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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, 1,393 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: 1,393 | 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
1,393
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
RFS
2601
Richardson Financial Services
Massachusetts
$374K +$24.3K +498 +7%
MHWM
2602
Montz Harcus Wealth Management
Louisiana
$373K +$17.2K +352 +5%
SL
2603
Sentry LLC
Tennessee
$373K
PCM
2604
Pennsylvania Capital Management
Pennsylvania
$373K +$3.46K +71 +1%
PFA
2605
Pinnacle Family Advisors
Missouri
$373K +$2.59K +53 +0.7%
LFG
2606
Lockerman Financial Group
California
$372K -$43.7K -896 -11%
CDWM
2607
Campbell Deegan Wealth Management
Virginia
$372K -$30.3K -621 -8%
RRA
2608
Round Rock Advisors
Connecticut
$371K
4WM
2609
49 Wealth Management
Texas
$371K -$2.68K -55 -0.8%
WFS
2610
Widmann Financial Services
Maryland
$370K
ASG
2611
Ariston Services Group
California
$370K
MAA
2612
Mraz Amerine & Associates
California
$369K
KIA
2613
Kraematon Investment Advisors
Massachusetts
$369K +$1.61K +33 +0.5%
SHFA
2614
SC&H Financial Advisors
Maryland
$368K -$45.7K -936 -12%
MCCA
2615
Mill Creek Capital Advisors
Pennsylvania
$368K +$2.15K +44 +0.6%
BFS
2616
BridgePort Financial Solutions
Iowa
$368K +$293 +6 +0.1%
RRWA
2617
Rainey & Randall Wealth Advisors
Florida
$367K +$732 +15 +0.2%
LJCM
2618
Lee Johnson Capital Management
Texas
$367K +$6.39K +131 +2%
NPFS
2619
Novak & Powell Financial Services
Florida
$367K -$3.42K -70 -1%
BFF
2620
Byrne Financial Freedom
Massachusetts
$367K +$390 +8 +0.1%
PWS
2621
Proactive Wealth Strategies
Georgia
$367K +$3.46K +71 +1%
BCMLT
2622
Beacon Capital Management LLC (Tennessee)
Tennessee
$366K -$2.19K -45 -0.6%
PAG
2623
Paladin Advisory Group
Iowa
$366K
SCG
2624
Sonata Capital Group
Washington
$366K
AAS
2625
AdviceOne Advisory Services
Connecticut
$366K +$49 +1 +0%

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 1,393 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.