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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 %
LWA
1901
Ledgewood Wealth Advisors
New Hampshire
$824K +$473 +10 +0.1%
WCA
1902
Westover Capital Advisors
Delaware
$823K -$6.63K -140 -0.8%
AI
1903
Atom Investors
Texas
$822K -$120K -2,539 -13%
AA
1904
Addison Advisors
Vermont
$821K +$23.4K +494 +3%
AWA
1905
AGH Wealth Advisors
Kansas
$820K +$201K +4,251 +32%
JAG
1906
Journey Advisory Group
Kentucky
$820K +$1.7K +36 +0.2%
FWP
1907
Firethorn Wealth Partners
Georgia
$818K +$20.1K +425 +3%
VCAM
1908
Van Cleef Asset Management
Ohio
$816K -$72.5K -1,533 -8%
BBA
1909
BLB&B Advisors
Pennsylvania
$816K -$269K -5,690 -25%
DDC
1910
DF Dent & Co
Maryland
$815K +$3.5K +74 +0.4%
CIR
1911
Clear Investment Research
Georgia
$815K -$10.8K -229 -1%
EA
1912
Everpar Advisors
Oklahoma
$814K +$75K +1,584 +10%
AGP
1913
Autumn Glory Partners
Texas
$812K
GAM
1914
Grandview Asset Management
Pennsylvania
$811K +$3.13K +66 +0.4%
SPC
1915
Spirepoint Private Client
Florida
$809K +$20.7K +437 +3%
CPRC
1916
Consolidated Portfolio Review Corp
New York
$802K +$195K +4,126 +32%
HNWAG
1917
High Net Worth Advisory Group
Florida
$800K +$30.8K +650 +4%
SSG
1918
Summit Securities Group
New York
$800K +$796K +16,812 +16,812%
EW
1919
Elyxium Wealth
California
$800K +$67K +1,416 +9%
HWA
1920
HHM Wealth Advisors
Tennessee
$800K -$38.5K -813 -5%
DDPIC
1921
Deroy & Devereaux Private Investment Counsel
Michigan
$799K
CT
1922
ClearAlpha Technologies
Connecticut
$796K +$796K +16,822 New
OWA
1923
One Wealth Advisors
California
$796K +$2.08K +44 +0.3%
GC
1924
Gilbert & Cook
Iowa
$795K +$44.1K +932 +6%
SN
1925
Sittner & Nelson
Oregon
$794K +$44.3K +937 +6%