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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 %
PW
1976
Paladin Wealth
Minnesota
$736K +$2.98K +63 +0.4%
UCB
1977
United Community Bank
South Carolina
$736K -$30.9K -653 -4%
SWRP
1978
Summit Wealth & Retirement Planning
California
$735K -$45K -951 -6%
LJAC
1979
L.J. Altfest & Co
New York
$735K -$80.2K -1,694 -10%
FC
1980
Forte Capital
New York
$733K
HL
1981
HeadInvest LLC
Maine
$732K -$195K -4,116 -21%
BAM
1982
Blueshift Asset Management
New Jersey
$730K +$499K +10,545 +216%
ADMI
1983
Albert D. Mason Inc
Massachusetts
$730K -$3.83K -81 -0.5%
WF
1984
Whelan Financial
California
$728K +$190K +4,007 +35%
BCM
1985
Boreal Capital Management
Florida
$728K +$728K +15,393 New
MCM
1986
MV Capital Management
Maryland
$726K -$12.9K -272 -2%
WFAG
1987
Wescott Financial Advisory Group
Pennsylvania
$725K -$18.2K -384 -2%
WSA
1988
Warm Springs Advisors
California
$722K
BWM
1989
Blossom Wealth Management
California
$722K +$26.7K +565 +4%
LF
1990
Lantz Financial
Illinois
$719K +$23.4K +494 +3%
SAA
1991
Southeast Asset Advisors
Georgia
$717K +$142 +3 +0%
CL
1992
CSS LLC
Illinois
$717K -$108K -2,280 -13%
GFA
1993
Gifford Fong Associates
California
$717K
SIC
1994
Shoker Investment Counsel
Ohio
$716K -$757 -16 -0.1%
AF
1995
Apexium Financial
Texas
$716K +$57.6K +1,217 +9%
PWM
1996
PBMares Wealth Management
Virginia
$716K -$22.1K -466 -3%
MS
1997
Maven Securities
Jersey
$716K -$2.46M -51,944 -77%
LCG
1998
Lakeshore Capital Group
Illinois
$715K -$38.2K -807 -5%
ST
1999
Spinnaker Trust
Maine
$715K +$42.6K +900 +6%
TIA
2000
Tiemann Investment Advisors
California
$715K +$52.5K +1,110 +8%