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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 %
KAM
2201
Kazazian Asset Management
Florida
$554K -$197K -4,164 -26%
SAM
2202
Sawgrass Asset Management
Florida
$554K -$25.2K -532 -4%
OHWP
2203
Oak Harbor Wealth Partners
North Carolina
$553K
RFP
2204
Root Financial Partners
California
$553K +$210K +4,433 +61%
WAG
2205
Wallace Advisory Group
California
$552K -$6.84K -164 -1%
TWP
2206
Triad Wealth Partners
Kansas
$552K -$931K -19,671 -63%
TIA
2207
Traphagen Investment Advisors
New Jersey
$552K -$13.5K -285 -2%
NMG
2208
New Millennium Group
Utah
$550K -$60.8K -1,285 -10%
CIC
2209
Chilton Investment Company
Connecticut
$550K +$296K +6,257 +117%
CG
2210
Curat Global
New Hampshire
$550K +$138K +2,925 +34%
MG
2211
McHugh Group
Ohio
$548K
CST
2212
Charles Schwab Trust
Nevada
$548K +$157K +3,310 +40%
LWP
2213
LMG Wealth Partners
Louisiana
$548K +$1.18K +25 +0.2%
KFA
2214
Kapstone Financial Advisors
Ohio
$546K -$5.68K -120 -1%
JC
2215
JB Capital
Connecticut
$546K -$22.1K -466 -4%
MCM
2216
Morton Capital Management
California
$545K -$9.46K -200 -2%
BCA
2217
Bay Capital Advisors
Virginia
$545K -$6.53K -138 -1%
PSP
2218
Pacific Sage Partners
Washington
$544K +$7.29K +154 +1%
BWM
2219
Baron Wealth Management
Michigan
$543K -$63.2K -1,335 -10%
TWA
2220
Tandem Wealth Advisors
Arizona
$542K +$77.7K +1,642 +17%
BI
2221
Bradyco Inc
Massachusetts
$542K
PCM
2222
Prelude Capital Management
New York
$542K +$72.4K +1,530 +15%
WCM
2223
Weik Capital Management
Pennsylvania
$541K +$2.51K +53 +0.5%
ACM
2224
Arcataur Capital Management
Wisconsin
$541K -$1.66K -35 -0.3%
TFG
2225
Tilson Financial Group
New Jersey
$540K -$8.56K -181 -2%