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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
RIS
3001
Richmond Investment Services
Wisconsin
$218K
SFP
3002
Sandbox Financial Partners
Maryland
$218K
EHWM
3003
Eads & Heald Wealth Management
Georgia
$217K
JPLA
3004
Joseph P. Lucia & Associates
New York
$217K
MIM
3005
Meixler Investment Management
Arizona
$217K
OPWM
3006
Oregon Pacific Wealth Management
Oregon
$217K
BWP
3007
Bernardo Wealth Planning
Pennsylvania
$216K
HP
3008
Holistic Planning
Texas
$216K
KFGK
3009
Keystone Financial Group (Kentucky)
Kentucky
$216K
HHGA
3010
Halbert Hargrove Global Advisors
California
$216K
PA
3011
Prossimo Advisors
California
$215K
EMC
3012
Everest Management Corp
California
$215K
SWG
3013
Summit Wealth Group
Vermont
$215K
LWM
3014
Lakeridge Wealth Management
Ohio
$215K
CIA
3015
Compass Ion Advisors
Pennsylvania
$214K
CA
3016
Corrado Advisors
New Jersey
$214K
AA
3017
Acorns Advisers
California
$214K
NA
3018
Nordwand Advisors
Pennsylvania
$214K
BBWA
3019
Bell & Brown Wealth Advisors
California
$214K
VIPI
3020
Vista Investment Partners II
Indiana
$214K
WA
3021
Waterford Advisors
New York
$213K
FWM
3022
FSA Wealth Management
Massachusetts
$213K
SFO
3023
Stenger Family Office
Illinois
$213K
TI
3024
Truepoint Inc
Ohio
$211K
IG
3025
IFS Group
Pennsylvania
$211K