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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
CIC
651
Concord Investment Counsel
California
$10.9M +$10.3M +210,831 New
RWM
652
Ritholtz Wealth Management
New York
$10.8M +$568K +11,646 +6%
AIM
653
Access Investment Management
Georgia
$10.8M
BPC
654
Bearing Point Capital
Minnesota
$10.7M -$39K -800 -0.4%
PAS
655
Park Avenue Securities
New York
$10.7M +$629K +12,897 +7%
FT
656
Fiduciary Trust
Massachusetts
$10.7M -$535K -10,960 -5%
TS
657
Triglav Skladi
Slovenia
$10.7M +$5.32M +108,950 +111%
NSIM
658
North Star Investment Management
Illinois
$10.6M +$41.9K +858 +0.4%
PCA
659
Providence Capital Advisors
North Carolina
$10.6M +$27K +553 +0.3%
MFG
660
Merit Financial Group
Georgia
$10.6M +$515K +10,550 +5%
BG
661
Bollard Group
Massachusetts
$10.5M +$476K +9,750 +5%
ASN
662
Advisory Services Network
Georgia
$10.5M -$62.1K -1,272 -0.6%
BHIA
663
Birch Hill Investment Advisors
Massachusetts
$10.5M -$643K -13,173 -6%
PCA
664
Pallas Capital Advisors
Massachusetts
$10.5M +$213K +4,369 +2%
VFA
665
Valeo Financial Advisors
Indiana
$10.5M -$797K -16,327 -7%
BFS
666
Bard Financial Services
Connecticut
$10.4M -$61K -1,250 -0.6%
PCIA
667
Prime Capital Investment Advisors
Kansas
$10.4M +$103K +2,121 +1%
FA
668
Fagan Associates
New York
$10.4M +$674K +13,818 +7%
MSA
669
MUFG Securities Americas
New York
$10.3M +$2.04M +41,809 +27%
HNB
670
Huntington National Bank
Ohio
$10.2M +$31.4K +643 +0.3%
GC
671
Guggenheim Capital
Illinois
$10.2M +$268K +5,491 +3%
PWW
672
Pettyjohn Wood & White
Virginia
$10.2M -$1.5M -30,765 -13%
DA
673
DCM Advisors
New York
$10.2M -$410K -8,409 -4%
SFI
674
Siemens Fonds Invest
Germany
$10.2M -$302K -6,185 -3%
NCM
675
Novare Capital Management
North Carolina
$10.1M -$607K -12,452 -6%

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.