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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
FFWM
3151
Future Financial Wealth Management
Ohio
$131K +$49 +1 +0%
GA
3152
GoalVest Advisory
New York
$129K
TCB
3153
Texas Capital Bancshares
Texas
$129K -$213K -4,364 -64%
HWM
3154
Horizons Wealth Management
North Carolina
$129K -$7.42K -152 -6%
NSG
3155
Nalls Sherbakoff Group
Tennessee
$128K
MCCP
3156
Mission Creek Capital Partners
California
$125K -$14.1K -290 -1%
BIM
3157
Breakwater Investment Management
Washington
$123K +$3.22K +66 +3%
CC
3158
Corsicana & Co
Texas
$117K +$111K +2,271 New
ATC
3159
Advantage Trust Company
Kansas
$116K
RF
3160
Roxbury Financial
New Jersey
$114K -$14.1K -289 -12%
TC
3161
Truvestments Capital
Florida
$114K +$12K +246 +13%
AWA
3162
American Wealth Advisors
Georgia
$113K +$107K +2,192 New
DPW
3163
DiNuzzo Private Wealth
Pennsylvania
$112K
CB
3164
CNB Bank
Pennsylvania
$110K +$85.5K +1,752 +454%
AW
3165
Avion Wealth
Texas
$110K +$4.54K +93 +5%
DWM
3166
Darwin Wealth Management
Florida
$110K -$6.34K -130 -6%
DI
3167
DAGCO Inc
Ohio
$110K +$146 +3 +0.1%
GWSG
3168
GPS Wealth Strategies Group
Colorado
$108K -$31.5K -646 -24%
1NWS
3169
1 North Wealth Services
Maryland
$108K
TC
3170
Tacita Capital
Ontario, Canada
$107K -$232K -4,762 -70%
FPF
3171
First Pacific Financial
Washington
$107K +$98 +2 +0.1%
MSWA
3172
Marshall & Sterling Wealth Advisors
New York
$106K +$146 +3 +0.1%
CAC
3173
Core Alternative Capital
Georgia
$104K
BL
3174
BFSG LLC
California
$104K +$9.03K +185 +10%
PW
3175
Pandora Wealth
Illinois
$103K

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.