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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
OR
3451
Olympiad Research
Connecticut
-$224K -4,734 Closed
BWG
3452
Berry Wealth Group
Texas
-$220K -4,651 Closed
HWP
3453
Hibernia Wealth Partners
Louisiana
-$215K -4,548 Closed
BMM
3454
Berkshire Money Management
Massachusetts
-$211K -4,456 Closed
SWGC
3455
Summit Wealth Group (Colorado)
Colorado
-$205K -4,321 Closed
RWM
3456
Reston Wealth Management
Virginia
-$204K -4,309 Closed
BST
3457
Bath Savings Trust
Maine
-$203K -4,293 Closed
CA
3458
Callahan Advisors
Texas
-$203K -4,287 Closed
SGC
3459
Slocum, Gordon & Co
Rhode Island
-$169K -3,571 Closed
SO
3460
Sierra Ocean
California
-$151K -3,194 Closed
PC
3461
Promus Capital
Illinois
-$143K -3,014 Closed
CWM
3462
CarsonAllaria Wealth Management
Illinois
-$140K -2,949 Closed
RAM
3463
Riggs Asset Management
Pennsylvania
-$135K -2,850 Closed
OW
3464
Olistico Wealth
Oklahoma
-$135K -2,843 Closed
GWM
3465
Gitterman Wealth Management
New Jersey
-$111K -2,338 Closed
BA
3466
Bellwether Advisors
Nebraska
-$106K -2,250 Closed
WCM
3467
WealthTrak Capital Management
Virginia
-$103K -2,185 Closed
AWM
3468
Atticus Wealth Management
Florida
-$97.9K -2,069 Closed
QL
3469
Quarry LP
New York
-$66.9K -1,413 Closed
WA
3470
Whipplewood Advisors
Colorado
-$62.9K -1,330 Closed
MWM
3471
MorganRosel Wealth Management
Colorado
-$57.2K -1,208 Closed
MS
3472
Marshall & Sullivan
Washington
-$53.6K -1,133 Closed
PCC
3473
Park Circle Company
Maryland
-$47.3K -1,000 Closed
TIM
3474
Total Investment Management
Arizona
-$40.5K -856 Closed
GC
3475
GFG Capital
Florida
-$38.6K -815 Closed

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.