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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
CA
3051
Cannon Advisors
North Carolina
$219K -$17.3K -354 -8%
RIS
3052
Richmond Investment Services
Wisconsin
$218K -$77.6K -1,590 -27%
SFP
3053
Sandbox Financial Partners
Maryland
$218K +$206K +4,218 New
EHWM
3054
Eads & Heald Wealth Management
Georgia
$217K -$24.9K -510 -11%
JPLA
3055
Joseph P. Lucia & Associates
New York
$217K +$205K +4,200 New
MIM
3056
Meixler Investment Management
Arizona
$217K +$205K +4,200 New
OPWM
3057
Oregon Pacific Wealth Management
Oregon
$217K +$205K +4,198 New
BWP
3058
Bernardo Wealth Planning
Pennsylvania
$216K +$204K +4,188 New
HP
3059
Holistic Planning
Texas
$216K -$72.7K -1,490 -26%
KFGK
3060
Keystone Financial Group (Kentucky)
Kentucky
$216K -$1.19M -24,410 -86%
HHGA
3061
Halbert Hargrove Global Advisors
California
$216K +$57.5K +1,179 +39%
PA
3062
Prossimo Advisors
California
$215K -$124K -2,534 -38%
EMC
3063
Everest Management Corp
California
$215K +$204K +4,173 New
SWG
3064
Summit Wealth Group
Vermont
$215K -$20.1K -412 -9%
LWM
3065
Lakeridge Wealth Management
Ohio
$215K +$203K +4,164 New
CIA
3066
Compass Ion Advisors
Pennsylvania
$214K +$203K +4,155 New
CA
3067
Corrado Advisors
New Jersey
$214K +$203K +4,154 New
AA
3068
Acorns Advisers
California
$214K +$202K +4,139 New
NA
3069
Nordwand Advisors
Pennsylvania
$214K +$202K +4,148 New
BBWA
3070
Bell & Brown Wealth Advisors
California
$214K -$5.03K -103 -2%
VIPI
3071
Vista Investment Partners II
Indiana
$214K -$22.4K -459 -10%
WA
3072
Waterford Advisors
New York
$213K +$202K +4,131 New
FWM
3073
FSA Wealth Management
Massachusetts
$213K +$195 +4 +0.1%
SFO
3074
Stenger Family Office
Illinois
$213K +$196K +4,009 New
TI
3075
Truepoint Inc
Ohio
$211K +$200K +4,096 New

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.