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Bank of America

3,504 hedge funds and large institutions have $303B invested in Bank of America in 2025 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 1,451 increasing their positions, 1,301 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 3,3423,504 (+162)

2.21% more ownership

Funds ownership: 73.67%75.88% (+2.2%)

40% less call options, than puts

Call options by funds: $5.43B | Put options by funds: $9.11B

Holders
3,504
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.43B
Puts
$9.11B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
3301
Mark Sheptoff Financial Planning
Connecticut
$99.1K
CW
3302
Curio Wealth
Maryland
$95K
WSC
3303
Wellington Shields & Co
New York
$95K
MIM
3304
Manitou Investment Management
Ontario, Canada
$94.9K
WAS
3305
Winch Advisory Services
Wisconsin
$94.7K
BFP
3306
Birchwood Financial Partners
Minnesota
$94K
PMIM
3307
Prudent Man Investment Management
Colorado
$92.7K
PAI
3308
Pittenger & Anderson Inc
Nebraska
$92.2K
B
3309
Birchbrook
Maine
$91.1K
EF
3310
Entrust Financial
Pennsylvania
$90.3K
TWD
3311
True Wealth Design
Ohio
$86.7K
WWA
3312
Wealth Watch Advisors
Colorado
$85.7K
CFM
3313
Cornerstone Financial Management
Massachusetts
$85.3K
SVWA
3314
Sarver Vrooman Wealth Advisors
Missouri
$83.8K
BFS
3315
Beacon Financial Strategies
North Carolina
$83.5K
SEP
3316
Signature Equity Partners
Ohio
$83.4K
TWM
3317
Timmons Wealth Management
Massachusetts
$81.9K
BFPW
3318
BOK Financial Private Wealth
Colorado
$81.8K
AFC
3319
Ares Financial Consulting
California
$81.3K
OC
3320
Oakmont Corp
California
$80K
HHMI
3321
Howard Hughes Medical Institute
Maryland
$79.7K
VWA
3322
Valued Wealth Advisors
Utah
$78.7K
MFT
3323
Moisand Fitzgerald Tamayo
Florida
$78.6K
FFL
3324
Financial Freedom LLC
Ohio
$76.8K
OW
3325
Olistico Wealth
Oklahoma
$76.6K