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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 %
RBC
2451
Romano Brothers & Co
Illinois
$407K -$43K -909 -10%
TSMHT
2452
Thurston Springer Miller Herd & Titak
Indiana
$406K -$38K -802 -9%
SWM
2453
Segment Wealth Management
Texas
$405K +$8.19K +173 +2%
HCM
2454
Hengehold Capital Management
Ohio
$405K +$27.6K +584 +7%
BFA
2455
Beacon Financial Advisory
Ohio
$405K +$46.8K +988 +13%
NFG
2456
Nadler Financial Group
Illinois
$403K +$47 +1 +0%
AG
2457
AmeriFlex Group
Nevada
$402K -$54.3K -1,145 -12%
TFA
2458
Transamerica Financial Advisors
Florida
$399K -$25.3K -535 -6%
SWA
2459
SFMG Wealth Advisors
Texas
$398K -$109K -2,305 -22%
TW
2460
Traveka Wealth
California
$398K -$182K -3,851 -31%
BWA
2461
Blodgett Wealth Advisors
California
$398K -$33.4K -706 -8%
APWA
2462
Atlas Private Wealth Advisors
New Jersey
$397K -$15.3K -324 -4%
QFA
2463
Quantum Financial Advisors
California
$397K +$3.17K +67 +0.8%
WCP
2464
Wealthcare Capital Partners
Pennsylvania
$396K +$33.8K +714 +9%
SP
2465
Stablepoint Partners
Massachusetts
$396K -$35.5K -750 -8%
FTA
2466
Financial & Tax Architects
Missouri
$395K +$6.39K +135 +2%
IAG
2467
Investment Advisory Group
Massachusetts
$395K +$25.6K +541 +7%
FCA
2468
Fortis Capital Advisors
Kansas
$395K -$40.2K -850 -9%
SP
2469
Successful Portfolios
Florida
$395K -$946 -20 -0.2%
WW
2470
Westshore Wealth
California
$394K -$5.82K -123 -1%
WCFA
2471
Walkner Condon Financial Advisors
Wisconsin
$394K +$46.3K +979 +13%
HFS
2472
Howard Financial Services
Texas
$393K +$29.2K +617 +8%
MHC
2473
May Hill Capital
Massachusetts
$393K +$15.3K +323 +4%
SP
2474
Sequent Planning
Nebraska
$392K +$5.87K +124 +2%
ONSWM
2475
Old North State Wealth Management
North Carolina
$392K +$2.13K +45 +0.5%