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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
SWM
2776
Shelton Wealth Management
Texas
$301K
FPW
2777
Flywheel Private Wealth
California
$301K
TAM
2778
Tucker Asset Management
Colorado
$300K
SRC
2779
Sage Rhino Capital
California
$300K
PCM
2780
Passive Capital Management
Maryland
$300K
BIG
2781
Bush Investment Group
Georgia
$299K
ACC
2782
Acorn Creek Capital
Colorado
$299K
HA
2783
Huntleigh Advisors
Missouri
$297K
CCM
2784
Condor Capital Management
New Jersey
$297K
TPW
2785
TL Private Wealth
Texas
$297K
MWM
2786
Maridea Wealth Management
New York
$296K
EWM
2787
EPG Wealth Management
Georgia
$296K
SLT
2788
St Louis Trust
Missouri
$295K
MFS
2789
McNamara Financial Services
Massachusetts
$295K
IIM
2790
Ironwood Investment Management
Massachusetts
$295K
PWAM
2791
Pinnacle West Asset Management
Wyoming
$294K
HFS
2792
Heritage Financial Services
Massachusetts
$293K
ACM
2793
Ascent Capital Management
Oregon
$293K
DTC
2794
Davidson Trust Company
Washington
$292K
BWP
2795
BlueStem Wealth Partners
Minnesota
$292K
BZWA
2796
Blue Zone Wealth Advisors
California
$291K
CPA
2797
Cardiff Park Advisors
California
$291K
KWA
2798
Kondo Wealth Advisors
California
$290K
BCM
2799
Banyan Capital Management
Georgia
$290K
AWA
2800
Aletheian Wealth Advisors
Washington
$290K