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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
RFW
2676
Rainier Family Wealth
Washington
$343K +$12.7K +260 +4%
TFA
2677
Tranquilli Financial Advisor
New Jersey
$343K +$8.73K +179 +3%
GKIM
2678
GW&K Investment Management
Massachusetts
$343K +$5.76K +118 +2%
CA
2679
CGN Advisors
Kansas
$343K -$59.4K -1,218 -15%
NWM
2680
Northcape Wealth Management
New York
$342K
SGK
2681
Steigerwald Gordon & Koch
Virginia
$341K +$98 +2 +0%
SIC
2682
Sterling Investment Counsel
New York
$341K -$42.9K -880 -12%
RWM
2683
Revisor Wealth Management
Ohio
$341K +$21.8K +446 +7%
KFG
2684
Kelly Financial Group
Connecticut
$341K -$48.8K -1,000 -13%
BWA
2685
Blodgett Wealth Advisors
California
$341K -$87.6K -1,796 -21%
CWM
2686
CCG Wealth Management
California
$340K +$26.6K +545 +9%
OIS
2687
OneAscent Investment Solutions
Alabama
$340K -$11.1K -228 -3%
ECM
2688
Elgethun Capital Management
South Dakota
$340K +$23.3K +477 +8%
RHAM
2689
Round Hill Asset Management
California
$339K -$112K -2,295 -26%
CNWM
2690
Clay Northam Wealth Management
California
$338K +$25.6K +525 +9%
CCS
2691
Concentric Capital Strategies
Connecticut
$338K +$47.9K +982 +18%
VAMG
2692
Voisard Asset Management Group
Michigan
$338K +$6.15K +126 +2%
CIS
2693
Custom Index Systems
New York
$337K +$80.4K +1,648 +34%
CG
2694
Clarus Group
Texas
$337K -$8.29K -170 -3%
NQWM
2695
Northwest Quadrant Wealth Management
Oregon
$337K -$59.4K -1,218 -16%
HAIM
2696
Hunter Associates Investment Management
Pennsylvania
$337K -$2.49K -51 -0.8%
MFS
2697
Madrona Financial Services
Washington
$337K +$2.93K +60 +0.9%
OPWM
2698
Oxinas Partners Wealth Management
Indiana
$336K
FWP
2699
Fiduciary Wealth Partners
Massachusetts
$335K +$317K +6,488 New
PWMG
2700
Private Wealth Management Group
New Jersey
$335K

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.