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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 %
SCM
1876
Spring Capital Management
Texas
$852K
CPSC
1877
Carl P. Sherr & Co
Massachusetts
$846K -$54.5K -1,151 -6%
AFG
1878
Allegheny Financial Group
Pennsylvania
$845K -$45.8K -967 -5%
HCM
1879
Hall Capital Management
Rhode Island
$845K +$84.8K +1,791 +11%
BMCM
1880
Bryn Mawr Capital Management
Pennsylvania
$844K +$88.3K +1,866 +12%
1WA
1881
180 Wealth Advisors
Washington
$843K +$12.8K +271 +2%
CPWA
1882
Cerro Pacific Wealth Advisors
California
$842K +$68.1K +1,440 +9%
SPA
1883
Sherbrooke Park Advisers
New York
$842K +$240K +5,068 +40%
WFAG
1884
Worth Financial Advisory Group
North Carolina
$841K -$44.3K -936 -5%
BTWM
1885
Baker Tilly Wealth Management
Wisconsin
$841K -$34.3K -724 -4%
LSA
1886
Lion Street Advisors
Texas
$837K +$16.2K +343 +2%
CCAM
1887
Cascades Capital Asset Management
North Carolina
$837K +$81.5K +1,723 +11%
CWMK
1888
Caliber Wealth Management (Kansas)
Kansas
$837K +$80.4K +1,700 +11%
APW
1889
Austin Private Wealth
Texas
$836K +$36.1K +762 +5%
AIM
1890
Advyzon Investment Management
Illinois
$836K +$214K +4,531 +35%
AIA
1891
AIMZ Investment Advisors
California
$835K
CPA
1892
Capital Performance Advisors
California
$835K -$91.6K -1,936 -10%
OWM
1893
OneAscent Wealth Management
Alabama
$834K +$60.5K +1,279 +8%
BSI
1894
Bennett Selby Investments
Maine
$833K +$615 +13 +0.1%
SFA
1895
Semmax Financial Advisors
North Carolina
$830K -$7.36K -160 -0.9%
WC
1896
Whitney & Co
New York
$830K
PCM
1897
Pointe Capital Management
Michigan
$828K +$3.83K +81 +0.5%
MFC
1898
Mechanics Financial Corp
Ohio
$826K -$62.4K -1,319 -7%
LIA
1899
LBMC Investment Advisors
Tennessee
$826K +$2.51K +53 +0.3%
SC
1900
Stance Capital
Massachusetts
$825K +$825K +17,439 New