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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 %
AFG
2151
ABLE Financial Group
Arizona
$589K -$31.5K -665 -5%
MEG
2152
Millstone Evans Group
Colorado
$588K
ETC
2153
Exchange Traded Concepts
Oklahoma
$587K +$325K +6,862 +124%
AWG
2154
Altus Wealth Group
Colorado
$584K -$994 -21 -0.2%
GC
2155
Garde Capital
Washington
$584K +$40.6K +859 +7%
FOA
2156
Five Oceans Advisors
California
$583K +$19.2K +405 +3%
TWM
2157
Tradition Wealth Management
Minnesota
$579K -$1.89K -40 -0.3%
PWP
2158
Phillips Wealth Planners
Mississippi
$578K +$578K +12,268 New
TC
2159
Trilogy Capital
California
$578K +$230K +4,869 +66%
CFG
2160
Copley Financial Group
California
$577K -$52.6K -1,111 -8%
VP
2161
Verum Partners
North Carolina
$577K -$4.4K -93 -0.8%
MEAC
2162
M.E. Allison & Co
Texas
$577K -$32.8K -693 -5%
GDP
2163
Great Diamond Partners
Maine
$576K +$137K +2,896 +31%
SIC
2164
Sigma Investment Counselors
Michigan
$574K +$24.7K +521 +4%
FAIM
2165
Financial Advocates Investment Management
Washington
$574K -$469K -9,918 -45%
CPW
2166
Cove Private Wealth
New York
$574K +$249K +5,263 +77%
SWP
2167
Semus Wealth Partners
Florida
$574K +$46.3K +979 +9%
LPP
2168
Life Planning Partners
Florida
$573K -$29.8K -630 -5%
TWM
2169
Thrive Wealth Management
Pennsylvania
$573K +$16.6K +351 +3%
CA
2170
Crumly & Associates
Illinois
$570K -$90.5K -1,912 -14%
OIA
2171
Optimum Investment Advisors
Illinois
$570K +$284 +6 +0%
RA
2172
Rise Advisors
New York
$569K -$21.4K -453 -4%
FLP
2173
Financial Life Planners
Arizona
$569K -$4.12K -87 -0.7%
TCM
2174
Towercrest Capital Management
Pennsylvania
$569K
TF
2175
Trek Financial
Arizona
$569K -$37.3K -788 -6%