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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
JAM
2701
JCIC Asset Management
Ontario, Canada
$331K
WFA
2702
WMG Financial Advisors
Tennessee
$330K
SCA
2703
Scott Capital Advisors
Oregon
$330K
CIA
2704
Cape Investment Advisory
Georgia
$329K
EAMA
2705
EFG Asset Management (Americas)
Florida
$327K
DWMS
2706
Dominguez Wealth Management Solutions
Virginia
$327K
GL
2707
Gerber LLC
Ohio
$327K
HCC
2708
Hirtle Callaghan & Co
Pennsylvania
$326K
KCAM
2709
Kagan Cocozza Asset Management
New Jersey
$326K
MWP
2710
Meridian Wealth Partners
Pennsylvania
$326K
MFA
2711
Morling Financial Advisors
California
$325K
MWM
2712
MinichMacGregor Wealth Management
New York
$325K
IA
2713
Invested Advisors
Pennsylvania
$325K
BSB
2714
Bangor Savings Bank
Maine
$325K
BWM
2715
BNC Wealth Management
Oregon
$325K
RWA
2716
Rooted Wealth Advisors
Illinois
$324K
JGIA
2717
Jackson Grant Investment Advisers
Connecticut
$324K
PAS
2718
Professional Advisory Services
Florida
$322K
GWM
2719
GK Wealth Management
Nevada
$322K
LGG
2720
Luts & Greenleigh Group
Maryland
$320K
CA
2721
Capital Advantage
California
$319K
VDI
2722
Vaughan David Investments
Illinois
$319K
OHWA
2723
Oak Hill Wealth Advisors
Virginia
$319K
NRI
2724
NFP Retirement Inc
California
$319K
CCAL
2725
City Center Advisors LLC
Michigan
$319K