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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 %
ZF
1826
Zhang Financial
Michigan
$910K -$852 -18 -0.1%
APC
1827
Aspire Private Capital
North Carolina
$910K -$65.7K -1,389 -7%
SCM
1828
Steele Capital Management
Iowa
$909K -$43K -908 -5%
CA
1829
Calton & Associates
Florida
$908K +$13.1K +277 +1%
PTP
1830
Platform Technology Partners
New York
$902K +$52.5K +1,110 +6%
VA
1831
Valmark Advisers
Ohio
$902K -$20.3K -430 -2%
BOJHT
1832
Bank of Jackson Hole Trust
Wyoming
$901K +$46.8K +990 +5%
PWP
1833
Pursue Wealth Partners
California
$901K
EPAM
1834
Evelyn Partners Asset Management
$900K +$872K +18,433 +3,098%
JPG
1835
Jordan Park Group
California
$899K
SP
1836
Stonebrook Private
Michigan
$898K -$28.6K -605 -3%
XSC
1837
X-Square Capital
Puerto Rico
$898K -$7.1K -150 -0.8%
JSL
1838
JT Stratford LLC
Georgia
$897K +$141K +2,983 +19%
GPA
1839
Garrison Point Advisors
California
$896K -$312K -6,589 -26%
JFA
1840
JNBA Financial Advisors
Minnesota
$894K
FM
1841
Foster & Motley
Ohio
$893K +$3.36K +71 +0.4%
BF
1842
Brucke Financial
Indiana
$893K +$48.8K +1,032 +6%
DWM
1843
Drive Wealth Management
Utah
$893K +$16.1K +340 +2%
WA
1844
WESPAC Advisors
California
$891K +$142 +3 +0%
TCWA
1845
Turtle Creek Wealth Advisors
Texas
$891K +$126K +2,653 +16%
CWA
1846
Crux Wealth Advisors
California
$890K +$245K +5,167 +38%
PAP
1847
Persistent Asset Partners
Hong Kong
$889K +$889K +18,778 New
CB
1848
Community Bank
New York
$888K +$66.3K +1,402 +8%
MIM
1849
Morningstar Investment Management
Illinois
$878K +$118K +2,504 +16%
NI
1850
Natural Investments
California
$877K +$54.7K +1,156 +7%