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Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
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
$5.36B
Puts
$8.35B
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
BWA
2651
Blodgett Wealth Advisors
California
$341K
CWM
2652
CCG Wealth Management
California
$340K
OIS
2653
OneAscent Investment Solutions
Alabama
$340K
ECM
2654
Elgethun Capital Management
South Dakota
$340K
RHAM
2655
Round Hill Asset Management
California
$339K
CNWM
2656
Clay Northam Wealth Management
California
$338K
CCS
2657
Concentric Capital Strategies
Connecticut
$338K
VAMG
2658
Voisard Asset Management Group
Michigan
$338K
CIS
2659
Custom Index Systems
New York
$337K
CG
2660
Clarus Group
Texas
$337K
NQWM
2661
Northwest Quadrant Wealth Management
Oregon
$337K
HAIM
2662
Hunter Associates Investment Management
Pennsylvania
$337K
MFS
2663
Madrona Financial Services
Washington
$337K
OPWM
2664
Oxinas Partners Wealth Management
Indiana
$336K
FWP
2665
Fiduciary Wealth Partners
Massachusetts
$335K
PWMG
2666
Private Wealth Management Group
New Jersey
$335K
Members Trust
2667
Members Trust
Florida
$334K
JSC
2668
Jackson Square Capital
California
$334K
CC
2669
Citrine Capital
California
$334K
ICA
2670
Infrastructure Capital Advisors
New York
$333K
MTWM
2671
Masso Torrence Wealth Management
New Jersey
$333K
SCA
2672
Sandy Cove Advisors
Massachusetts
$333K
LCM
2673
Logan Capital Management
Pennsylvania
$332K
FFG
2674
Fortress Financial Group
Minnesota
$332K
AAIM
2675
Asset Advisors Investment Management
Georgia
$332K