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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 %
SWM
2126
Selective Wealth Management
Virginia
$609K -$26.7K -569 -4%
CNBTD
2127
Citizens National Bank Trust Department
Mississippi
$608K
AFG
2128
Albion Financial Group
Utah
$607K
AA
2129
Argent Advisors
Louisiana
$606K -$106K -2,233 -15%
EA
2130
Ergawealth Advisors
Illinois
$606K
SLA
2131
Silver Lake Advisory
Utah
$604K +$3.27K +69 +0.5%
NWA
2132
Navis Wealth Advisors
New York
$604K +$21K +443 +4%
CH
2133
Cromwell Holdings
Wyoming
$602K -$420K -8,874 -41%
GSIAS
2134
Garden State Investment Advisory Services
New Jersey
$600K +$2.79K +59 +0.5%
ATC
2135
Adirondack Trust Company
New York
$598K -$14.3K -302 -2%
FPL
2136
Fortress Private Ledger
North Carolina
$598K +$246K +5,204 +70%
RWP
2137
Ridgecrest Wealth Partners
California
$597K -$59.9K -1,265 -9%
GPA
2138
Guidance Point Advisors
Massachusetts
$596K +$2.32K +49 +0.4%
JWM
2139
JGP Wealth Management
Oregon
$596K +$899 +19 +0.2%
SCA
2140
Sage Capital Advisors
South Dakota
$594K +$44.5K +940 +8%
AWM
2141
Aberdeen Wealth Management
Illinois
$594K
ESB
2142
Essex Savings Bank
Connecticut
$593K +$160K +3,373 +37%
PSF
2143
Pacific Sun Financial
California
$592K
AFAS
2144
Acorn Financial Advisory Services
Virginia
$592K -$49K -1,035 -8%
NA
2145
Navellier & Associates
Nevada
$592K
BDFN
2146
Bond & Devick Financial Network
Minnesota
$591K -$76.3K -1,612 -11%
MBFW
2147
Morton Brown Family Wealth
Pennsylvania
$591K
AWM
2148
Activest Wealth Management
Florida
$591K -$994 -21 -0.2%
SEIA
2149
Signature Estate & Investment Advisors
California
$590K +$33.2K +701 +6%
VHAM
2150
Van Hulzen Asset Management
California
$590K +$164K +3,459 +38%