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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
FAT
2501
First American Trust
California
$432K -$41.2K -844 -9%
WCP
2502
Wealthcare Capital Partners
Pennsylvania
$431K -$829 -17 -0.2%
WA
2503
Wealthstream Advisors
New York
$431K +$7.76K +159 +2%
BP
2504
BBR Partners
New York
$431K +$14.6K +299 +4%
NFG
2505
Nadler Financial Group
Illinois
$431K -$8.78K -180 -2%
IAG
2506
Investment Advisory Group
Massachusetts
$430K -$244 -5 -0.1%
ONSWM
2507
Old North State Wealth Management
North Carolina
$430K +$2.19K +45 +0.5%
MWA
2508
Medallion Wealth Advisors
Connecticut
$429K +$2.78K +57 +0.7%
SC
2509
Stance Capital
Massachusetts
$428K -$446K -9,135 -52%
KCP
2510
Kera Capital Partners
California
$428K +$134K +2,742 +49%
CST
2511
Charles Schwab Trust
Nevada
$427K -$161K -3,307 -29%
AWM
2512
Allen Wealth Management
North Carolina
$426K -$19.5K -400 -5%
EWM
2513
Evermay Wealth Management
Virginia
$426K -$45.1K -924 -10%
NF
2514
Nvest Financial
New Hampshire
$426K +$72.5K +1,487 +22%
SP
2515
Sequent Planning
Nebraska
$425K -$2.54K -52 -0.6%
MWM
2516
Maltin Wealth Management
New Jersey
$424K +$1.95K +40 +0.5%
BWM
2517
BlackDiamond Wealth Management
New York
$424K +$3.51K +72 +0.9%
UBV
2518
United Bank (Virginia)
Virginia
$424K +$8.98K +184 +2%
MG
2519
Marex Group
$424K +$400K +8,209 New
MA
2520
Maxele Advisors
Missouri
$423K
SCP
2521
Seizert Capital Partners
Michigan
$422K -$46.7M -956,356 -99%
PWSG
2522
Pacific Wealth Strategies Group
California
$422K +$30.3K +622 +8%
MM
2523
MQS Management
New York
$421K +$398K +8,164 New
FP
2524
Fiduciary Planning
Florida
$420K -$100K -2,052 -20%
AWA
2525
Amplius Wealth Advisors
Pennsylvania
$419K -$155K -3,178 -28%

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.