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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 %
TWM
2401
TCFG Wealth Management
California
$432K -$16.1K -341 -4%
OFO
2402
OneAscent Family Office
Alabama
$431K -$429K -9,059 -50%
CHA
2403
Cooper/Haims Advisors
New York
$431K +$95 +2 +0%
GFG
2404
Greystone Financial Group
Michigan
$431K
OPPS
2405
Obsidian Personal Planning Solutions
Maryland
$430K +$47 +1 +0%
HCA
2406
Hyperion Capital Advisors
New York
$430K
SIM
2407
SSI Investment Management
California
$428K -$358K -7,555 -46%
LGA
2408
Lebenthal Global Advisors
New York
$428K +$32.7K +690 +8%
PAG
2409
Poinciana Advisors Group
Florida
$426K +$5.58K +118 +1%
JCM
2410
Jag Capital Management
Missouri
$426K +$48.3K +1,021 +13%
TA
2411
TrueWealth Advisors
Alabama
$426K -$331 -7 -0.1%
FDS
2412
Freedom Day Solutions
Texas
$426K
TA
2413
Townsend & Associates
Colorado
$425K
EWS
2414
Evergreen Wealth Solutions
Pennsylvania
$425K +$237 +5 +0.1%
SPI
2415
Sutton Place Investors
New York
$424K +$23.6K +499 +6%
PCMF
2416
Private Capital Management (Florida)
Florida
$424K +$47 +1 +0%
FSA
2417
Franklin Street Advisors
North Carolina
$423K -$96.6K -2,040 -19%
IWA
2418
Inspirion Wealth Advisors
Illinois
$422K -$521K -11,012 -55%
HFP
2419
Holistic Financial Partners
Indiana
$422K +$422K +8,927 New
BTWM
2420
Brass Tax Wealth Management
Ohio
$421K +$83.6K +1,767 +25%
LCOV
2421
London Company of Virginia
Virginia
$421K
FBT
2422
First Bank & Trust
South Dakota
$421K +$48.7K +1,029 +13%
RHAM
2423
Round Hill Asset Management
California
$420K -$10.7K -226 -2%
MHR
2424
Matthew Hamilton Rosenberg
$420K -$41K -867 -9%
AFT
2425
Alpha Family Trust
California
$419K +$419K +8,860 New