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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
WH
2776
Willner & Heller
California
$307K -$2.1K -43 -0.7%
EA
2777
Ellsworth Advisors
Ohio
$307K +$36.2K +742 +14%
PC
2778
Permanens Capital
New York
$307K +$290K +5,948 New
MCIA
2779
Mountain Capital Investment Advisors
Colorado
$306K +$4.63K +95 +2%
LAM
2780
Lifestyle Asset Management
Texas
$306K +$16.7K +342 +6%
MWA
2781
Motive Wealth Advisors
Michigan
$305K +$10K +205 +4%
GA
2782
Goldstein Advisors
Wisconsin
$305K -$12K -246 -4%
NC
2783
NewSquare Capital
Pennsylvania
$305K +$69.2K +1,418 +32%
MC
2784
Miramar Capital
Illinois
$305K -$23.6K -484 -8%
PFM
2785
Phillips Financial Management
Indiana
$304K +$287K +5,891 New
BAWM
2786
Bennett Associates Wealth Management
Pennsylvania
$303K +$1.17K +24 +0.4%
KFP
2787
Keystone Financial Planning
Ohio
$303K
IW
2788
Imprint Wealth
South Carolina
$303K +$287K +5,876 New
IWS
2789
Integrity Wealth Solutions
Colorado
$302K +$1.02K +21 +0.4%
PPWM
2790
PFG Private Wealth Management
Florida
$302K +$286K +5,860 New
AGA
2791
Arkos Global Advisors
Texas
$302K +$286K +5,857 New
NC
2792
North Capital
Utah
$302K +$8.88K +182 +3%
WWP
2793
Wise Wealth Partners
Arizona
$302K
MPIA
2794
Mountain Pacific Investment Advisers
Idaho
$301K
SWM
2795
Shelton Wealth Management
Texas
$301K +$8.44K +173 +3%
FPW
2796
Flywheel Private Wealth
California
$301K
TAM
2797
Tucker Asset Management
Colorado
$300K -$11.1K -228 -4%
SRC
2798
Sage Rhino Capital
California
$300K
PCM
2799
Passive Capital Management
Maryland
$300K
BIG
2800
Bush Investment Group
Georgia
$299K

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.