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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
MA
801
Montag & Associates
Georgia
$7.04M +$4.44K +91 +0.1%
GI
802
GAMMA Investing
California
$7.02M +$661K +13,548 +11%
RIL
803
Rothschild Investment LLC
Illinois
$6.96M +$42.5K +871 +0.7%
TSW
804
Thompson Siegel & Walmsley
Virginia
$6.95M -$30K -614 -0.5%
IPW
805
Inlet Private Wealth
Florida
$6.94M +$26.1K +536 +0.4%
NP
806
NorthRock Partners
Minnesota
$6.85M +$1.02M +20,852 +19%
HI
807
Hoey Investments
Pennsylvania
$6.81M -$110K -2,264 -2%
MPIM
808
McGinn Penninger Investment Management
Virginia
$6.81M -$59.8K -1,225 -0.9%
APSI
809
Asset Planning Services Inc
Louisiana
$6.8M +$206K +4,225 +3%
PGAM
810
Princeton Global Asset Management
New Jersey
$6.8M +$1.84M +37,745 +40%
CCM
811
Coldstream Capital Management
Washington
$6.79M +$131K +2,684 +2%
HCP
812
Hardin Capital Partners
South Carolina
$6.79M -$409K -8,393 -6%
MWM
813
Mission Wealth Management
California
$6.76M -$1.09M -22,393 -15%
TFS
814
Thoroughbred Financial Services
Tennessee
$6.76M +$262K +5,372 +4%
PAG
815
Private Advisory Group
Washington
$6.74M -$771K -15,804 -11%
SCP
816
Stamos Capital Partners
California
$6.72M -$1.39M -28,524 -18%
AG
817
Algert Global
California
$6.71M -$49 -1 -0%
SAM
818
Shikiar Asset Management
New York
$6.67M -$182K -3,740 -3%
BJL
819
Brighton Jones LLC
Washington
$6.66M +$717K +14,697 +13%
AG
820
Ascent Group
Virginia
$6.66M +$1.1M +22,531 +21%
HPG
821
Harvest Portfolios Group
Ontario, Canada
$6.65M -$169K -3,466 -3%
MLIC
822
Mandatum Life Insurance Company
Finland
$6.65M
SA
823
Shilanski & Associates
Alaska
$6.62M +$233K +4,773 +4%
WPP
824
Whalerock Point Partners
Rhode Island
$6.58M -$136K -2,797 -2%
GCM
825
Gibraltar Capital Management
Oklahoma
$6.55M -$239K -4,891 -4%

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.