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Bank of America

3,323 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, 1,380 increasing their positions, 1,295 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:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

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
3,323
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
LWP
2751
LeClair Wealth Partners
Ohio
$308K
EWM
2752
Evolution Wealth Management
Florida
$308K
WA
2753
WPG Advisers
Maryland
$307K
S
2754
Sachetta
Massachusetts
$307K
WH
2755
Willner & Heller
California
$307K
EA
2756
Ellsworth Advisors
Ohio
$307K
PC
2757
Permanens Capital
New York
$307K
MCIA
2758
Mountain Capital Investment Advisors
Colorado
$306K
LAM
2759
Lifestyle Asset Management
Texas
$306K
MWA
2760
Motive Wealth Advisors
Michigan
$305K
GA
2761
Goldstein Advisors
Wisconsin
$305K
NC
2762
NewSquare Capital
Pennsylvania
$305K
MC
2763
Miramar Capital
Illinois
$305K
PFM
2764
Phillips Financial Management
Indiana
$304K
BAWM
2765
Bennett Associates Wealth Management
Pennsylvania
$303K
KFP
2766
Keystone Financial Planning
Ohio
$303K
IW
2767
Imprint Wealth
South Carolina
$303K
IWS
2768
Integrity Wealth Solutions
Colorado
$302K
PPWM
2769
PFG Private Wealth Management
Florida
$302K
AGA
2770
Arkos Global Advisors
Texas
$302K
NC
2771
North Capital
Utah
$302K
WWP
2772
Wise Wealth Partners
Arizona
$302K
MPIA
2773
Mountain Pacific Investment Advisers
Idaho
$301K
SWM
2774
Shelton Wealth Management
Texas
$301K
FPW
2775
Flywheel Private Wealth
California
$301K