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Bank of America

3,343 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 1,386 increasing their positions, 1,305 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.76% more ownership

Funds ownership: 72.91%73.67% (+0.76%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

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

Holders
3,343
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
$5.39B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$1.96B
2 +$973M
3 +$817M
4
Citigroup
Citigroup
New York
+$716M
5
Capital World Investors
Capital World Investors
California
+$696M
Name Holding Trade Value Shares
Change
Change in
Stake
KCP
2501
Kera Capital Partners
California
$428K
CST
2502
Charles Schwab Trust
Nevada
$427K
AWM
2503
Allen Wealth Management
North Carolina
$426K
EWM
2504
Evermay Wealth Management
Virginia
$426K
NF
2505
Nvest Financial
New Hampshire
$426K
SP
2506
Sequent Planning
Nebraska
$425K
MWM
2507
Maltin Wealth Management
New Jersey
$424K
BWM
2508
BlackDiamond Wealth Management
New York
$424K
UBV
2509
United Bank (Virginia)
Virginia
$424K
MG
2510
Marex Group
$424K
MA
2511
Maxele Advisors
Missouri
$423K
SCP
2512
Seizert Capital Partners
Michigan
$422K
PWSG
2513
Pacific Wealth Strategies Group
California
$422K
MM
2514
MQS Management
New York
$421K
FP
2515
Fiduciary Planning
Florida
$420K
AWA
2516
Amplius Wealth Advisors
Pennsylvania
$419K
LWL
2517
Leo Wealth LLC
Texas
$419K
SWMG
2518
Sard Wealth Management Group
Georgia
$417K
WP
2519
WealthPLAN Partners
Nebraska
$416K
FA
2520
Financial Advisors
Massachusetts
$416K
PWP
2521
Phillips Wealth Planners
Mississippi
$415K
WCG
2522
Weaver Consulting Group
California
$414K
HCA
2523
Heck Capital Advisors
Wisconsin
$414K
BWA
2524
BlueChip Wealth Advisors
Georgia
$414K
RP
2525
Rice Partnership
Hawaii
$414K