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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 %
CSA
1851
Cottage Street Advisors
Massachusetts
$877K +$189 +4 +0%
BFS
1852
Burkett Financial Services
South Carolina
$876K +$3.79K +80 +0.4%
BCM
1853
Brasada Capital Management
Texas
$875K +$47.3K +1,000 +6%
WW
1854
Waterfront Wealth
Kansas
$874K -$40.7K -861 -4%
WFA
1855
Wellspring Financial Advisors
Ohio
$874K +$372K +7,871 +74%
PWM
1856
Prosperity Wealth Management
California
$874K -$258K -5,460 -23%
MPWS
1857
McCarter Private Wealth Services
Massachusetts
$872K -$5.25K -111 -0.6%
WC
1858
Westhampton Capital
North Carolina
$872K -$75.7K -1,600 -8%
TP
1859
Tranquility Partners
Tennessee
$869K
FFL
1860
Future Fund LLC
Illinois
$868K +$80.6K +1,703 +10%
OC
1861
Oakworth Capital
Alabama
$866K -$47.7K -1,007 -5%
LIM
1862
Lathrop Investment Management
Arkansas
$866K -$7.72K -163 -0.9%
HIMS
1863
Hager Investment Management Services
New Hampshire
$864K +$27.9K +589 +3%
IRC
1864
Investors Research Corp
Georgia
$864K
CWS
1865
Confluence Wealth Services
Pennsylvania
$864K -$41.1K -868 -5%
MWA
1866
Muirfield Wealth Advisors
North Carolina
$863K +$13.1K +276 +2%
CAM
1867
Cypress Asset Management
Texas
$861K +$4.73K +100 +0.6%
MIA
1868
MeadowBrook Investment Advisors
Michigan
$861K -$788K -16,645 -48%
RPSA
1869
Richard P. Slaughter Associates
Texas
$859K +$68.9K +1,455 +9%
WCM
1870
Whitener Capital Management
North Carolina
$858K
PWM
1871
Prentice Wealth Management
New York
$856K -$24.7K -522 -3%
OL
1872
OneFund LLC
Florida
$854K -$10.5K -222 -1%
RZH
1873
Relyea Zuckerberg Hanson
Connecticut
$854K +$35.6K +752 +4%
TB
1874
Terril Brothers
Missouri
$854K +$12.2K +257 +1%
LCM
1875
LVM Capital Management
Michigan
$853K -$14.2K -300 -2%