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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
WSWA
3026
Warren Street Wealth Advisors
California
$225K +$213K +4,365 New
TFG
3027
Taylor Financial Group
Virginia
$225K
FC
3028
Financial Consulate
Maryland
$225K +$213K +4,361 New
PHWM
3029
Pine Harbor Wealth Management
Maryland
$224K +$212K +4,349 New
CWMGO
3030
Capstone Wealth Management Group (Oregon)
Oregon
$224K +$212K +4,345 New
RIM
3031
Redwood Investment Management
Arizona
$224K -$76.9K -1,576 -27%
MKW
3032
Mullaney, Keating & Wright
Connecticut
$224K +$49 +1 +0%
SWA
3033
Sightline Wealth Advisors
Connecticut
$223K -$23.2K -476 -10%
PIMG
3034
Patriot Investment Management Group
Tennessee
$223K -$29.6K -607 -12%
WIM
3035
Waverton Investment Management
United Kingdom
$223K -$107K -2,200 -34%
KA
3036
Kercheville Advisors
Texas
$223K +$195 +4 +0.1%
PWA
3037
Provenance Wealth Advisors
Florida
$223K
DOA
3038
D'Orazio & Associates
Virginia
$223K -$3.61K -74 -2%
BRWM
3039
Blue Rock Wealth Management
North Carolina
$223K
BFA
3040
Brendel Financial Advisors
New Hampshire
$221K
FNC
3041
First National Corp
Massachusetts
$221K +$213K +4,356 New
KFS
3042
Kaizen Financial Strategies
California
$220K -$15.5K -317 -7%
SDWIA
3043
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K
WFMPM
3044
Woodley Farra Manion Portfolio Management
Indiana
$220K
LOIP
3045
Live Oak Investment Partners
Texas
$220K +$341 +7 +0.2%
MPM
3046
Meritage Portfolio Management
Kansas
$219K -$9.76K -200 -4%
HWM
3047
Hobbs Wealth Management
Indiana
$219K +$207K +4,252 New
IIM
3048
Ipswich Investment Management
Massachusetts
$219K
PFA
3049
Plotkin Financial Advisors
Maryland
$219K -$14.6K -300 -7%
DBG
3050
De Burlo Group
Massachusetts
$219K

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.