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Bank of America

3,324 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, 1,381 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
3,324
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
RWS
3201
Retirement Wealth Solutions
Wisconsin
$48.6K
SVWA
3202
Sarver Vrooman Wealth Advisors
Missouri
$48.3K
FGA
3203
Fortis Group Advisors
New Jersey
$47.1K
SHM
3204
Sagard Holdings Management
Ontario, Canada
$46.3K
MSFP
3205
Mark Sheptoff Financial Planning
Connecticut
$44.5K
NFSG
3206
Newbridge Financial Services Group
Florida
$43.3K
HFS
3207
Hughes Financial Services
Virginia
$43.3K
KFP
3208
Kerr Financial Planning
California
$43.2K
RTL
3209
Red Tortoise LLC
Georgia
$42.8K
SAS
3210
Spurstone Advisory Services
Connecticut
$40.2K
TLA
3211
Tanglewood Legacy Advisors
Texas
$40K
GFL
3212
Granite FO LLC
New Hampshire
$39.8K
HWP
3213
Highline Wealth Partners
California
$39.6K
BGA
3214
Battery Global Advisors
Massachusetts
$39K
AIA
3215
Aventus Investment Advisors
Florida
$38.2K
BFS
3216
Bare Financial Services
Pennsylvania
$37.4K
CMA
3217
Cedar Mountain Advisors
Oregon
$37.1K
PFSC
3218
Peoples Financial Services Corp
Pennsylvania
$36.5K
OCM
3219
Osterweis Capital Management
California
$36.5K
APW
3220
Acima Private Wealth
Virginia
$36.4K
FRA
3221
Front Row Advisors
California
$35.6K
HCM
3222
Horrell Capital Management
Arkansas
$35.6K
MWM
3223
Mascoma Wealth Management
New Hampshire
$33.4K
MDCM
3224
Morgan Dempsey Capital Management
Wisconsin
$32.8K
1M
3225
1248 Management
Missouri
$32.6K