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Bank of America

3,325 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 217 funds opening new positions, 1,381 increasing their positions, 1,296 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 72.91%73.66% (+0.75%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.38B | Put options by funds: $8.38B

Holders
3,325
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
$5.38B
Puts
$8.38B
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
VBFP
2751
Valtinson Bruner Financial Planning
Minnesota
$309K
1WM
2752
1858 Wealth Management
Ohio
$309K
LWP
2753
LeClair Wealth Partners
Ohio
$308K
EWM
2754
Evolution Wealth Management
Florida
$308K
WA
2755
WPG Advisers
Maryland
$307K
S
2756
Sachetta
Massachusetts
$307K
WH
2757
Willner & Heller
California
$307K
EA
2758
Ellsworth Advisors
Ohio
$307K
PC
2759
Permanens Capital
New York
$307K
MCIA
2760
Mountain Capital Investment Advisors
Colorado
$306K
LAM
2761
Lifestyle Asset Management
Texas
$306K
MWA
2762
Motive Wealth Advisors
Michigan
$305K
GA
2763
Goldstein Advisors
Wisconsin
$305K
NC
2764
NewSquare Capital
Pennsylvania
$305K
MC
2765
Miramar Capital
Illinois
$305K
PFM
2766
Phillips Financial Management
Indiana
$304K
BAWM
2767
Bennett Associates Wealth Management
Pennsylvania
$303K
KFP
2768
Keystone Financial Planning
Ohio
$303K
IW
2769
Imprint Wealth
South Carolina
$303K
IWS
2770
Integrity Wealth Solutions
Colorado
$302K
PPWM
2771
PFG Private Wealth Management
Florida
$302K
AGA
2772
Arkos Global Advisors
Texas
$302K
NC
2773
North Capital
Utah
$302K
WWP
2774
Wise Wealth Partners
Arizona
$302K
MPIA
2775
Mountain Pacific Investment Advisers
Idaho
$301K