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Bank of America

3,595 hedge funds and large institutions have $304B invested in Bank of America in 2025 Q4 according to their latest regulatory filings, with 425 funds opening new positions, 1,468 increasing their positions, 1,316 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 425 | Existing positions closed: 108

12% more funds holding in top 10

Funds holding in top 10: 115129 (+14)

12% more repeat investments, than reductions

Existing positions increased: 1,468 | Existing positions reduced: 1,316

8% more capital invested

Capital invested by funds: $282B → $304B (+$22.1B)

7% more funds holding

Funds holding: 3,3583,595 (+237)

2.1% more ownership

Funds ownership: 73.75%75.85% (+2.1%)

41% less call options, than puts

Call options by funds: $5.45B | Put options by funds: $9.18B

Holders
3,595
Holders Change
+237
Holders Change %
+7.06%
% of All Funds
43.74%
Holding in Top 10
129
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+12.17%
% of All Funds
1.57%
New
425
Increased
1,468
Reduced
1,316
Closed
108
Calls
$5.45B
Puts
$9.18B
Net Calls
-$3.72B
Net Calls Change
-$730M
Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
2801
Clay Northam Wealth Management
California
$358K -$2.11K -40 -0.6%
OIS
2802
OneAscent Investment Solutions
Alabama
$358K -$4.02K -76 -1%
OPWM
2803
Oxinas Partners Wealth Management
Indiana
$358K
WFS
2804
Widmann Financial Services
Maryland
$356K -$37K -700 -10%
EIP
2805
Ellis Investment Partners
Pennsylvania
$356K -$13.3K -252 -4%
FFG
2806
Fortress Financial Group
Minnesota
$356K +$1.53K +29 +0.5%
CC
2807
Citrine Capital
California
$356K
IWS
2808
Integrity Wealth Solutions
Colorado
$355K +$31.6K +597 +10%
CAM
2809
Clark Asset Management
New Hampshire
$355K -$376K -7,119 -52%
LCM
2810
Logan Capital Management
Pennsylvania
$354K
FFM
2811
Flagstone Financial Management
Nebraska
$354K +$84.6K +1,600 +33%
AAIM
2812
Asset Advisors Investment Management
Georgia
$354K -$53 -1 -0%
CA
2813
Capital Advantage
California
$353K +$12.6K +238 +4%
DA
2814
Dover Advisors
Virginia
$353K -$60K -1,136 -15%
1WM
2815
1900 Wealth Management
Texas
$352K +$339K +6,408 New
PCFFS
2816
Pacific Center for Financial Services
California
$352K
CWA
2817
Clarity Wealth Advisors
California
$351K -$15K -284 -4%
SWM
2818
Shelton Wealth Management
Texas
$351K +$29K +549 +9%
MFS
2819
Madrona Financial Services
Washington
$350K -$8.35K -158 -2%
SI
2820
Saxon Interests
Texas
$350K +$4.97K +94 +1%
S
2821
Sachetta
Massachusetts
$350K +$21.1K +399 +7%
JAM
2822
JCIC Asset Management
Ontario, Canada
$349K -$2.91K -55 -0.9%
PWS
2823
Proactive Wealth Strategies
Georgia
$349K -$40.4K -765 -11%
DOA
2824
D'Orazio & Associates
Virginia
$348K +$106K +2,003 +46%
MFA
2825
Morling Financial Advisors
California
$347K