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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 %
CWA
2326
Consilium Wealth Advisory
Texas
$470K
DIP
2327
DT Investment Partners
Pennsylvania
$469K -$4.73K -100 -1%
SSW
2328
Stone Summit Wealth
Florida
$468K
ACA
2329
Affinity Capital Advisors
California
$467K +$18.9K +400 +4%
CWM
2330
Centurion Wealth Management
Virginia
$467K +$10.6K +225 +2%
MCP
2331
Mirador Capital Partners
California
$467K +$73.3K +1,550 +19%
ICP
2332
Impact Capital Partners
Colorado
$466K +$11.9K +252 +3%
TWM
2333
Triton Wealth Management
Arizona
$466K +$466K +9,626 New
RMP
2334
Richards, Merrill & Peterson
Washington
$465K -$28.4K -600 -6%
AWMG
2335
Alliance Wealth Management Group
New Jersey
$465K
BWFA
2336
Baltimore-Washington Financial Advisors
Maryland
$464K -$7.48K -158 -2%
PAG
2337
Powers Advisory Group
Illinois
$464K +$31.6K +668 +7%
FPCP
2338
Fort Point Capital Partners
California
$463K +$71.8K +1,517 +18%
TCM
2339
Tradewinds Capital Management
Washington
$463K +$47 +1 +0%
SFC
2340
SYM Financial Corp
Indiana
$461K -$304K -6,417 -40%
BAM
2341
BOS Asset Management
Illinois
$461K +$189 +4 +0%
PP
2342
Postrock Partners
Oregon
$460K +$21.3K +450 +5%
WAM
2343
Walker Asset Management
Missouri
$460K -$4.92K -104 -1%
ARG
2344
Advisory Resource Group
Oklahoma
$458K +$458K +9,687 New
FG
2345
Foster Group
Iowa
$458K -$93.2K -1,969 -17%
AWAU
2346
Alliance Wealth Advisors (Utah)
Utah
$458K +$85.7K +1,811 +23%
1IA
2347
1834 Investment Advisors
Wisconsin
$458K +$166K +3,500 +57%
BHA
2348
Beech Hill Advisors
New York
$457K -$23.7K -500 -5%
JLBC
2349
J.L. Bainbridge & Co
Florida
$457K -$521 -11 -0.1%
WP
2350
WealthPLAN Partners
Nebraska
$457K +$18.9K +399 +4%