BAC icon

Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
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
$5.36B
Puts
$8.35B
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
PCP
2951
Panoramic Capital Partners
Oregon
$235K
SWMP
2952
Signature Wealth Management Partners
New Jersey
$234K
EB
2953
Exchange Bank
California
$233K
BW
2954
BXM Wealth
Colorado
$233K
IC
2955
Iconiq Capital
California
$232K
FCMT
2956
Founders Capital Management (Texas)
Texas
$232K
IWB
2957
Innovative Wealth Building
Maryland
$232K
UWP
2958
Uniting Wealth Partners
Kansas
$232K
KWMG
2959
King Wealth Management Group
Florida
$231K
MAG
2960
MRA Advisory Group
New Jersey
$231K
EIA
2961
Eastover Investment Advisors
North Carolina
$231K
FCB
2962
First County Bank
Connecticut
$230K
TWM
2963
Tripletail Wealth Management
Florida
$229K
AWP
2964
Avid Wealth Partners
Texas
$229K
TCWM
2965
Total Clarity Wealth Management
Illinois
$229K
BC
2966
Bridgefront Capital
Texas
$228K
FA
2967
Financial Alternatives
California
$228K
FDDB
2968
Fidelity D&D Bancorp
Pennsylvania
$228K
TPWM
2969
Twelve Points Wealth Management
Massachusetts
$228K
DAL
2970
Delta Accumulation LLC
California
$227K
HAS
2971
Holland Advisory Services
Florida
$227K
CPC
2972
Congress Park Capital
New York
$227K
RFA
2973
RTD Financial Advisors
Pennsylvania
$226K
SHWM
2974
Smith & Howard Wealth Management
Georgia
$225K
NMCM
2975
Nicholson Meyer Capital Management
Missouri
$225K