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Bank of America

3,360 hedge funds and large institutions have $282B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 222 funds opening new positions, 1,394 increasing their positions, 1,310 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 126

8% more capital invested

Capital invested by funds: $260B → $282B (+$21.5B)

1% more funds holding

Funds holding: 3,3153,360 (+45)

6% more repeat investments, than reductions

Existing positions increased: 1,394 | Existing positions reduced: 1,310

0.76% more ownership

Funds ownership: 72.99%73.75% (+0.76%)

12% less funds holding in top 10

Funds holding in top 10: 130115 (-15)

36% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $8.38B

Holders
3,360
Holders Change
+45
Holders Change %
+1.36%
% of All Funds
44.09%
Holding in Top 10
115
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-11.54%
% of All Funds
1.51%
New
222
Increased
1,394
Reduced
1,310
Closed
126
Calls
$5.39B
Puts
$8.38B
Net Calls
-$2.99B
Net Calls Change
-$178M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
2476
Crumly & Associates
Illinois
$447K -$164K -3,369 -28%
SAM
2477
Strive Asset Management
Ohio
$447K -$25.5K -522 -6%
MFGP
2478
Marshall Financial Group (Pennsylvania)
Pennsylvania
$447K +$2.15K +44 +0.5%
RYIA
2479
Roehl & Yi Investment Advisors
Oregon
$446K -$1.12K -23 -0.3%
TT
2480
TI-Trust
Illinois
$446K
JTWM
2481
Jackson Thornton Wealth Management
Alabama
$445K +$169K +3,456 +63%
LWM
2482
LeConte Wealth Management
Tennessee
$445K +$78.2K +1,602 +23%
RBC
2483
Romano Brothers & Co
Illinois
$444K
EL
2484
EWA LLC
Pennsylvania
$442K +$21.8K +447 +5%
SWM
2485
Segment Wealth Management
Texas
$442K
PA
2486
Perennial Advisors
New York
$442K -$3.66K -75 -0.9%
BI
2487
Ballast Inc
Kentucky
$442K
DI
2488
DDFG Inc
California
$441K +$36.9K +757 +10%
RCM
2489
Raleigh Capital Management
North Carolina
$440K -$36.5K -748 -8%
TW
2490
Traveka Wealth
California
$440K +$5.61K +115 +1%
HFS
2491
Howard Financial Services
Texas
$439K +$10K +205 +2%
SP
2492
Successful Portfolios
Florida
$436K +$5.85K +120 +1%
HAS
2493
HBW Advisory Services
California
$436K -$53.5K -1,097 -11%
SWA
2494
SFMG Wealth Advisors
Texas
$435K +$781 +16 +0.2%
BBW
2495
Blue Barn Wealth
Utah
$434K +$17.9K +366 +5%
AC
2496
Addison Capital
Pennsylvania
$433K -$126K -2,586 -24%
RE
2497
Rydar Equities
Texas
$433K -$14K -286 -3%
QFA
2498
Quantum Financial Advisors
California
$433K
SP
2499
Stablepoint Partners
Massachusetts
$432K
WCFA
2500
Walkner Condon Financial Advisors
Wisconsin
$432K +$2.29K +47 +0.6%

BAC Hedge Fund Activity: Q3 2025 in Review

3,360 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2025, worth a combined $282B — up 8.2% from $260B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new BAC positions and 126 closed out — a net gain of 96 holders — while 1,394 added to existing stakes and 1,310 trimmed.

The largest buyer was UBS AM, adding an estimated $1.96B. The largest seller was Berkshire Hathaway, cutting an estimated $1.81B.

  • 3,360 institutional investors held Bank of America (BAC) as of Q3 2025, up from 3,315 in Q2 2025.
  • Funds reported $282B of Bank of America stock for Q3 2025, up 8.2% quarter-over-quarter.
  • 222 funds opened new Bank of America positions in Q3 2025 and 126 closed out, a net change of +96 holders.
  • The largest Bank of America buyer in Q3 2025 was UBS AM, an estimated $1.96B added.
  • The largest Bank of America seller in Q3 2025 was Berkshire Hathaway, an estimated $1.81B sold.

Based on aggregated 13F filings for Q3 2025.