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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
MWM
2501
Maltin Wealth Management
New Jersey
$424K
BWM
2502
BlackDiamond Wealth Management
New York
$424K
UBV
2503
United Bank (Virginia)
Virginia
$424K
MG
2504
Marex Group
$424K
MA
2505
Maxele Advisors
Missouri
$423K
SCP
2506
Seizert Capital Partners
Michigan
$422K
PWSG
2507
Pacific Wealth Strategies Group
California
$422K
MM
2508
MQS Management
New York
$421K
FP
2509
Fiduciary Planning
Florida
$420K
AWA
2510
Amplius Wealth Advisors
Pennsylvania
$419K
LWL
2511
Leo Wealth LLC
Texas
$419K
SWMG
2512
Sard Wealth Management Group
Georgia
$417K
WP
2513
WealthPLAN Partners
Nebraska
$416K
FA
2514
Financial Advisors
Massachusetts
$416K
PWP
2515
Phillips Wealth Planners
Mississippi
$415K
WCG
2516
Weaver Consulting Group
California
$414K
HCA
2517
Heck Capital Advisors
Wisconsin
$414K
BWA
2518
BlueChip Wealth Advisors
Georgia
$414K
RP
2519
Rice Partnership
Hawaii
$414K
AWM
2520
Ameliora Wealth Management
Switzerland
$414K
HBT
2521
Hills Bank & Trust
Iowa
$413K
WSCM
2522
Wellington Shields Capital Management
New York
$413K
SFWC
2523
Strategic Family Wealth Counselors
New Jersey
$413K
PWA
2524
Physician Wealth Advisors
Utah
$412K
HA
2525
HC Advisors
Georgia
$411K