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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
KFP
3201
Keener Financial Planning
Texas
$75K
MAM
3202
Meeder Asset Management
Ohio
$74.7K -$130K -2,656 -65%
MFT
3203
Moisand Fitzgerald Tamayo
Florida
$73.6K +$49 +1 +0.1%
AP
3204
Aspect Partners
Virginia
$73.4K +$9.12K +187 +15%
HFS
3205
Hopwood Financial Services
Virginia
$72.2K
FFL
3206
Financial Freedom LLC
Ohio
$71.9K +$244 +5 +0.4%
VWA
3207
Valued Wealth Advisors
Utah
$70.2K +$1.22K +25 +2%
PMIM
3208
Prudent Man Investment Management
Colorado
$69.4K
BC
3209
Broadwater Capital
Massachusetts
$68.7K -$3.01M -61,698 -98%
CI
3210
Clal Insurance
Israel
$67K -$1.17K -24 -2%
UFPG
3211
United Financial Planning Group
New York
$65.9K +$62.3K +1,278 New
LAM
3212
LOM Asset Management
$64K
Loomis, Sayles & Company
3213
Loomis, Sayles & Company
Massachusetts
$63.8K +$1.02K +21 +2%
BL
3214
Balentine LLC
Georgia
$63.8K +$60.3K +1,236 New
CCM
3215
Cloud Capital Management
Washington
$62K +$59.3K +1,215 New
CWM
3216
Cranbrook Wealth Management
Michigan
$61.7K +$20.2K +414 +53%
Q1WB
3217
Quest 10 Wealth Builders
Virginia
$57.9K -$927 -19 -2%
FMTCOCP
3218
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K
NWMP
3219
Noble Wealth Management PBC
Colorado
$56.5K +$53.4K +1,095 New
HWM
3220
HighMark Wealth Management
Minnesota
$56.4K -$732 -15 -1%
DCM
3221
Davis Capital Management
Florida
$55.6K +$52.5K +1,077 New
GFWA
3222
Grey Fox Wealth Advisors
Delaware
$55.4K +$52.4K +1,075 New
TCM
3223
TruNorth Capital Management
Michigan
$54.9K
PCTC
3224
Perkins Coie Trust Company
Washington
$52.5K
UOIF
3225
University of Illinois Foundation
Illinois
$52.3K -$2.63K -54 -5%

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.