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Bank of America

3,323 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 217 funds opening new positions, 1,380 increasing their positions, 1,295 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.38B | Put options by funds: $8.38B

Holders
3,323
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
$5.38B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$2.08B
2 +$1.03B
3 +$864M
4
Citigroup
Citigroup
New York
+$757M
5
Capital World Investors
Capital World Investors
California
+$737M
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
2901
Fourth Dimension Wealth
Ohio
$257K
RFG
2902
RFP Financial Group
Georgia
$257K
SAMC
2903
Spectrum Asset Management (California)
California
$257K
SLWA
2904
San Luis Wealth Advisors
California
$257K
TRIA
2905
Trail Ridge Investment Advisors
Colorado
$257K
WWA
2906
Wingate Wealth Advisors
Massachusetts
$255K
CWM
2907
Crowley Wealth Management
Delaware
$255K
WF
2908
WinCap Financial
Massachusetts
$255K
CFFP
2909
Center for Financial Planning
Michigan
$255K
IRAG
2910
Investment Research & Advisory Group
Georgia
$255K
CCM
2911
Collar Capital Management
Wisconsin
$254K
MPIA
2912
Milestones Private Investment Advisors
New York
$254K
RFM
2913
Royal Fund Management
Florida
$254K
EFL
2914
ERn Financial LLC
Wisconsin
$253K
1CM
2915
1492 Capital Management
Wisconsin
$253K
MWM
2916
Manske Wealth Management
Texas
$253K
WS
2917
Wela Strategies
Georgia
$253K
LWM
2918
Lionshead Wealth Management
New York
$253K
KF
2919
KKM Financial
Illinois
$253K
AWA
2920
AmeriServ Wealth Advisors
Pennsylvania
$253K
WP
2921
Wealthspan Partners
Iowa
$252K
EA
2922
Eclectic Associates
California
$250K
RP
2923
Riverwater Partners
Wisconsin
$250K
EPW
2924
Endeavor Private Wealth
Kansas
$250K
CIG
2925
Cascade Investment Group
Colorado
$250K