BAC icon

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 %
IF
2026
Intrua Financial
Texas
$687K +$113K +2,386 +20%
AP
2027
Atwood & Palmer
Missouri
$687K
S
2028
Sunpointe
Missouri
$686K +$33.5K +707 +5%
GP
2029
Guardian Partners
Canada
$686K +$4.68K +100 +0.7%
PAM
2030
PCG Asset Management
New Jersey
$682K -$16.3K -345 -2%
MCA
2031
Magnolia Capital Advisors
Mississippi
$682K +$1.47K +31 +0.2%
CT
2032
Colonial Trust
South Carolina
$681K -$48.6K -1,028 -7%
LGW
2033
Leslie Global Wealth
Illinois
$679K -$2.93K -62 -0.4%
SW
2034
SlateStone Wealth
Florida
$679K +$3.88K +82 +0.6%
PBF
2035
Petix & Botte Financial
California
$678K
FHC
2036
First Heartland Consultants
Missouri
$678K +$51.7K +1,092 +8%
HC
2037
Hara Capital
Washington
$678K
AWAP
2038
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$677K +$15.5K +328 +2%
HNB
2039
Hilltop National Bank
Wyoming
$675K +$675K +14,265 New
FA
2040
Fountainhead AM
New Jersey
$674K +$5.63K +119 +0.8%
BFG
2041
Berger Financial Group
Minnesota
$672K -$4.31K -91 -0.6%
WDG
2042
Wealth Dimensions Group
Ohio
$672K +$5.16K +109 +0.8%
FFG
2043
Fiduciary Financial Group
California
$669K -$334K -6,930 -33%
PFA
2044
Pathway Financial Advisers
Indiana
$669K +$1.85K +39 +0.3%
VCM
2045
Virtue Capital Management
Tennessee
$667K -$251K -5,305 -27%
TCOT
2046
Trust Company of Toledo
Ohio
$666K +$1.51K +32 +0.2%
KOC
2047
Koss-Olinger Consulting
Florida
$665K -$13.5K -285 -2%
IF
2048
Integrity Financial
Wyoming
$665K +$95 +2 +0%
NFA
2049
Northern Financial Advisors
Michigan
$665K -$16K -338 -2%
CRWM
2050
Castle Rock Wealth Management
California
$663K +$1.95K +41 +0.3%