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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 %
PPC
1601
Park Place Capital
Alabama
$1.28M +$697K +14,478 +119%
GWM
1602
Greenwich Wealth Management
Connecticut
$1.28M +$237 +5 +0%
MPPW
1603
Mitchell & Pahl Private Wealth
Oklahoma
$1.27M -$28K -592 -2%
SIS
1604
Sound Income Strategies
Florida
$1.26M +$229K +4,831 +22%
OIS
1605
Okabena Investment Services
Minnesota
$1.26M +$1.26M +26,549 New
BWA
1606
Brave Warrior Advisors
New York
$1.26M +$568K +12,000 +83%
KA
1607
Kovack Advisors
Florida
$1.25M -$188K -3,969 -13%
ACH
1608
ArrowMark Colorado Holdings
Colorado
$1.25M
PIA
1609
Perennial Investment Advisors
California
$1.24M +$34.2K +723 +3%
MA
1610
MCF Advisors
Kentucky
$1.24M +$71.4K +1,509 +6%
BMWS
1611
Brady Martz Wealth Solutions
North Dakota
$1.24M +$41.1K +869 +3%
MAM
1612
McLean Asset Management
Virginia
$1.23M -$159K -3,271 -11%
SFG
1613
Snider Financial Group
Washington
$1.23M -$26.6K -563 -2%
SCA
1614
Sippican Capital Advisors
Massachusetts
$1.23M
LKIM
1615
Lawson Kroeker Investment Management
Nebraska
$1.23M
WAM
1616
WealthTrust Asset Management
Florida
$1.22M +$1.22M +25,850 New
HTC
1617
Haverford Trust Company
Pennsylvania
$1.22M -$349K -7,382 -22%
LWM
1618
Liberty Wealth Management
California
$1.22M -$82.3K -1,740 -6%
CVA
1619
Central Valley Advisors
California
$1.22M -$12.7K -268 -1%
RK
1620
Rather & Kittrell
Tennessee
$1.22M -$7.52K -159 -0.6%
FPWM
1621
FSB Premier Wealth Management
Iowa
$1.22M +$178K +3,754 +17%
NFG
1622
Nations Financial Group
Iowa
$1.21M +$14.7K +310 +1%
CA
1623
Cornerstone Advisory
Maryland
$1.21M +$58.8K +1,242 +5%
PWM
1624
Palacios Wealth Management
Florida
$1.2M +$945K +19,977 +366%
BWA
1625
Beam Wealth Advisors
Louisiana
$1.2M +$124K +2,611 +11%