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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 %
APG
1201
Abacus Planning Group
South Carolina
$2.52M -$71.1K -1,503 -3%
UWPG
1202
Ullmann Wealth Partners Group
Florida
$2.51M +$7.34K +155 +0.3%
KIG
1203
Kennedy Investment Group
New Jersey
$2.51M -$32.3K -682 -1%
HWA
1204
HCR Wealth Advisors
California
$2.51M -$3.45K -73 -0.1%
NDSI
1205
Newman Dignan & Sheerar Inc
Rhode Island
$2.5M -$52K -1,098 -2%
AHC
1206
Adell Harriman & Carpenter
Texas
$2.5M +$7.24K +153 +0.3%
NAM
1207
NTV Asset Management
West Virginia
$2.5M +$47 +1 +0%
ECM
1208
EagleClaw Capital Management
Massachusetts
$2.5M -$159K -3,350 -6%
ICA
1209
Infrastructure Capital Advisors
New York
$2.5M +$1.01M +21,280 +67%
AG
1210
AlTi Global
New York
$2.5M -$5.07K -108 -0.2%
HC
1211
Hourglass Capital
Texas
$2.49M
SW
1212
SteelPeak Wealth
California
$2.49M -$334K -7,063 -12%
BIM
1213
Bridges Investment Management
Nebraska
$2.48M +$670K +14,153 +37%
OWA
1214
Octavia Wealth Advisors
Ohio
$2.48M -$99.7K -2,106 -4%
PA
1215
Probity Advisors
Texas
$2.47M +$124K +2,631 +5%
VA
1216
VestGen Advisors
Illinois
$2.47M +$126K +2,678 +5%
GM
1217
GeoWealth Management
Illinois
$2.47M -$150K -3,176 -6%
FIA
1218
Foundations Investment Advisors
Arizona
$2.46M +$100K +2,118 +4%
RA
1219
Ransom Advisory
Rhode Island
$2.46M +$4.73K +100 +0.2%
SWM
1220
Spire Wealth Management
Virginia
$2.43M -$1.06M -22,410 -30%
IBOK
1221
Independence Bank of Kentucky
Kentucky
$2.43M +$267K +5,651 +12%
CA
1222
Cumberland Advisors
Florida
$2.42M -$1.85K -39 -0.1%
3IP
1223
3Chopt Investment Partners
Virginia
$2.42M +$31.9K +675 +1%
IP
1224
Intellectus Partners
California
$2.41M +$4.26K +90 +0.2%
HKAM
1225
Horizon Kinetics Asset Management
New York
$2.41M +$89.1K +1,883 +4%