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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 %
BLC
1376
Brown, Lisle/Cummings
Rhode Island
$1.84M +$142 +3 +0%
EWA
1377
Etesian Wealth Advisors
Oregon
$1.83M -$43.2K -912 -2%
MFWP
1378
Mosaic Family Wealth Partners
Missouri
$1.83M -$59K -1,246 -3%
NC
1379
NBW Capital
Massachusetts
$1.83M +$2.13K +45 +0.1%
FFO
1380
Fiduciary Family Office
Florida
$1.83M +$147K +3,101 +9%
JSSH
1381
J. Safra Sarasin Holding
$1.83M +$643K +13,585 +54%
CT
1382
Coastline Trust
Rhode Island
$1.82M -$168K -3,560 -8%
SAI
1383
Savvy Advisors Inc
New York
$1.82M +$324K +6,848 +22%
PH
1384
Pinnacle Holdings
Oklahoma
$1.82M -$1.09K -23 -0.1%
AWM
1385
Accurate Wealth Management
Florida
$1.82M +$160K +3,399 +10%
IAS
1386
IMA Advisory Services
Colorado
$1.82M +$852 +18 +0%
MA
1387
MONECO Advisors
Connecticut
$1.82M +$852 +18 +0%
MMM
1388
Mendel Money Management
Illinois
$1.81M -$224K -4,725 -11%
LIM
1389
Longfellow Investment Management
Massachusetts
$1.81M -$157K -3,326 -8%
NDBT
1390
North Dallas Bank & Trust
Texas
$1.8M +$1.8M +38,086 New
TPW
1391
Transatlantique Private Wealth
New York
$1.8M +$162K +3,431 +10%
AIM
1392
Avity Investment Management
Connecticut
$1.8M -$908K -19,181 -34%
OFS
1393
OneAscent Financial Services
Alabama
$1.8M -$1.38M -28,917 -43%
CI
1394
Conning Inc
Connecticut
$1.8M -$317K -6,702 -15%
DACS
1395
Dymon Asia Capital (Singapore)
Singapore
$1.8M +$1.8M +38,000 New
AS
1396
Altshuler Shaham
Israel
$1.79M
GCM
1397
Generation Capital Management
New York
$1.79M -$62.8K -1,327 -3%
TPA
1398
Trivium Point Advisory
Connecticut
$1.79M -$69.1K -1,461 -4%
MWM
1399
Meridian Wealth Management
Kentucky
$1.78M +$130K +2,756 +8%
HCM
1400
Howland Capital Management
Massachusetts
$1.78M -$3.55K -75 -0.2%