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Bank of America

3,323 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 217 funds opening new positions, 1,380 increasing their positions, 1,295 reducing their positions, and 125 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 funds holding

Funds holding:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.38B | Put options by funds: $8.38B

Holders
3,323
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
$5.38B
Puts
$8.38B
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
SVWA
3201
Sarver Vrooman Wealth Advisors
Missouri
$48.3K
FGA
3202
Fortis Group Advisors
New Jersey
$47.1K
SHM
3203
Sagard Holdings Management
Ontario, Canada
$46.3K
MSFP
3204
Mark Sheptoff Financial Planning
Connecticut
$44.5K
NFSG
3205
Newbridge Financial Services Group
Florida
$43.3K
HFS
3206
Hughes Financial Services
Virginia
$43.3K
KFP
3207
Kerr Financial Planning
California
$43.2K
RTL
3208
Red Tortoise LLC
Georgia
$42.8K
SAS
3209
Spurstone Advisory Services
Connecticut
$40.2K
TLA
3210
Tanglewood Legacy Advisors
Texas
$40K
GFL
3211
Granite FO LLC
New Hampshire
$39.8K
HWP
3212
Highline Wealth Partners
California
$39.6K
BGA
3213
Battery Global Advisors
Massachusetts
$39K
AIA
3214
Aventus Investment Advisors
Florida
$38.2K
BFS
3215
Bare Financial Services
Pennsylvania
$37.4K
CMA
3216
Cedar Mountain Advisors
Oregon
$37.1K
PFSC
3217
Peoples Financial Services Corp
Pennsylvania
$36.5K
OCM
3218
Osterweis Capital Management
California
$36.5K
APW
3219
Acima Private Wealth
Virginia
$36.4K
HCM
3220
Horrell Capital Management
Arkansas
$35.6K
FRA
3221
Front Row Advisors
California
$35.6K
MWM
3222
Mascoma Wealth Management
New Hampshire
$33.4K
MDCM
3223
Morgan Dempsey Capital Management
Wisconsin
$32.8K
1M
3224
1248 Management
Missouri
$32.6K
CFS
3225
CGC Financial Services
Oregon
$31.5K