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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
FNT
2826
First Nebraska Trust
Nebraska
$289K -$3.66K -75 -1%
APC
2827
Asset Planning Corporation
Tennessee
$289K +$273K +5,600 New
MWS
2828
MFA Wealth Services
California
$289K +$1.46K +30 +0.5%
YIM
2829
Yoffe Investment Management
Pennsylvania
$288K
IPW
2830
Intergy Private Wealth
Colorado
$287K +$17K +348 +7%
CFGA
2831
Cambridge Financial Group (Arizona)
Arizona
$287K
SCA
2832
St. Clair Advisors
Ohio
$287K
FZCM
2833
Flynn Zito Capital Management
New York
$287K +$271K +5,554 New
SCM
2834
SKBA Capital Management
California
$286K
PFM
2835
Patton Fund Management
Texas
$286K
AIP
2836
Almanack Investment Partners
Pennsylvania
$285K -$59.7K -1,224 -18%
AWA
2837
Alta Wealth Advisors
Massachusetts
$285K
LTI
2838
Laffer Tengler Investments
Tennessee
$285K -$162K -3,320 -38%
OWP
2839
Obermeyer Wealth Partners
Colorado
$285K -$4.93K -101 -2%
DFS
2840
Dixon Fnancial Services
California
$284K +$269K +5,508 New
LJHT
2841
Laurie J. Hall Trustee
$284K
SC
2842
Seldon Capital
California
$284K
KJHP
2843
K.J. Harrison & Partners
Ontario, Canada
$284K -$7.32K -150 -3%
SPWG
2844
Syntegra Private Wealth Group
Missouri
$284K +$15.6K +320 +6%
RLIM
2845
Red Lighthouse Investment Management
New York
$284K +$781 +16 +0.3%
BA
2846
Ballast Advisors
Minnesota
$283K
FGG
2847
Financial Guidance Group
Florida
$283K
FA
2848
Faithward Advisors
Pennsylvania
$282K +$267K +5,466 New
DCM
2849
Donaldson Capital Management
Indiana
$281K +$13.4K +274 +5%
RC
2850
Rahlfs Capital
Texas
$281K

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.