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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 %
CWA
2051
Canvas Wealth Advisors
Kansas
$662K -$6.61K -137 -1%
SMA
2052
Seven Mile Advisory
New Jersey
$661K -$41.5K -876 -6%
FWCM
2053
Ferguson Wellman Capital Management
Oregon
$659K -$315K -6,652 -32%
MSA
2054
Marino Stram & Associates
Massachusetts
$657K +$3.31K +70 +0.5%
WMA
2055
West Michigan Advisors
Michigan
$657K +$399K +8,438 +155%
DWM
2056
Defined Wealth Management
Oregon
$657K -$4.83K -102 -0.7%
RWPA
2057
Richard W. Paul & Associates
Michigan
$656K -$26.7K -565 -4%
BSTWA
2058
Blake Schutter Theil Wealth Advisors
Ohio
$656K +$4.35K +92 +0.7%
KFP
2059
KMG Fiduciary Partners
Ohio
$656K -$31.6K -668 -5%
WBWA
2060
William B. Walkup & Associates
South Carolina
$654K
DCM
2061
Driehaus Capital Management
Illinois
$654K -$320K -6,756 -33%
PCG
2062
PFC Capital Group
California
$654K -$221K -4,667 -25%
EC
2063
EntryPoint Capital
New York
$654K -$25.2K -532 -4%
OL
2064
Optas LLC
Texas
$654K -$56K -1,183 -8%
ZBNA
2065
Zions Bancorporation, National Association
Utah
$654K -$36.2K -766 -5%
WA
2066
Waddell & Associates
Tennessee
$652K +$122K +2,580 +23%
PCA
2067
Prosperity Capital Advisors
Ohio
$652K +$44.3K +936 +7%
GKWIM
2068
Gerber Kawasaki Wealth & Investment Management
California
$652K -$24K -507 -4%
CVM
2069
Cheviot Value Management
California
$651K
BFA
2070
Buttonwood Financial Advisors
Maryland
$650K -$633K -13,379 -49%
BRG
2071
Bay Rivers Group
Virginia
$649K -$4.73K -100 -0.7%
SL
2072
Summitry LLC
California
$648K +$107K +2,253 +20%
IVP
2073
Intrinsic Value Partners
Arizona
$648K -$9.46K -200 -1%
AIM
2074
Acropolis Investment Management
Missouri
$647K +$8.05K +170 +1%
OWA
2075
Outlook Wealth Advisors
Texas
$646K -$14K -295 -2%