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Bank of America

3,169 hedge funds and large institutions have $227B invested in Bank of America in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 1,286 increasing their positions, 1,357 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-61
Holders Change %
-1.89%
% of All Funds
43.04%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
1.47%
New
166
Increased
1,286
Reduced
1,357
Closed
169
Calls
$4.26B
Puts
$6.33B
Net Calls
-$2.07B
Net Calls Change
+$1.24B
Name Holding Trade Value Shares
Change
Shares
Change %
BRG
2076
Bay Rivers Group
Virginia
$577K +$23.4K +560 +4%
TGAM
2077
TBH Global Asset Management
Tennessee
$576K +$126K +3,016 +28%
S
2078
Sunpointe
Missouri
$576K -$31K -742 -5%
BSTWA
2079
Blake Schutter Theil Wealth Advisors
Ohio
$574K -$12.9K -310 -2%
CRWM
2080
Castle Rock Wealth Management
California
$574K +$1.99K +48 +0.3%
SFWA
2081
Summit Financial Wealth Advisors
Louisiana
$573K -$18.4K -441 -3%
FMTC
2082
Farmers & Merchants Trust Company
California
$571K +$5.43K +130 +1%
OA
2083
Oxbow Advisors
Texas
$570K -$53.7K -1,286 -9%
CWA
2084
Crux Wealth Advisors
California
$569K +$196K +4,693 +52%
WPW
2085
Waldron Private Wealth
Pennsylvania
$567K -$4.07M -97,527 -88%
CPBTD
2086
Central Pacific Bank - Trust Division
Hawaii
$567K -$151K -3,622 -21%
CIA
2087
Cladis Investment Advisory
Montana
$566K +$42 +1 +0%
VW
2088
Vance Wealth
California
$566K +$209 +5 +0%
AFAS
2089
Acorn Financial Advisory Services
Virginia
$565K -$86.2K -2,066 -13%
HI
2090
Hudock Inc
Pennsylvania
$564K +$3.17K +76 +0.6%
DA
2091
Drake & Associates
Wisconsin
$564K +$97.2K +2,330 +21%
GP
2092
Guardian Partners
Canada
$564K
PWM
2093
Parkshore Wealth Management
California
$563K +$292 +7 +0.1%
LFP
2094
Lakeshore Financial Planning
Michigan
$563K +$19.6K +470 +4%
HA
2095
Hanover Advisors
South Carolina
$563K
AIM
2096
Acropolis Investment Management
Missouri
$563K -$12.6K -301 -2%
FWSM
2097
First Wilshire Securities Management
California
$562K -$62.1K -1,487 -10%
RCG
2098
Regatta Capital Group
California
$559K +$100K +2,397 +22%
FAG
2099
Fortitude Advisory Group
Washington
$558K -$30.9K -829 -5%
BT
2100
Brandywine Trust
Delaware
$556K