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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
CA
776
Clearstead Advisors
Ohio
$7.66M +$569K +11,654 +9%
SF
777
Summit Financial
New Jersey
$7.66M +$1.13M +23,084 +18%
OIA
778
OneDigital Investment Advisors
Kansas
$7.64M -$70.7K -1,450 -1%
PJWM
779
Philip James Wealth Mangement
Georgia
$7.63M -$692K -14,180 -9%
IAN
780
Integrated Advisors Network
Texas
$7.61M +$106K +2,174 +1%
EFMC
781
Empire Financial Management Company
New York
$7.61M +$4.34M +89,007 +152%
IWA
782
Icon Wealth Advisors
Texas
$7.55M -$90.4K -1,854 -1%
HIC
783
Harbor Island Capital
Massachusetts
$7.53M
KA
784
Kintegral Advisory
New York
$7.45M -$31.5K -646 -0.4%
LA
785
Lynch & Associates
Indiana
$7.44M -$24.1K -495 -0.3%
GT
786
Greenleaf Trust
Michigan
$7.44M +$52.1K +1,068 +0.7%
BWP
787
Baldwin Wealth Partners
Massachusetts
$7.42M -$64.6K -1,325 -0.9%
PS
788
Principal Securities
Iowa
$7.41M +$342K +7,009 +5%
CSP
789
Cary Street Partners
Virginia
$7.31M -$245K -5,020 -3%
SSWM
790
Smith Salley Wealth Management
North Carolina
$7.3M +$789K +16,169 +13%
FWC
791
First Washington Corp
Washington
$7.3M -$12.8K -263 -0.2%
GVAG
792
Great Valley Advisor Group
Delaware
$7.27M -$195K -4,007 -3%
AWCI
793
Alpine Woods Capital Investors
New York
$7.24M -$1.16M -23,875 -15%
HCA
794
Harbor Capital Advisors
Illinois
$7.23M +$224K +4,595 +3%
VT
795
Vise Technologies
New York
$7.22M -$1.19M -24,304 -15%
BFO
796
Biltmore Family Office
North Carolina
$7.19M +$4.86M +99,655 +251%
LM
797
Lincluden Management
Ontario, Canada
$7.14M -$40.3K -826 -0.6%
CBB
798
Citizens Business Bank
California
$7.14M +$111K +2,268 +2%
GIA
799
GHP Investment Advisors
Colorado
$7.1M +$18.6K +381 +0.3%
MOS
800
MGO One Seven
Ohio
$7.05M +$1.72M +35,217 +35%

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.