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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 %
KJWM
1401
Kiley Juergens Wealth Management
Washington
$1.78M +$9.09K +192 +0.5%
AGDI
1402
Absolute Gestao de Investimentos
Brazil
$1.77M +$1.77M +37,500 New
KFA
1403
Kelleher Financial Advisors
New York
$1.77M +$107K +2,263 +6%
EPIME
1404
Evelyn Partners Investment Management (Europe)
$1.77M +$1.68M +19,713 +1,877%
SFG
1405
Sovereign Financial Group
Connecticut
$1.76M -$9.56K -202 -0.5%
LSPW
1406
Lake Street Private Wealth
Illinois
$1.76M +$49.1K +1,038 +3%
SC
1407
Saiph Capital
New Jersey
$1.75M +$278K +20,315 +19%
CA
1408
Claro Advisors
Massachusetts
$1.75M -$425K -8,981 -20%
ST
1409
Smithfield Trust
Pennsylvania
$1.75M +$1.09K +23 +0.1%
IA
1410
IFG Advisory
Georgia
$1.74M +$3.74K +79 +0.2%
CWM
1411
Connecticut Wealth Management
Connecticut
$1.73M +$210K +4,446 +14%
BEC
1412
Blue Edge Capital
Virginia
$1.73M
PCS
1413
Personal CFO Solutions
New Jersey
$1.73M -$13.3K -281 -0.8%
OC
1414
Oarsman Capital
Wisconsin
$1.73M -$369K -7,795 -18%
KCFA
1415
Key Client Fiduciary Advisors
New Jersey
$1.73M -$20.2K -426 -1%
SW
1416
SkyOak Wealth
Michigan
$1.72M
AA
1417
Armis Advisers
Georgia
$1.72M +$535K +11,408 +45%
BCM
1418
Bayesian Capital Management
New York
$1.72M -$1.85M -39,100 -52%
NI
1419
NCP Inc
California
$1.72M -$31.5K -666 -2%
EARNEST Partners
1420
EARNEST Partners
Georgia
$1.72M +$78.8K +1,666 +5%
PPW
1421
Pasadena Private Wealth
California
$1.72M
PCM
1422
Princeton Capital Management
New Jersey
$1.71M -$119K -2,516 -7%
TF
1423
TLWM Financial
Texas
$1.71M -$6.96K -147 -0.4%
IA
1424
IFC Advisors
California
$1.7M +$36.2K +765 +2%
SC
1425
Schulhoff & Co
Ohio
$1.7M -$79.1K -1,672 -4%