BAC icon

Bank of America

3,289 hedge funds and large institutions have $260B invested in Bank of America in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,365 increasing their positions, 1,303 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.32% more ownership

Funds ownership: 71.59%72.91% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 1,365 | Existing positions reduced: 1,303

36% less call options, than puts

Call options by funds: $5B | Put options by funds: $7.81B

Holders
3,289
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
129
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5B
Puts
$7.81B
Net Calls
Net Calls Change

Top Buyers

1 +$913M
2 +$551M
3 +$470M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$463M
5
Goldman Sachs
Goldman Sachs
New York
+$446M

Top Sellers

1 -$1.24B
2 -$823M
3 -$785M
4
Millennium Management
Millennium Management
New York
-$675M
5
Franklin Resources
Franklin Resources
California
-$596M
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
2451
Southland Equity Partners
Missouri
$416K
CCA
2452
Carrera Capital Advisors
Michigan
$415K
WKWM
2453
Walter & Keenan Wealth Management
Indiana
$415K
PA
2454
Promethium Advisors
Maryland
$414K
BC
2455
Brio Consultants
California
$413K
AFP
2456
Alpha Financial Partners
Kentucky
$413K
ECA
2457
Elevated Capital Advisors
Utah
$412K
CFO
2458
CVA Family Office
Colorado
$412K
VC
2459
Vicus Capital
Pennsylvania
$412K
FWM
2460
FMB Wealth Management
California
$411K
AWM
2461
Allen Wealth Management
North Carolina
$410K
TT
2462
TI-Trust
Illinois
$409K
PA
2463
Perennial Advisors
New York
$409K
CWA
2464
Consilio Wealth Advisors
Washington
$409K
FF
2465
Francis Financial
$408K
CCP
2466
Clarity Capital Partners
California
$408K
MFGP
2467
Marshall Financial Group (Pennsylvania)
Pennsylvania
$407K
CAS
2468
CTC Alternative Strategies
Illinois
$407K
RBC
2469
Romano Brothers & Co
Illinois
$407K
TSMHT
2470
Thurston Springer Miller Herd & Titak
Indiana
$406K
SWM
2471
Segment Wealth Management
Texas
$405K
BI
2472
Ballast Inc
Kentucky
$405K
HCM
2473
Hengehold Capital Management
Ohio
$405K
BFA
2474
Beacon Financial Advisory
Ohio
$405K
NFG
2475
Nadler Financial Group
Illinois
$403K