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Bank of America

3,325 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 217 funds opening new positions, 1,381 increasing their positions, 1,296 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.75% more ownership

Funds ownership: 72.91%73.66% (+0.75%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.38B | Put options by funds: $8.38B

Holders
3,325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.38B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$2.08B
2 +$1.03B
3 +$864M
4
Citigroup
Citigroup
New York
+$757M
5
Capital World Investors
Capital World Investors
California
+$737M
Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
776
Philip James Wealth Mangement
Georgia
$7.63M
IAN
777
Integrated Advisors Network
Texas
$7.61M
EFMC
778
Empire Financial Management Company
New York
$7.61M
IWA
779
Icon Wealth Advisors
Texas
$7.55M
HIC
780
Harbor Island Capital
Massachusetts
$7.53M
KA
781
Kintegral Advisory
New York
$7.45M
LA
782
Lynch & Associates
Indiana
$7.44M
GT
783
Greenleaf Trust
Michigan
$7.44M
BWP
784
Baldwin Wealth Partners
Massachusetts
$7.42M
PS
785
Principal Securities
Iowa
$7.41M
CSP
786
Cary Street Partners
Virginia
$7.31M
SSWM
787
Smith Salley Wealth Management
North Carolina
$7.3M
FWC
788
First Washington Corp
Washington
$7.3M
GVAG
789
Great Valley Advisor Group
Delaware
$7.27M
AWCI
790
Alpine Woods Capital Investors
New York
$7.24M
HCA
791
Harbor Capital Advisors
Illinois
$7.23M
VT
792
Vise Technologies
New York
$7.22M
BFO
793
Biltmore Family Office
North Carolina
$7.19M
LM
794
Lincluden Management
Ontario, Canada
$7.14M
CBB
795
Citizens Business Bank
California
$7.14M
GIA
796
GHP Investment Advisors
Colorado
$7.1M
MOS
797
MGO One Seven
Ohio
$7.05M
MA
798
Montag & Associates
Georgia
$7.04M
GI
799
GAMMA Investing
California
$7.02M
RIL
800
Rothschild Investment LLC
Illinois
$6.96M