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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 %
EFA
1801
Evernest Financial Advisors
Indiana
$943K -$9.18K -194 -1%
HAM
1802
Harmony Asset Management
Arizona
$943K
OC
1803
Opinicus Capital
Florida
$940K -$3.45K -73 -0.4%
EWA
1804
Evolution Wealth Advisors
Florida
$940K -$8.01M -17,782 -89%
SCM
1805
Stevens Capital Management
Pennsylvania
$939K -$163K -3,453 -15%
EAM
1806
Empirical Asset Management
Massachusetts
$935K +$18.2K +384 +2%
MFGM
1807
Marshall Financial Group (Maryland)
Maryland
$934K -$47.6K -978 -5%
JE
1808
JMAC Enterprises
Pennsylvania
$934K +$156K +3,303 +20%
KCPG
1809
Kavar Capital Partners Group
Kansas
$934K +$118K +2,502 +15%
PFW
1810
Petros Family Wealth
Minnesota
$931K -$30.9K -653 -3%
IIA
1811
IPG Investment Advisors
California
$930K +$23.9K +506 +3%
CB
1812
Centennial Bank
Arkansas
$929K -$63.4K -1,340 -6%
CAM
1813
Columbia Asset Management
Michigan
$927K -$35.3K -746 -4%
Simplex Trading
1814
Simplex Trading
Illinois
$926K +$926K +19,583 New
AA
1815
Auxano Advisors
Washington
$924K -$190K -4,018 -17%
SIA
1816
SkyView Investment Advisors
New Jersey
$923K -$5.32K -113 -0.6%
HKIM
1817
Hayek Kallen Investment Management
Alabama
$923K +$420K +8,875 +84%
KA
1818
Kearns & Associates
California
$923K
MWP
1819
Meriwether Wealth & Planning
Louisiana
$921K -$45.8K -968 -5%
HWA
1820
Heritage Wealth Advisors
Virginia
$919K -$367K -7,747 -29%
BIM
1821
Baldwin Investment Management
Pennsylvania
$918K -$23.7K -500 -3%
VCM
1822
Versant Capital Management
Arizona
$918K +$54.7K +1,157 +6%
CWM
1823
Circle Wealth Management
New Jersey
$917K +$4.02K +85 +0.4%
FWM
1824
Finer Wealth Management
Massachusetts
$914K -$83.8K -1,771 -8%
KV
1825
Kickstand Ventures
New York
$911K +$911K +19,250 New