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Bank of America
BAC

3,316 hedge funds and large institutions have $260B invested in Bank of America in 2025 Q2 according to their latest regulatory filings, with 282 funds opening new positions, 1,376 increasing their positions, 1,314 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 129

20% more funds holding in top 10

Funds holding in top 10: 108 → 130 (+22)

12% more capital invested

Capital invested by funds: $232B → $260B (+$28.5B)

3% more funds holding

Funds holding: 3,207 → 3,316 (+109)

5% more repeat investments, than reductions

Existing positions increased: 1,376 | Existing positions reduced: 1,314

0.13% less ownership

Funds ownership: 73.12% → 72.99% (-0.13%)

36% less call options, than puts

Call options by funds: $5B | Put options by funds: $7.82B

Holders
3,316
Holders Change
+109
Holders Change %
+3.4%
% of All Funds
43.65%
Holding in Top 10
130
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+20.37%
% of All Funds
1.71%
New
282
Increased
1,376
Reduced
1,314
Closed
129
Calls
$5B
Puts
$7.82B
Net Calls
-$2.81B
Net Calls Change
-$742M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$812M
2
Victory Capital Management
Victory Capital Management
Texas
+$484M
3
JP Morgan Chase
JP Morgan Chase
New York
+$418M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$412M
5
Goldman Sachs
Goldman Sachs
New York
+$397M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.11B
2
AIM
Alphinity Investment Management
Australia
-$785M
3
BlackRock
BlackRock
New York
-$732M
4
Millennium Management
Millennium Management
New York
-$600M
5
Franklin Resources
Franklin Resources
California
-$530M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank Julius Baer & Co
1276
Bank Julius Baer & Co
Switzerland
$2.25M -$201K -4,771 -9%
BHBT
1277
Burke & Herbert Bank & Trust
Virginia
$2.25M -$883 -21 -0%
BWM
1278
Buckley Wealth Management
Nevada
$2.24M +$2.82K +67 +0.1%
HCM
1279
Howard Capital Management
Georgia
$2.23M +$245K +5,832 +14%
RFA
1280
Register Financial Advisors
Georgia
$2.23M +$1.09K +26 +0.1%
MAM
1281
MWA Asset Management
Massachusetts
$2.23M +$67.7K +1,608 +4%
CFG
1282
Chapman Financial Group
Hawaii
$2.23M +$1.98M +47,029 New
CCG
1283
Ceeto Capital Group
Florida
$2.22M – – –
AA
1284
Aire Advisors
California
$2.22M +$337 +8 +0%
WC
1285
Wynn Capital
Georgia
$2.22M +$4.12K +98 +0.2%
CTA
1286
Colonial Trust Advisors
South Carolina
$2.22M +$640K +15,217 +48%
LCM
1287
Legato Capital Management
California
$2.21M – – –
SAM
1288
Secure Asset Management
Michigan
$2.21M -$739K -17,556 -27%
SAM
1289
Summit Asset Management
Tennessee
$2.2M +$244K +5,811 +14%
HFM
1290
Hartford Financial Management
Connecticut
$2.2M -$133K -3,166 -6%
RSS
1291
Rosenblum Silverman Sutton
California
$2.2M -$12.2K -290 -0.6%
BCWM
1292
Bartlett & Co Wealth Management
Ohio
$2.2M -$205K -4,870 -9%
PPWP
1293
Premier Path Wealth Partners
New Jersey
$2.19M +$134K +3,182 +7%
PWP
1294
Precedent Wealth Partners
Texas
$2.18M +$253K +6,004 +15%
SWA
1295
Stratos Wealth Advisors
Ohio
$2.18M -$334K -7,936 -15%
HCM
1296
Hodges Capital Management
Texas
$2.18M -$168K -3,997 -8%
CAI
1297
Capital Advisors Inc
Oklahoma
$2.17M +$51.8K +1,232 +3%
PWMG
1298
Prestige Wealth Management Group
New Jersey
$2.17M -$56.2K -1,337 -3%
PB
1299
Pinnacle Bancorp
Nebraska
$2.17M +$14.7K +350 +0.8%
ACA
1300
American Capital Advisory
Idaho
$2.16M +$9.93K +236 +0.5%
50 51
52
53 54

BAC Hedge Fund Activity: Q2 2025 in Review

3,316 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2025, worth a combined $260B — up 12% from $232B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new BAC positions and 129 closed out — a net gain of 153 holders — while 1,376 added to existing stakes and 1,314 trimmed.

The largest buyer was Capital World Investors, adding an estimated $812M. The largest seller was Berkshire Hathaway, cutting an estimated $1.11B.

  • 3,316 institutional investors held Bank of America (BAC) as of Q2 2025, up from 3,207 in Q1 2025.
  • Funds reported $260B of Bank of America stock for Q2 2025, up 12% quarter-over-quarter.
  • 282 funds opened new Bank of America positions in Q2 2025 and 129 closed out, a net change of +153 holders.
  • The largest Bank of America buyer in Q2 2025 was Capital World Investors, an estimated $812M added.
  • The largest Bank of America seller in Q2 2025 was Berkshire Hathaway, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2025.