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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
WSWA
2976
Warren Street Wealth Advisors
California
$225K
TFG
2977
Taylor Financial Group
Virginia
$225K
FC
2978
Financial Consulate
Maryland
$225K
PHWM
2979
Pine Harbor Wealth Management
Maryland
$224K
CWMGO
2980
Capstone Wealth Management Group (Oregon)
Oregon
$224K
RIM
2981
Redwood Investment Management
Arizona
$224K
SWA
2982
Sightline Wealth Advisors
Connecticut
$223K
PIMG
2983
Patriot Investment Management Group
Tennessee
$223K
WIM
2984
Waverton Investment Management
United Kingdom
$223K
KA
2985
Kercheville Advisors
Texas
$223K
PWA
2986
Provenance Wealth Advisors
Florida
$223K
DOA
2987
D'Orazio & Associates
Virginia
$223K
BRWM
2988
Blue Rock Wealth Management
North Carolina
$223K
BFA
2989
Brendel Financial Advisors
New Hampshire
$221K
FNC
2990
First National Corp
Massachusetts
$221K
KFS
2991
Kaizen Financial Strategies
California
$220K
SDWIA
2992
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K
WFMPM
2993
Woodley Farra Manion Portfolio Management
Indiana
$220K
LOIP
2994
Live Oak Investment Partners
Texas
$220K
MPM
2995
Meritage Portfolio Management
Kansas
$219K
HWM
2996
Hobbs Wealth Management
Indiana
$219K
IIM
2997
Ipswich Investment Management
Massachusetts
$219K
PFA
2998
Plotkin Financial Advisors
Maryland
$219K
DBG
2999
De Burlo Group
Massachusetts
$219K
CA
3000
Cannon Advisors
North Carolina
$219K