We are live on ! Find out more
BAC icon

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
4A
2976
4Wealth Advisors
Illinois
$242K +$341 +7 +0.1%
CFA
2977
CWS Financial Advisors
Michigan
$241K +$976 +20 +0.4%
RFA
2978
Resurgent Financial Advisors
Georgia
$241K -$42.8K -877 -16%
VI
2979
VanderPol Investments
Michigan
$241K +$223K +4,579 New
5W
2980
5T Wealth
California
$241K -$60.3K -1,236 -21%
LSIA
2981
LaSalle St. Investment Advisors
Illinois
$240K -$20.7K -425 -8%
PWP
2982
Prasad Wealth Partners
Ohio
$240K +$1.17K +24 +0.5%
PSP
2983
Principal Street Partners
Tennessee
$240K -$170K -3,484 -43%
CP
2984
Creekside Partners
California
$240K
PFC
2985
Phocas Financial Corp
California
$239K
AIA
2986
Accelerate Investment Advisors
California
$239K +$10.1K +207 +5%
NG
2987
Northstar Group
New York
$239K -$5.71K -117 -2%
VMMC
2988
V.M. Manning & Co
South Carolina
$238K +$228K +4,683 New
CFA
2989
Capstone Financial Advisors
Illinois
$238K +$2.98K +61 +1%
ATFA
2990
All Terrain Financial Advisors
Minnesota
$237K
DI
2991
Disciplined Investments
Oklahoma
$237K +$98 +2 +0%
MPCG
2992
Matrix Private Capital Group
New York
$237K
SWIG
2993
Strategic Wealth Investment Group
Kentucky
$237K +$224K +4,584 New
LFASL
2994
Lugano Financial Advisors SA (LFA)
Switzerland
$236K +$7.07K +145 +3%
HC
2995
Hoese & Co
Minnesota
$236K
HCWM
2996
Hidden Cove Wealth Management
Washington
$235K +$223K +4,561 New
CTA
2997
Chesley Taft & Associates
Illinois
$235K +$4.68K +96 +2%
PCP
2998
Panoramic Capital Partners
Oregon
$235K +$6.63K +136 +3%
SWMP
2999
Signature Wealth Management Partners
New Jersey
$234K -$9.76K -200 -4%
EB
3000
Exchange Bank
California
$233K +$14K +287 +7%

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.