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Bank of America

3,343 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 1,386 increasing their positions, 1,305 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.76% more ownership

Funds ownership: 72.91%73.67% (+0.76%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $8.38B

Holders
3,343
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
$5.39B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$1.96B
2 +$973M
3 +$817M
4
Citigroup
Citigroup
New York
+$716M
5
Capital World Investors
Capital World Investors
California
+$696M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2801
Ascent Capital Management
Oregon
$293K
DTC
2802
Davidson Trust Company
Washington
$292K
BWP
2803
BlueStem Wealth Partners
Minnesota
$292K
BZWA
2804
Blue Zone Wealth Advisors
California
$291K
CPA
2805
Cardiff Park Advisors
California
$291K
KWA
2806
Kondo Wealth Advisors
California
$290K
BCM
2807
Banyan Capital Management
Georgia
$290K
AWA
2808
Aletheian Wealth Advisors
Washington
$290K
COCM
2809
Charter Oak Capital Management
New Hampshire
$290K
TFO
2810
Tarbox Family Office
California
$290K
FSBI
2811
Fearless Solutions (Best Invest)
Texas
$289K
SR
2812
Syntax Research
Florida
$289K
AWM
2813
Abound Wealth Management
Tennessee
$289K
MFG
2814
Midwest Financial Group
Kansas
$289K
APC
2815
Asset Planning Corporation
Tennessee
$289K
MWS
2816
MFA Wealth Services
California
$289K
YIM
2817
Yoffe Investment Management
Pennsylvania
$288K
IPW
2818
Intergy Private Wealth
Colorado
$287K
CFGA
2819
Cambridge Financial Group (Arizona)
Arizona
$287K
SCA
2820
St. Clair Advisors
Ohio
$287K
FZCM
2821
Flynn Zito Capital Management
New York
$287K
SCM
2822
SKBA Capital Management
California
$286K
PFM
2823
Patton Fund Management
Texas
$286K
AIP
2824
Almanack Investment Partners
Pennsylvania
$285K
AWA
2825
Alta Wealth Advisors
Massachusetts
$285K