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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
LWL
2526
Leo Wealth LLC
Texas
$419K -$247K -5,069 -38%
SWMG
2527
Sard Wealth Management Group
Georgia
$417K +$120K +2,462 +44%
WP
2528
WealthPLAN Partners
Nebraska
$416K -$77.3K -1,585 -16%
FA
2529
Financial Advisors
Massachusetts
$416K
PWP
2530
Phillips Wealth Planners
Mississippi
$415K -$197K -4,042 -33%
WCG
2531
Weaver Consulting Group
California
$414K +$27.6K +566 +8%
HCA
2532
Heck Capital Advisors
Wisconsin
$414K +$2.1K +43 +0.5%
BWA
2533
BlueChip Wealth Advisors
Georgia
$414K -$38.1K -781 -9%
RP
2534
Rice Partnership
Hawaii
$414K -$2.19K -45 -0.6%
AWM
2535
Ameliora Wealth Management
Switzerland
$414K +$27.3K +560 +8%
HBT
2536
Hills Bank & Trust
Iowa
$413K +$20.5K +420 +6%
WSCM
2537
Wellington Shields Capital Management
New York
$413K
SFWC
2538
Strategic Family Wealth Counselors
New Jersey
$413K
PWA
2539
Physician Wealth Advisors
Utah
$412K +$28.3K +581 +8%
HA
2540
HC Advisors
Georgia
$411K
ACS
2541
Archford Capital Strategies
Illinois
$411K +$19K +389 +5%
CWIG
2542
Chung Wu Investment Group
Texas
$410K
KA
2543
Kozak & Associates
Colorado
$409K +$12.6K +259 +3%
EGM
2544
Engineers Gate Manager
New York
$408K -$15.1M -310,541 -98%
VC
2545
Veracity Capital
Georgia
$408K -$2.24K -46 -0.6%
DWAM
2546
Duncan Williams Asset Management
Tennessee
$407K +$10.6K +218 +3%
WCM
2547
WealthBridge Capital Management
Ohio
$406K +$537 +11 +0.1%
LC
2548
Lavaca Capital
Texas
$406K
RCM
2549
Radnor Capital Management
Pennsylvania
$406K
PK
2550
Pflug Koory
Nebraska
$405K

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.