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Bank of America

3,325 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 217 funds opening new positions, 1,381 increasing their positions, 1,296 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 72.91%73.66% (+0.75%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.38B | Put options by funds: $8.38B

Holders
3,325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.38B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$2.08B
2 +$1.03B
3 +$864M
4
Citigroup
Citigroup
New York
+$757M
5
Capital World Investors
Capital World Investors
California
+$737M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
2476
Traveka Wealth
California
$440K
HFS
2477
Howard Financial Services
Texas
$439K
SP
2478
Successful Portfolios
Florida
$436K
HAS
2479
HBW Advisory Services
California
$436K
SWA
2480
SFMG Wealth Advisors
Texas
$435K
BBW
2481
Blue Barn Wealth
Utah
$434K
AC
2482
Addison Capital
Pennsylvania
$433K
RE
2483
Rydar Equities
Texas
$433K
QFA
2484
Quantum Financial Advisors
California
$433K
SP
2485
Stablepoint Partners
Massachusetts
$432K
WCFA
2486
Walkner Condon Financial Advisors
Wisconsin
$432K
FAT
2487
First American Trust
California
$432K
WCP
2488
Wealthcare Capital Partners
Pennsylvania
$431K
WA
2489
Wealthstream Advisors
New York
$431K
BP
2490
BBR Partners
New York
$431K
NFG
2491
Nadler Financial Group
Illinois
$431K
IAG
2492
Investment Advisory Group
Massachusetts
$430K
ONSWM
2493
Old North State Wealth Management
North Carolina
$430K
SC
2494
Stance Capital
Massachusetts
$428K
KCP
2495
Kera Capital Partners
California
$428K
CST
2496
Charles Schwab Trust
Nevada
$427K
AWM
2497
Allen Wealth Management
North Carolina
$426K
EWM
2498
Evermay Wealth Management
Virginia
$426K
NF
2499
Nvest Financial
New Hampshire
$426K
SP
2500
Sequent Planning
Nebraska
$425K