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Bank of America

3,323 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 217 funds opening new positions, 1,380 increasing their positions, 1,295 reducing their positions, and 125 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 funds holding

Funds holding:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.38B | Put options by funds: $8.38B

Holders
3,323
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
$5.38B
Puts
$8.38B
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
3001
Warren Street Wealth Advisors
California
$225K
TFG
3002
Taylor Financial Group
Virginia
$225K
FC
3003
Financial Consulate
Maryland
$225K
PHWM
3004
Pine Harbor Wealth Management
Maryland
$224K
CWMGO
3005
Capstone Wealth Management Group (Oregon)
Oregon
$224K
RIM
3006
Redwood Investment Management
Arizona
$224K
SWA
3007
Sightline Wealth Advisors
Connecticut
$223K
PIMG
3008
Patriot Investment Management Group
Tennessee
$223K
WIM
3009
Waverton Investment Management
United Kingdom
$223K
KA
3010
Kercheville Advisors
Texas
$223K
PWA
3011
Provenance Wealth Advisors
Florida
$223K
DOA
3012
D'Orazio & Associates
Virginia
$223K
BRWM
3013
Blue Rock Wealth Management
North Carolina
$223K
BFA
3014
Brendel Financial Advisors
New Hampshire
$221K
FNC
3015
First National Corp
Massachusetts
$221K
KFS
3016
Kaizen Financial Strategies
California
$220K
SDWIA
3017
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K
WFMPM
3018
Woodley Farra Manion Portfolio Management
Indiana
$220K
LOIP
3019
Live Oak Investment Partners
Texas
$220K
MPM
3020
Meritage Portfolio Management
Kansas
$219K
HWM
3021
Hobbs Wealth Management
Indiana
$219K
IIM
3022
Ipswich Investment Management
Massachusetts
$219K
PFA
3023
Plotkin Financial Advisors
Maryland
$219K
DBG
3024
De Burlo Group
Massachusetts
$219K
CA
3025
Cannon Advisors
North Carolina
$219K