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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 %
CFG
1951
CKW Financial Group
Hawaii
$671K -$112K -2,708 -14%
HCM
1952
Hall Capital Management
Rhode Island
$670K +$82.2K +1,970 +14%
MIM
1953
Morningstar Investment Management
Illinois
$670K -$116K -2,775 -15%
ZIG
1954
Zullo Investment Group
Pennsylvania
$669K +$7.05K +169 +1%
PPA
1955
Pacific Point Advisors
California
$669K
BCA
1956
Bay Colony Advisors
Massachusetts
$668K +$7.92K +192 +1%
NP
1957
Ninepoint Partners
Ontario, Canada
$668K +$668K +16,017 New
AMM
1958
American Money Management
California
$668K +$140K +3,353 +26%
BIAS
1959
Beacon Investment Advisory Services
New Jersey
$668K -$43K -1,030 -6%
DWM
1960
Dogwood Wealth Management
Kansas
$668K +$46.2K +1,107 +7%
CWMK
1961
Caliber Wealth Management (Kansas)
Kansas
$667K +$667K +15,985 New
JSL
1962
JT Stratford LLC
Georgia
$667K -$7.22K -173 -1%
BMCM
1963
Bryn Mawr Capital Management
Pennsylvania
$667K -$1.77M -42,467 -73%
CWM
1964
C2C Wealth Management
Arizona
$666K
CCAM
1965
Cascades Capital Asset Management
North Carolina
$666K +$80K +1,916 +14%
WP
1966
WealthShield Partners
North Carolina
$666K +$364K +8,734 +121%
HCMG
1967
Howard Capital Management Group
California
$665K +$8.35K +200 +1%
LCG
1968
Lakeshore Capital Group
Illinois
$665K +$8.76K +210 +1%
EBT
1969
Enterprise Bank & Trust
Massachusetts
$664K -$8.51K -204 -1%
FTC
1970
Farmers Trust Company
Ohio
$663K -$8.35K -200 -1%
KAM
1971
Kazazian Asset Management
Florida
$663K
BFA
1972
Benedict Financial Advisors
Georgia
$662K +$6.22K +149 +0.9%
GPI
1973
General Partner Inc
Pennsylvania
$662K
GC
1974
Gilbert & Cook
Iowa
$662K -$5.05K -121 -0.8%
SN
1975
Sittner & Nelson
Oregon
$661K -$31.2K -747 -5%