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Bank of America

3,169 hedge funds and large institutions have $227B invested in Bank of America in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 1,287 increasing their positions, 1,356 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-61
Holders Change %
-1.89%
% of All Funds
43.04%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
1.47%
New
166
Increased
1,287
Reduced
1,356
Closed
169
Calls
$4.26B
Puts
$6.33B
Net Calls
-$2.07B
Net Calls Change
+$1.24B
Name Holding Trade Value Shares
Change
Shares
Change %
PBO
1801
Peoples Bank (Ohio)
Ohio
$821K -$39K -935 -5%
ALAM
1802
Asahi Life Asset Management
Japan
$821K +$255K +6,120 +45%
CCT
1803
Capital City Trust
Florida
$821K -$146K -3,500 -15%
HWM
1804
Hohimer Wealth Management
Washington
$820K +$820K +19,655 New
GP
1805
Greenline Partners
New York
$818K +$14.7K +353 +2%
SP
1806
Stonebrook Private
Michigan
$817K +$45.1K +1,081 +6%
HL
1807
HeadInvest LLC
Maine
$817K -$2.09K -50 -0.3%
CPA
1808
Capital Performance Advisors
California
$817K +$245K +5,877 +43%
BIA
1809
Bigelow Investment Advisors
Maine
$815K -$65.3K -1,564 -7%
KA
1810
Kearns & Associates
California
$814K
VA
1811
Valmark Advisers
Ohio
$814K -$13.9K -333 -2%
GFP
1812
Gryphon Financial Partners
Ohio
$812K +$89.3K +2,139 +12%
VCM
1813
Virtue Capital Management
Tennessee
$810K +$200K +4,795 +33%
TC
1814
TFR Capital
Texas
$809K +$377K +9,031 +87%
EAM
1815
Empirical Asset Management
Massachusetts
$809K -$1.07M -25,716 -57%
WW
1816
Waterfront Wealth
Kansas
$807K -$13.1K -314 -2%
OC
1817
Oakworth Capital
Alabama
$806K +$13.6K +325 +2%
CWM
1818
Circle Wealth Management
New Jersey
$805K +$11.6K +278 +1%
BFWA
1819
Benchmark Financial Wealth Advisors
Florida
$804K -$78.8K -1,889 -9%
ZF
1820
Zhang Financial
Michigan
$803K -$111K -2,665 -12%
DFG
1821
Delta Financial Group
New Jersey
$803K -$4.39K -102 -0.5%
IIA
1822
IPG Investment Advisors
California
$799K -$462K -11,078 -37%
XSC
1823
X-Square Capital
Puerto Rico
$798K +$709 +17 +0.1%
NS
1824
NBC Securities
Alabama
$797K +$796K +19,086 +106,033%
PWP
1825
Pursue Wealth Partners
California
$794K