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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 %
HI
2076
Hudock Inc
Pennsylvania
$646K +$5.73K +121 +0.9%
RWP
2077
Revolve Wealth Partners
New Jersey
$645K -$23.6K -499 -4%
BFC
2078
Bedel Financial Consulting
Indiana
$644K +$7.9K +167 +1%
WPW
2079
Waldron Private Wealth
Pennsylvania
$643K
CIA
2080
Cladis Investment Advisory
Montana
$642K +$47 +1 +0%
BIAS
2081
Beacon Investment Advisory Services
New Jersey
$642K -$116K -2,454 -15%
SWP
2082
Strategic Wealth Partners
Ohio
$640K +$640K +13,524 New
BC
2083
Belmont Capital
California
$639K +$189K +4,000 +42%
TWP
2084
Tyche Wealth Partners
Texas
$639K +$30.4K +642 +5%
PWM
2085
Parkshore Wealth Management
California
$639K +$284 +6 +0%
RCG
2086
Regatta Capital Group
California
$637K +$2.89K +61 +0.5%
FWSM
2087
First Wilshire Securities Management
California
$637K
FSCM
2088
Front Street Capital Management
Montana
$635K -$28.5K -601 -4%
OP
2089
ORG Partners
Indiana
$635K +$46K +956 +8%
PP
2090
Patron Partners
Texas
$634K +$52K +1,099 +9%
TAP
2091
Tounjian Advisory Partners
Florida
$634K -$9.93K -238 -2%
GP
2092
Greenline Partners
New York
$633K -$295K -6,233 -32%
AC
2093
Apella Capital
Connecticut
$633K +$26.1K +536 +4%
WIP
2094
WealthCare Investment Partners
Rhode Island
$633K -$3.18K -65 -0.5%
SAF
2095
Smith Anglin Financial
Texas
$633K +$21.8K +461 +4%
FMTC
2096
Farmers & Merchants Trust Company
California
$633K -$14.5K -307 -2%
WIM
2097
WealthPlan Investment Management
Nebraska
$632K +$66.9K +1,414 +12%
FWI
2098
Facet Wealth Inc
Maryland
$632K +$159K +3,366 +34%
SMC
2099
Smith, Moore & Co
Missouri
$631K +$61.2K +1,293 +11%
QFW
2100
QTR Family Wealth
Florida
$631K +$138K +2,910 +28%