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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
MGWM
2751
Marks Group Wealth Management
Minnesota
$314K
TCA
2752
Trifecta Capital Advisors
Illinois
$314K -$65.9K -1,351 -18%
S
2753
Steadtrust
Texas
$313K +$36K +738 +14%
AC
2754
AIFG Consultants
New York
$313K
PCM
2755
Palisade Capital Management
New Jersey
$313K +$296K +6,061 New
LC
2756
Lincoln Capital
Nebraska
$312K
PAW
2757
Plan A Wealth
Nebraska
$311K -$12.3K -253 -4%
GPA
2758
Guerra Pan Advisors
New Jersey
$311K -$6.93K -142 -2%
OAS
2759
Optivise Advisory Services
Tennessee
$311K +$76K +1,558 +35%
GSWM
2760
Greenup Street Wealth Management
Michigan
$311K +$294K +6,020 New
CWP
2761
Core Wealth Partners
California
$310K -$6.15K -126 -2%
SIAP
2762
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$310K
BA
2763
Bristlecone Advisors
Washington
$309K +$146 +3 +0.1%
PMFA
2764
Plante Moran Financial Advisors
Michigan
$309K +$20.3K +417 +7%
CA
2765
CWC Advisors
Oregon
$309K
BI
2766
Binnacle Investments
Iowa
$309K +$12.2K +251 +4%
FAN
2767
Financial Advisors Network
California
$309K +$49 +1 +0%
EAM
2768
Exane Asset Management
France
$309K -$26.1M -534,620 -99%
HPIA
2769
Hamilton Point Investment Advisors
North Carolina
$309K
VBFP
2770
Valtinson Bruner Financial Planning
Minnesota
$309K
1WM
2771
1858 Wealth Management
Ohio
$309K -$21.7K -444 -7%
LWP
2772
LeClair Wealth Partners
Ohio
$308K -$927 -19 -0.3%
EWM
2773
Evolution Wealth Management
Florida
$308K +$1.95K +40 +0.7%
WA
2774
WPG Advisers
Maryland
$307K +$7.9K +162 +3%
S
2775
Sachetta
Massachusetts
$307K +$48.6K +996 +20%

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.