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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 %
EPIMS
1251
Evelyn Partners Investment Management Services
$2.3M +$2.28M +50,018 +20,007%
CLA
1252
Carnegie Lake Advisors
New Jersey
$2.29M -$213K -4,500 -9%
CD
1253
Chapin Davis
Maryland
$2.29M -$39.9K -843 -2%
EM
1254
Excalibur Management
Massachusetts
$2.29M +$7.81K +165 +0.3%
MC
1255
Machina Capital
France
$2.29M +$1.13M +23,908 +98%
ECM
1256
Exchange Capital Management
Michigan
$2.28M -$162K -3,424 -7%
Bank Julius Baer & Co
1257
Bank Julius Baer & Co
Switzerland
$2.25M +$59.2K +1,250 +3%
BHBT
1258
Burke & Herbert Bank & Trust
Virginia
$2.25M -$994 -21 -0%
BWM
1259
Buckley Wealth Management
Nevada
$2.24M +$3.17K +67 +0.1%
HCM
1260
Howard Capital Management
Georgia
$2.23M +$276K +5,832 +14%
RFA
1261
Register Financial Advisors
Georgia
$2.23M +$1.23K +26 +0.1%
MAM
1262
MWA Asset Management
Massachusetts
$2.23M +$76.1K +1,608 +4%
CFG
1263
Chapman Financial Group
Hawaii
$2.23M +$2.23M +47,029 New
CCG
1264
Ceeto Capital Group
Florida
$2.22M
AA
1265
Aire Advisors
California
$2.22M +$379 +8 +0%
WC
1266
Wynn Capital
Georgia
$2.22M +$4.64K +98 +0.2%
CTA
1267
Colonial Trust Advisors
South Carolina
$2.22M +$720K +15,217 +48%
LCM
1268
Legato Capital Management
California
$2.21M
SAM
1269
Secure Asset Management
Michigan
$2.21M -$831K -17,556 -27%
SAM
1270
Summit Asset Management
Tennessee
$2.2M +$275K +5,811 +14%
HFM
1271
Hartford Financial Management
Connecticut
$2.2M -$150K -3,166 -6%
RSS
1272
Rosenblum Silverman Sutton
California
$2.2M -$13.7K -290 -0.6%
BCWM
1273
Bartlett & Co Wealth Management
Ohio
$2.2M -$230K -4,870 -9%
PPWP
1274
Premier Path Wealth Partners
New Jersey
$2.19M +$151K +3,182 +7%
PWP
1275
Precedent Wealth Partners
Texas
$2.18M +$284K +6,004 +15%