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
BW
3001
BXM Wealth
Colorado
$233K +$221K +4,523 New
SGFG
3002
Silver Grove Financial Group
New York
$233K +$220K +4,518 New
IC
3003
Iconiq Capital
California
$232K -$1.21M -24,901 -85%
CF
3004
Claris Financial
Virginia
$232K +$10.7K +219 +5%
FCMT
3005
Founders Capital Management (Texas)
Texas
$232K
IWB
3006
Innovative Wealth Building
Maryland
$232K +$219K +4,498 New
UWP
3007
Uniting Wealth Partners
Kansas
$232K +$219K +4,488 New
KWMG
3008
King Wealth Management Group
Florida
$231K
MAG
3009
MRA Advisory Group
New Jersey
$231K +$829 +17 +0.4%
EIA
3010
Eastover Investment Advisors
North Carolina
$231K
FCB
3011
First County Bank
Connecticut
$230K -$26.8K -550 -11%
TWM
3012
Tripletail Wealth Management
Florida
$229K
AWP
3013
Avid Wealth Partners
Texas
$229K -$27.7K -568 -11%
TCWM
3014
Total Clarity Wealth Management
Illinois
$229K -$1.02K -21 -0.5%
BC
3015
Bridgefront Capital
Texas
$228K -$1.18M -24,237 -85%
FA
3016
Financial Alternatives
California
$228K
FDDB
3017
Fidelity D&D Bancorp
Pennsylvania
$228K -$537 -11 -0.2%
TPWM
3018
Twelve Points Wealth Management
Massachusetts
$228K
DAL
3019
Delta Accumulation LLC
California
$227K +$1.46K +30 +0.5%
CCM
3020
Canal Capital Management
Virginia
$227K +$976 +20 +0.5%
HAS
3021
Holland Advisory Services
Florida
$227K +$195 +4 +0.1%
CPC
3022
Congress Park Capital
New York
$227K
RFA
3023
RTD Financial Advisors
Pennsylvania
$226K
SHWM
3024
Smith & Howard Wealth Management
Georgia
$225K -$92.2K -1,889 -30%
NMCM
3025
Nicholson Meyer Capital Management
Missouri
$225K -$9.76K -200 -4%

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.