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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
ACC
2801
Acorn Creek Capital
Colorado
$299K +$3.27K +67 +1%
HA
2802
Huntleigh Advisors
Missouri
$297K -$2.29K -47 -0.8%
CCM
2803
Condor Capital Management
New Jersey
$297K +$16.7K +342 +6%
TPW
2804
TL Private Wealth
Texas
$297K
MWM
2805
Maridea Wealth Management
New York
$296K +$278K +5,692 New
EWM
2806
EPG Wealth Management
Georgia
$296K +$4.68K +96 +2%
SLT
2807
St Louis Trust
Missouri
$295K
MFS
2808
McNamara Financial Services
Massachusetts
$295K
IIM
2809
Ironwood Investment Management
Massachusetts
$295K
PWAM
2810
Pinnacle West Asset Management
Wyoming
$294K +$23.2K +475 +9%
HFS
2811
Heritage Financial Services
Massachusetts
$293K -$45.5K -932 -14%
ACM
2812
Ascent Capital Management
Oregon
$293K +$7.51K +154 +3%
DTC
2813
Davidson Trust Company
Washington
$292K +$12.2K +250 +5%
BWP
2814
BlueStem Wealth Partners
Minnesota
$292K +$19.9K +407 +8%
BZWA
2815
Blue Zone Wealth Advisors
California
$291K
CPA
2816
Cardiff Park Advisors
California
$291K +$732 +15 +0.3%
KWA
2817
Kondo Wealth Advisors
California
$290K +$6.78K +139 +3%
BCM
2818
Banyan Capital Management
Georgia
$290K +$274K +5,625 New
AWA
2819
Aletheian Wealth Advisors
Washington
$290K +$7.61K +156 +3%
COCM
2820
Charter Oak Capital Management
New Hampshire
$290K -$22.2K -456 -8%
TFO
2821
Tarbox Family Office
California
$290K -$5.12K -105 -2%
FSBI
2822
Fearless Solutions (Best Invest)
Texas
$289K +$98 +2 +0%
SR
2823
Syntax Research
Florida
$289K +$390 +8 +0.1%
AWM
2824
Abound Wealth Management
Tennessee
$289K +$8.49K +174 +3%
MFG
2825
Midwest Financial Group
Kansas
$289K

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.