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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
SAMC
2926
Spectrum Asset Management (California)
California
$257K +$25.8K +528 +12%
SLWA
2927
San Luis Wealth Advisors
California
$257K +$243K +4,978 New
TRIA
2928
Trail Ridge Investment Advisors
Colorado
$257K +$4.59K +94 +2%
WWA
2929
Wingate Wealth Advisors
Massachusetts
$255K +$241K +4,943 New
CWM
2930
Crowley Wealth Management
Delaware
$255K +$293 +6 +0.1%
WF
2931
WinCap Financial
Massachusetts
$255K +$49 +1 +0%
CFFP
2932
Center for Financial Planning
Michigan
$255K
IRAG
2933
Investment Research & Advisory Group
Georgia
$255K +$683 +14 +0.3%
CCM
2934
Collar Capital Management
Wisconsin
$254K
MPIA
2935
Milestones Private Investment Advisors
New York
$254K
RFM
2936
Royal Fund Management
Florida
$254K -$224K -4,592 -59%
EFL
2937
ERn Financial LLC
Wisconsin
$253K +$25.6K +524 +12%
1CM
2938
1492 Capital Management
Wisconsin
$253K +$1.12K +23 +0.5%
MWM
2939
Manske Wealth Management
Texas
$253K +$3.02K +62 +1%
WS
2940
Wela Strategies
Georgia
$253K -$5.9K -121 -2%
LWM
2941
Lionshead Wealth Management
New York
$253K +$239K +4,907 New
KF
2942
KKM Financial
Illinois
$253K -$215K -4,400 -47%
AWA
2943
AmeriServ Wealth Advisors
Pennsylvania
$253K
WP
2944
Wealthspan Partners
Iowa
$252K
EA
2945
Eclectic Associates
California
$250K +$878 +18 +0.4%
RP
2946
Riverwater Partners
Wisconsin
$250K +$237K +4,853 New
EPW
2947
Endeavor Private Wealth
Kansas
$250K -$81.8K -1,677 -26%
CIG
2948
Cascade Investment Group
Colorado
$250K +$3.42K +70 +1%
FFM
2949
Flagstone Financial Management
Nebraska
$249K
NWMG
2950
Nicholson Wealth Management Group
South Carolina
$249K

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.