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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
AWM
2526
Ameliora Wealth Management
Switzerland
$414K
HBT
2527
Hills Bank & Trust
Iowa
$413K
WSCM
2528
Wellington Shields Capital Management
New York
$413K
SFWC
2529
Strategic Family Wealth Counselors
New Jersey
$413K
PWA
2530
Physician Wealth Advisors
Utah
$412K
HA
2531
HC Advisors
Georgia
$411K
ACS
2532
Archford Capital Strategies
Illinois
$411K
CWIG
2533
Chung Wu Investment Group
Texas
$410K
KA
2534
Kozak & Associates
Colorado
$409K
EGM
2535
Engineers Gate Manager
New York
$408K
VC
2536
Veracity Capital
Georgia
$408K
DWAM
2537
Duncan Williams Asset Management
Tennessee
$407K
WCM
2538
WealthBridge Capital Management
Ohio
$406K
LC
2539
Lavaca Capital
Texas
$406K
RCM
2540
Radnor Capital Management
Pennsylvania
$406K
PK
2541
Pflug Koory
Nebraska
$405K
VCM
2542
Vivaldi Capital Management
Illinois
$404K
PWM
2543
Pines Wealth Management
North Carolina
$404K
WFA
2544
Websterrogers Financial Advisors
South Carolina
$401K
ACP
2545
Arcus Capital Partners
Georgia
$401K
EAM
2546
Everstar Asset Management
North Carolina
$401K
FFC
2547
Frederick Financial Consultants
Maryland
$400K
EM
2548
ELCO Management
New York
$399K
HFP
2549
Holistic Financial Partners
Indiana
$398K
SFG
2550
SNS Financial Group
Minnesota
$397K