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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 %
TGAM
2101
TBH Global Asset Management
Tennessee
$631K -$170K -2,936 -21%
BT
2102
Brandywine Trust
Delaware
$631K
MHIC
2103
Marble Harbor Investment Counsel
Massachusetts
$629K
Aristotle Capital Management
2104
Aristotle Capital Management
California
$629K
CAM
2105
Clark Asset Management
New Hampshire
$627K +$347K +7,335 +124%
SSWM
2106
Sheets Smith Wealth Management
North Carolina
$625K -$5.02K -106 -0.8%
JFGIW
2107
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$624K -$464K -9,796 -43%
LWL
2108
Leo Wealth LLC
Texas
$624K +$268K +5,669 +75%
VW
2109
Vance Wealth
California
$624K -$18.3K -386 -3%
CWA
2110
Clearview Wealth Advisors
Oregon
$623K -$2.79K -59 -0.4%
DA
2111
Doliver Advisors
Texas
$622K +$622K +13,151 New
NCTC
2112
New Covenant Trust Company
Indiana
$622K +$2.07K +44 +0.3%
TCMP
2113
Thrive Capital Management (Pennsylvania)
Pennsylvania
$622K +$51.3K +1,084 +9%
FNBOH
2114
First National Bank of Hutchinson
Kansas
$621K
DW30
2115
Drucker Wealth 3.0
New Jersey
$620K -$38.6K -824 -6%
LFP
2116
Lakeshore Financial Planning
Michigan
$620K -$18.5K -392 -3%
MLA
2117
My Legacy Advisors
Oregon
$619K +$55.4K +1,180 +10%
HA
2118
Hanover Advisors
South Carolina
$619K -$19.4K -409 -3%
CPBTD
2119
Central Pacific Bank - Trust Division
Hawaii
$619K -$23.3K -493 -4%
SIMG
2120
Sonora Investment Management Group
Arizona
$619K +$238K +5,021 +62%
CIA
2121
Cape Investment Advisory
Georgia
$617K +$22.3K +471 +4%
FTC
2122
Farmers Trust Company
Ohio
$617K -$135K -2,843 -18%
CIC
2123
Crawford Investment Counsel
Georgia
$617K -$6.06K -128 -1%
LAM
2124
Lewis Asset Management
California
$616K +$274K +5,783 +80%
BPW
2125
Bingham Private Wealth
California
$615K -$107K -2,257 -15%