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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
KWM
3101
Kaydan Wealth Management
Michigan
$203K +$192K +3,939 New
WAM
3102
Winslow Asset Management
Ohio
$203K +$192K +3,930 New
FWM
3103
FMA Wealth Management
Massachusetts
$203K +$192K +3,932 New
WWMSC
3104
Wagner Wealth Management (South Carolina)
South Carolina
$203K +$192K +3,930 New
MHFA
3105
Mission Hills Financial Advisory
California
$201K +$190K +3,903 New
HCM
3106
Highview Capital Management
Illinois
$201K +$190K +3,900 New
IA
3107
Intellus Advisors
Florida
$201K -$24.3K -499 -11%
SDWMA
3108
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K +$190K +3,890 New
DWM
3109
DecisionMap Wealth Management
Virginia
$200K +$189K +3,879 New
OSNBOA
3110
Old Second National Bank of Aurora
Illinois
$199K
CPG
3111
Cornerstone Planning Group
New Jersey
$196K +$42.4K +869 +31%
NEWAS
3112
N.E.W. Advisory Services
Wisconsin
$193K +$98 +2 +0.1%
HC
3113
Hara Capital
Washington
$191K -$518K -10,616 -74%
GWP
3114
Gen-Wealth Partners
Michigan
$191K +$67.1K +1,375 +59%
RF
3115
Rossby Financial
Florida
$191K +$60.4K +1,239 +49%
NRG
3116
Nemes Rush Group
Michigan
$186K -$1.42K -29 -0.8%
WAM
3117
WFA Asset Management
Wisconsin
$184K -$40.1K -823 -15%
VCMGDR
3118
Vinland Capital Management Gestora de Recursos
Brazil
$182K +$172K +3,534 New
T
3119
Tidemark
California
$182K +$3.76K +77 +2%
YP
3120
YANKCOM Partnership
South Dakota
$180K -$5.66K -116 -3%
SNB
3121
Security National Bank
Nebraska
$180K +$48K +983 +39%
WOSD
3122
WFA of San Diego
California
$180K
EWP
3123
Elevation Wealth Partners
California
$179K +$18.3K +375 +12%
FCG
3124
Financial Connections Group
California
$178K +$16.8K +345 +11%
GF
3125
GGM Financials
Ohio
$177K +$168K +3,434 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.