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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 %
PS
2301
Planned Solutions
California
$488K +$13.5K +285 +3%
JWBC
2302
J.W. Burns & Co
New York
$488K -$55K -1,163 -10%
CM
2303
Cornerstone Management
Georgia
$487K
OBWG
2304
Onyx Bridge Wealth Group
New York
$484K -$3.17K -67 -0.7%
FCM
2305
Fogel Capital Management
Florida
$484K -$14.5M -306,676 -97%
SA
2306
Sovran Advisors
California
$483K +$99K +2,099 +26%
ISFAN
2307
Investor's Fiduciary Advisor Network
Washington
$483K +$483K +10,222 New
FP
2308
Fiduciary Planning
Florida
$483K
BSHC
2309
Breed's Hill Capital
Massachusetts
$481K +$3.45K +73 +0.7%
SLC
2310
Second Line Capital
Louisiana
$480K -$7.67K -162 -2%
BWG
2311
Beta Wealth Group
California
$479K -$14.9K -315 -3%
SBF
2312
Sara-Bay Financial
Florida
$478K
LI
2313
LifeWealth Investments
Florida
$477K +$34.8K +736 +8%
MA
2314
MKT Advisors
California
$476K +$3.23K +67 +0.7%
MSR
2315
Main Street Research
Connecticut
$476K -$228K -4,822 -32%
BFIM
2316
Beese Fulmer Investment Management
Ohio
$475K +$66.5K +1,405 +16%
NFSG
2317
Newbridge Financial Services Group
Florida
$475K +$208K +4,391 +78%
DLCIG
2318
D.L. Carlson Investment Group
New Hampshire
$474K -$3.36K -71 -0.7%
CCA
2319
Cottonwood Capital Advisors
Utah
$474K -$2.41K -51 -0.5%
NG
2320
Novem Group
New York
$473K +$20.8K +440 +5%
RWI
2321
Red Wave Investments
Pennsylvania
$473K
GG
2322
Greenwood Gearhart
Arkansas
$473K -$34K -719 -7%
RWS
2323
Resolute Wealth Strategies
Mississippi
$471K -$9.61K -203 -2%
FFA
2324
Fi3 Financial Advisors
Indiana
$471K -$142 -3 -0%
JCM
2325
Jacobsen Capital Management
Utah
$470K +$25.5K +538 +6%