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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
FF
3301
Friedenthal Financial
New Jersey
$16.4K
SHIM
3302
Stone House Investment Management
Pennsylvania
$16K +$1.22K +25 +9%
CTWM
3303
Cherry Tree Wealth Management
Minnesota
$15K
WA
3304
Westfuller Advisors
New York
$14.8K +$14K +286 New
RS
3305
Rakuten Securities
Japan
$14.5K -$12.3K -252 -47%
PWA
3306
Principia Wealth Advisory
Texas
$14K +$1.46K +30 +12%
NCM
3307
Northwest Capital Management
Oregon
$14K -$36.6K -750 -73%
MG
3308
MilWealth Group
Wisconsin
$13.9K
APW
3309
Atlantic Private Wealth
North Carolina
$13.8K
IA
3310
IFS Advisors
Kansas
$12.9K
WW
3311
Winnow Wealth
Texas
$12.8K +$12.1K +247 New
FFA
3312
Frazier Financial Advisors
Ohio
$12.8K +$98 +2 +0.8%
T
3313
Transce3nd
Texas
$12.2K -$1.15M -23,606 -99%
HFS
3314
Horizon Financial Services
North Carolina
$12K +$7.51K +154 +197%
VWM
3315
Vermillion Wealth Management
Minnesota
$11.4K +$1.46K +30 +16%
VFM
3316
Vision Financial Markets
Connecticut
$11.3K +$49 +1 +0.5%
HAP
3317
Harbor Asset Planning
Massachusetts
$11.2K
1IA
3318
1620 Investment Advisors
Massachusetts
$11.1K
FG
3319
Fairman Group
Pennsylvania
$11.1K
PAM
3320
Palisade Asset Management
Minnesota
$11.1K +$10.4K +214 New
TLCM
3321
Twin Lakes Capital Management
California
$10.3K -$42.2K -866 -81%
TFG
3322
Team Financial Group
California
$9.94K +$49 +1 +0.5%
CWM
3323
Cedar Wealth Management
California
$9.88K
LB
3324
Legacy Bridge
Iowa
$9.34K +$976 +20 +12%
CAM
3325
Costello Asset Management
Pennsylvania
$9.33K -$11.9K -244 -57%

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.