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Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
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
$5.36B
Puts
$8.35B
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
FGA
3176
Fortis Group Advisors
New Jersey
$47.1K
SHM
3177
Sagard Holdings Management
Ontario, Canada
$46.3K
MSFP
3178
Mark Sheptoff Financial Planning
Connecticut
$44.5K
NFSG
3179
Newbridge Financial Services Group
Florida
$43.3K
HFS
3180
Hughes Financial Services
Virginia
$43.3K
KFPC
3181
KERR FINANCIAL PLANNING Corp
California
$43.2K
RTL
3182
Red Tortoise LLC
Georgia
$42.8K
SAS
3183
Spurstone Advisory Services
Connecticut
$40.2K
TLA
3184
Tanglewood Legacy Advisors
Texas
$40K
GFL
3185
Granite FO LLC
New Hampshire
$39.8K
HWP
3186
Highline Wealth Partners
California
$39.6K
BGA
3187
Battery Global Advisors
Massachusetts
$39K
AIA
3188
Aventus Investment Advisors
Florida
$38.2K
BFS
3189
Bare Financial Services
Pennsylvania
$37.4K
CMA
3190
Cedar Mountain Advisors
Oregon
$37.1K
PFSC
3191
Peoples Financial Services Corp
Pennsylvania
$36.5K
OCM
3192
Osterweis Capital Management
California
$36.5K
APW
3193
Acima Private Wealth
Virginia
$36.4K
HCM
3194
Horrell Capital Management
Arkansas
$35.6K
FRA
3195
Front Row Advisors
California
$35.6K
MWM
3196
Mascoma Wealth Management
New Hampshire
$33.4K
MDCM
3197
Morgan Dempsey Capital Management
Wisconsin
$32.8K
1M
3198
1248 Management
Missouri
$32.6K
CFS
3199
CGC Financial Services
Oregon
$31.5K
PCM
3200
Penserra Capital Management
California
$31K