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
PWM
676
Perigon Wealth Management
California
$10.1M -$3.18M -65,116 -25%
SB
677
SIG Brokerage
New York
$10.1M +$2.4M +49,260 +34%
CIG
678
Consolidated Investment Group
Colorado
$10.1M
S
679
SignatureFD
Georgia
$10M -$276K -5,667 -3%
FFBTD
680
First Financial Bank - Trust Division
Ohio
$10M -$442K -9,069 -4%
APA
681
Astoria Portfolio Advisors
New York
$9.97M -$85K -1,742 -0.9%
AWA
682
Arkadios Wealth Advisors
Georgia
$9.94M +$755K +15,478 +9%
BDA
683
Borer Denton & Associates
Pennsylvania
$9.93M +$47.6K +975 +0.5%
DWM
684
Dakota Wealth Management
Florida
$9.91M -$2.36M -48,291 -20%
WCA
685
Waratah Capital Advisors
Ontario, Canada
$9.89M +$9.35M +191,681 New
CG
686
Caprock Group
Idaho
$9.88M +$9.5M +194,750 New
FC
687
Fusion Capital
South Carolina
$9.86M -$45.5K -932 -0.5%
PTC
688
Philadelphia Trust Company
Pennsylvania
$9.83M +$32.9K +674 +0.4%
PBC
689
Pavion Blue Capital
California
$9.83M -$55.7K -1,142 -0.6%
SCM
690
Schnieders Capital Management
California
$9.82M +$31.7K +650 +0.3%
WAM
691
Wallington Asset Management
Indiana
$9.82M +$396K +8,120 +4%
MCM
692
Maltese Capital Management
New York
$9.8M -$2.93M -60,000 -24%
BFG
693
Bleakley Financial Group
New Jersey
$9.78M +$776K +15,909 +9%
LI
694
LMCG Investments
Massachusetts
$9.72M -$298K -6,113 -3%
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.72M +$640K +13,110 +8%
WS
696
Wedbush Securities
California
$9.71M +$820K +16,803 +10%
BG
697
BDF Gestion
France
$9.68M -$1.9M -38,997 -17%
CC
698
Courier Capital
New York
$9.65M +$897K +18,377 +11%
AWM
699
Apollon Wealth Management
South Carolina
$9.59M -$57.8K -1,184 -0.6%
SC
700
Searle & Co
Connecticut
$9.55M +$6K +123 +0.1%

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.