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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 %
CT
2276
Clearstead Trust
Maine
$503K +$109K +2,304 +28%
SAW
2277
Signal Advisors Wealth
Michigan
$503K -$1.23M -25,897 -71%
BWAM
2278
Boyd Watterson Asset Management
Ohio
$503K +$16.8K +354 +3%
WIM
2279
Warwick Investment Management
Texas
$502K +$138K +2,916 +38%
RA
2280
Riversedge Advisors
Delaware
$502K +$39.8K +841 +9%
ACM
2281
Aster Capital Management
United Arab Emirates
$501K +$501K +10,595 New
HWM
2282
Hemington Wealth Management
Virginia
$501K -$9.03K -191 -2%
MWM
2283
Mindset Wealth Management
Indiana
$501K +$2.46K +52 +0.5%
AFA
2284
Allium Financial Advisors
Oregon
$500K -$18.7K -395 -4%
DIM
2285
Delta Investment Management
California
$500K +$284 +6 +0.1%
FCMC
2286
Founders Capital Management (Connecticut)
Connecticut
$497K
CWM
2287
Cahaba Wealth Management
Georgia
$497K -$56.5K -1,194 -10%
TWA
2288
TCI Wealth Advisors
Arizona
$496K -$75.5K -1,596 -13%
AWM
2289
Ariadne Wealth Management
California
$496K +$28K +592 +6%
VFP
2290
Verus Financial Partners
Virginia
$496K
VST
2291
Van Strum & Towne
California
$496K -$4.5K -95 -0.9%
CAC
2292
Certified Advisory Corp
Florida
$494K +$2.13K +45 +0.4%
BGAI
2293
Bruce G. Allen Investments
Colorado
$493K +$37.3K +789 +8%
PCM
2294
Park Capital Management
Wisconsin
$492K -$55K -1,162 -10%
CFG
2295
Carr Financial Group
Massachusetts
$491K +$331 +7 +0.1%
BAM
2296
Brave Asset Management
New Jersey
$491K
TCPW
2297
Twin City Private Wealth
North Carolina
$489K -$47.9K -1,013 -9%
ABWM
2298
Alpine Bank Wealth Management
Colorado
$489K -$17.3K -365 -3%
SAMT
2299
Select Asset Management & Trust
Pennsylvania
$488K
FA
2300
FDx Advisors
Illinois
$488K +$9.8K +207 +2%