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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 %
BMC
2001
Benin Management Corp
Connecticut
$714K +$164K +3,467 +30%
TC
2002
TAGStone Capital
North Carolina
$713K +$51.5K +1,120 +8%
ZIG
2003
Zuckerman Investment Group
Illinois
$713K
MAG
2004
M3 Advisory Group
Massachusetts
$712K +$36.1K +762 +5%
FMN
2005
Financial Management Network
California
$712K +$14.5K +296 +2%
AFG
2006
Altiora Financial Group
Ohio
$710K
LWA
2007
Lantern Wealth Advisors
New York
$710K +$710K +15,001 New
PI
2008
Parkside Investments
Illinois
$710K -$473K -10,000 -40%
HAM
2009
Hedges Asset Management
Nevada
$710K -$426K -9,000 -38%
CCA
2010
Catalyst Capital Advisors
New York
$708K +$235K +4,956 +50%
GAM
2011
Gemmer Asset Management
California
$707K +$109K +2,311 +18%
FAG
2012
Fortitude Advisory Group
Washington
$702K -$4.54K -96 -0.6%
CCA
2013
Childress Capital Advisors
Texas
$702K +$12.1K +255 +2%
CCA
2014
Coign Capital Advisors
Utah
$701K +$14.4K +305 +2%
BEAM
2015
Baker Ellis Asset Management
Washington
$697K -$71K -1,500 -9%
CSB
2016
City State Bank
Iowa
$696K
SPWM
2017
Spartan Planning & Wealth Management
North Carolina
$695K +$338K +7,144 +95%
NHT
2018
New Hampshire Trust
New Hampshire
$694K
AWP
2019
Ascent Wealth Partners
New York
$693K -$106K -2,239 -13%
ALC
2020
Alexander Labrunerie & Co
Missouri
$691K +$1.8K +38 +0.3%
NWAG
2021
Net Worth Advisory Group
Utah
$691K +$221K +4,661 +47%
ABLA
2022
Alan B. Lancz & Associates
Ohio
$690K
SWA
2023
SOA Wealth Advisors
New York
$689K -$15K -317 -2%
MCA
2024
MSH Capital Advisors
Arizona
$688K +$24.7K +521 +4%
FFG
2025
Frisch Financial Group
New York
$688K +$568 +12 +0.1%