo Capital
Texas
$2.72M +$306K +6,460 +13%
OCPWS
1160
One Charles Private Wealth Services
Massachusetts
$2.72M +$3.79K +80 +0.1%
SJIM
1161
St. Johns Investment Management
Florida
$2.71M -$9.23K -195 -0.3%
PWG
1162
Portside Wealth Group
Utah
$2.68M +$305K +6,441 +13%
BAM
1163
Belpointe Asset Management
Nevada
$2.68M +$305K +6,438 +13%
PCM
1164
Poehling Capital Management
Wisconsin
$2.68M -$30.8K -650 -1%
LAM
1165
L2 Asset Management
Massachusetts
$2.68M -$5.87K -124 -0.2%
SIM
1166
Studio Investment Management
Illinois
$2.68M -$10.9K -231 -0.4%
AP
1167
Advisors Preferred
Maryland
$2.67M
CA
1168
Cullinan Associates
Kentucky
$2.67M -$521K -11,000 -16%
AC
1169
Avestar Capital
New York
$2.66M +$349K +7,366 +15%
SSW
1170
Smith Shellnut Wilson
Mississippi
$2.65M
MMPW
1171
Mitchell McLeod Pugh & Williams
Alabama
$2.63M +$62.7K +1,325 +2%
V
1172
ViaWealth
Kansas
$2.63M +$8.8K +186 +0.3%
TCBWMS
1173
Texas Capital Bank Wealth Management Services
Texas
$2.63M +$9.7K +205 +0.4%
JWM
1174
Jeppson Wealth Management
California
$2.62M +$108K +2,273 +4%
QWM
1175
Quadcap Wealth Management
Texas
$2.61M +$16.2K +342 +0.6%