We are live on ! Find out more
BAC icon

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
PIS
3226
POM Investment Strategies
North Carolina
$51.9K
WPWM
3227
Western Pacific Wealth Management
Illinois
$51.7K
FCT
3228
First Community Trust
Iowa
$51.6K
MDA
3229
Minot DeBlois Advisors
Massachusetts
$51.6K
HNW
3230
High Note Wealth
Minnesota
$50.9K +$878 +18 +2%
VWA
3231
VSM Wealth Advisory
Maryland
$50.6K -$34K -696 -42%
DWM
3232
Dogwood Wealth Management
Kansas
$48.9K +$6.34K +130 +16%
RWS
3233
Retirement Wealth Solutions
Wisconsin
$48.6K +$49 +1 +0.1%
SVWA
3234
Sarver Vrooman Wealth Advisors
Missouri
$48.3K
FGA
3235
Fortis Group Advisors
New Jersey
$47.1K
SHM
3236
Sagard Holdings Management
Ontario, Canada
$46.3K
MSFP
3237
Mark Sheptoff Financial Planning
Connecticut
$44.5K -$4.24K -87 -9%
NFSG
3238
Newbridge Financial Services Group
Florida
$43.3K -$448K -9,190 -92%
HFS
3239
Hughes Financial Services
Virginia
$43.3K -$115K -2,348 -74%
KFP
3240
Kerr Financial Planning
California
$43.2K +$40.3K +826 New
RTL
3241
Red Tortoise LLC
Georgia
$42.8K
KG
3242
Kilter Group
New York
$42.1K +$15.2K +312 +62%
RF
3243
Robinswood Financial
Washington
$41K
SAS
3244
Spurstone Advisory Services
Connecticut
$40.2K
TLA
3245
Tanglewood Legacy Advisors
Texas
$40K
GFL
3246
Granite FO LLC
New Hampshire
$39.8K
HWP
3247
Highline Wealth Partners
California
$39.6K +$7.12K +146 +24%
BGA
3248
Battery Global Advisors
Massachusetts
$39K +$195 +4 +0.5%
AIA
3249
Aventus Investment Advisors
Florida
$38.2K -$5.12K -105 -12%
BFS
3250
Bare Financial Services
Pennsylvania
$37.4K +$23K +472 +187%

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.