Bank of America Corp. /de/
Bank of America Corporation is one of the world’s leading financial institutions headquartered in Charlotte, NC. Founded in 1904, Bank of America serves individual consumers, small and middle-market businesses, and large corporations with a comprehensive suite of banking, investing, asset management, and other financial and risk management products and services. With approximately 213,000 employees as of March 2025, it operates in the US and over 35 countries globally. Its global wealth and investment management division includes Merrill and the Private Bank, serving affluent and ultra-high-net-worth clients through innovative digital platforms and leading private banking services.
Investment Strategy
Bank of America’s investment approach spans traditional and alternative asset classes, focused on diversified wealth creation for a broad client base. Its strategy provides bespoke solutions in public equities, fixed income, and specialty assets including commercial real estate, farmland, timberland, and energy. The firm’s Specialty Asset Management (SAM) arm emphasizes diversification with real assets to hedge inflation risk and capture long-term value. Merrill and BofA Private Bank deliver high-touch, tech-enabled investing for retail, institutional, and ultra-high-net-worth clients, fostering growth through deep advisory relationships and robust digital platforms.
Top Holdings
Equity Positions (6,502)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.55% | $34.91B | 70,183,587 | $159.42 | $497.41 | +$7.46B |
N NVDA | NVIDIA CORPORATION | 2.33% | $31.87B | 201,700,615 | $50.93 | $157.99 | +$9.13B |
A AAPL | APPLE INC | 1.75% | $23.98B | 116,858,984 | $220.43 | $205.17 | -$3.11B |
V VTV | VANGUARD INDEX FDS | 1.66% | $22.65B | 128,140,618 | $130.41 | $176.74 | +$1.18B |
V VUG | VANGUARD INDEX FDS | 1.58% | $21.65B | 49,386,990 | $203.11 | $438.40 | +$3.65B |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | Bought | Put | $18.74B | 339,677 | $551.64 | $359.44 | +31,581 | +$4.29B |
I IWM | ISHARES TR | Sold | Put | $9.95B | 461,235 | $215.79 | $194.97 | -122,694 | -$1.70B |
S SPY | SPDR S&P 500 ETF TR | Sold | Put | $7.78B | 125,896 | $617.85 | $508.59 | -82,586 | -$3.88B |
N NVDA | NVIDIA CORPORATION | Sold | Put | $6.19B | 391,965 | $157.99 | $95.46 | -87,359.66 | +$997.7M |
N NVDA | NVIDIA CORPORATION | Bought | Call | $4.66B | 295,081 | $157.99 | $132.01 | +156,116.65 | +$3.16B |