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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 %
AA
1226
Altman Advisors
Illinois
$2.4M +$7.32K +152 +0.3%
CSIC
1227
Clifford Swan Investment Counsel
California
$2.4M +$75.5K +1,596 +3%
PWM
1228
Palumbo Wealth Management
New York
$2.4M +$162K +3,433 +7%
LWM
1229
LJI Wealth Management
Indiana
$2.39M -$68.3K -1,444 -3%
GWANC
1230
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.39M -$11.1K -235 -0.5%
AWA
1231
Aaron Wealth Advisors
Illinois
$2.38M +$133K +2,814 +6%
CPIG
1232
Chicago Partners Investment Group
Illinois
$2.37M +$206K +4,285 +10%
NL
1233
NVWM LLC
Pennsylvania
$2.37M +$68.2K +1,441 +3%
SC
1234
Savoie Capital
Illinois
$2.37M
CAM
1235
Chou Associates Management
Ontario, Canada
$2.37M
WP
1236
Waycross Partners
Kentucky
$2.37M
MIM
1237
MTM Investment Management
South Carolina
$2.36M
JSW
1238
Journey Strategic Wealth
New Jersey
$2.36M +$871K +18,414 +58%
LA
1239
LM Advisors
California
$2.36M -$72.8K -1,538 -3%
Fayez Sarofim & Co
1240
Fayez Sarofim & Co
Texas
$2.36M -$1.18K -25 -0.1%
FFA
1241
Fragasso Financial Advisors
Pennsylvania
$2.35M +$160K +3,383 +7%
WTB
1242
Washington Trust Bank
Washington
$2.34M -$302K -6,379 -11%
MP
1243
McDonald Partners
Ohio
$2.34M +$46.6K +984 +2%
BFG
1244
Beacon Financial Group
Texas
$2.34M -$178K -3,762 -7%
GF
1245
Gries Financial
Ohio
$2.34M +$24.2K +512 +1%
PVM
1246
Palogic Value Management
Texas
$2.33M +$1.7K +36 +0.1%
EWM
1247
Evercore Wealth Management
New York
$2.32M -$1.17M -24,685 -33%
I
1248
InceptionR
California
$2.31M +$2.31M +48,748 New
WIM
1249
Wittenberg Investment Management
Massachusetts
$2.3M
BTW
1250
Boston Trust Walden
Massachusetts
$2.3M +$305K +6,444 +15%