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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 %
EWS
2376
Eagle Wealth Strategies
New Jersey
$443K +$13.7K +290 +3%
CW
2377
Channel Wealth
California
$443K -$8.09K -171 -2%
SF
2378
Symphony Financial
Texas
$443K +$443K +6,770 New
Fiera Capital (Canada)
2379
Fiera Capital (Canada)
Quebec, Canada
$442K +$442K +9,347 New
KW
2380
KWB Wealth
California
$441K +$1.71K +41 +0.4%
IA
2381
Integrity Alliance
Iowa
$441K -$277K -5,857 -39%
DJSG
2382
D.J. St. Germain
Massachusetts
$440K -$24.1K -510 -5%
RFO
2383
RiverGlades Family Offices
Florida
$440K -$94.6K -2,000 -18%
KF
2384
KKM Financial
Illinois
$440K
RCM
2385
Raleigh Capital Management
North Carolina
$439K -$31.6K -667 -7%
AIM
2386
Alhambra Investment Management
Florida
$439K +$41.3K +873 +10%
PFWA
2387
Paces Ferry Wealth Advisors
Georgia
$439K -$10.9K -231 -2%
CFC
2388
Coyle Financial Counsel
Illinois
$439K +$2.51K +53 +0.6%
LCC
2389
Lincoln Capital Corp
Rhode Island
$438K -$45.8K -967 -9%
AWP
2390
Axis Wealth Partners
Rhode Island
$438K +$38.3K +809 +10%
GWM
2391
GSB Wealth Management
Connecticut
$438K +$16.6K +351 +4%
BSG
2392
Black Swift Group
Colorado
$438K -$13.7K -290 -3%
CAG
2393
Centerpoint Advisory Group
Kansas
$436K +$30.1K +636 +7%
FAT
2394
First American Trust
California
$436K +$108K +2,274 +33%
SAM
2395
Strive Asset Management
Ohio
$434K -$237K -4,998 -35%
EWM
2396
Evermay Wealth Management
Virginia
$434K +$22.3K +471 +5%
LCWP
2397
Legacy Capital Wealth Partners
Arkansas
$434K +$19.9K +420 +5%
MAG
2398
Mayfair Advisory Group
Alabama
$434K -$176K -3,818 -29%
DWP
2399
Destiny Wealth Partners
Florida
$434K +$118K +2,497 +37%
NEPPG
2400
New England Professional Planning Group
Rhode Island
$432K