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
IAA
626
Independent Advisor Alliance
North Carolina
$11.8M +$232K +4,751 +2%
ACA
627
Aptus Capital Advisors
Alabama
$11.7M -$23.6M -482,789 -68%
B
628
Bailard
California
$11.7M -$155K -3,174 -1%
GIM
629
Goelzer Investment Management
Indiana
$11.7M -$196K -4,009 -2%
FDP
630
Financiere des Professionnels
Quebec, Canada
$11.7M -$206K -4,229 -2%
CIM
631
Contravisory Investment Management
Massachusetts
$11.7M -$478K -9,805 -4%
NAS
632
NWF Advisory Services
California
$11.6M -$1.01M -20,629 -8%
FCP
633
Fidelis Capital Partners
Florida
$11.6M +$966K +19,803 +10%
Vontobel Holding
634
Vontobel Holding
Switzerland
$11.6M +$646K +13,250 +6%
Assenagon Asset Management
635
Assenagon Asset Management
Luxembourg
$11.6M -$2.96M -60,590 -21%
AWM
636
Axxcess Wealth Management
California
$11.6M +$698K +14,300 +7%
NSLI
637
Nan Shan Life Insurance
Taiwan
$11.5M -$61.2M -1,254,833 -85%
FAB
638
First American Bank
Illinois
$11.5M +$152K +3,120 +1%
CTC
639
Central Trust Company
Missouri
$11.5M -$115K -2,354 -1%
MGIA
640
Moneta Group Investment Advisors
Missouri
$11.5M -$222K -4,554 -2%
QCG
641
Quadrant Capital Group
Ohio
$11.5M +$113K +2,316 +1%
RIA
642
RPG Investment Advisory
California
$11.4M -$29.7K -608 -0.3%
CM
643
Cercano Management
Washington
$11.4M -$8.42M -172,693 -44%
UWM
644
Udine Wealth Management
Florida
$11.4M +$115K +2,356 +1%
JIC
645
Johnson Investment Counsel
Ohio
$11.4M -$178K -3,648 -2%
NMIMC
646
Northwestern Mutual Investment Management Company
Wisconsin
$11.2M +$398K +8,148 +4%
GI
647
GLOBALT Investments
Georgia
$11.2M -$165K -3,373 -2%
FCM
648
FJ Capital Management
Virginia
$11.2M +$10.6M +216,409 New
NIP
649
Nicholas Investment Partners
California
$11.1M +$1.84M +37,780 +21%
LWANC
650
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.9M -$28.4K -582 -0.3%

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.