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Bank of America

3,343 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 1,386 increasing their positions, 1,305 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.76% more ownership

Funds ownership: 72.91%73.67% (+0.76%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $8.38B

Holders
3,343
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
$5.39B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$1.96B
2 +$973M
3 +$817M
4
Citigroup
Citigroup
New York
+$716M
5
Capital World Investors
Capital World Investors
California
+$696M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
801
Rothschild Investment LLC
Illinois
$6.96M
TSW
802
Thompson Siegel & Walmsley
Virginia
$6.95M
IPW
803
Inlet Private Wealth
Florida
$6.94M
NP
804
NorthRock Partners
Minnesota
$6.85M
HI
805
Hoey Investments
Pennsylvania
$6.81M
MPIM
806
McGinn Penninger Investment Management
Virginia
$6.81M
APSI
807
Asset Planning Services Inc
Louisiana
$6.8M
PGAM
808
Princeton Global Asset Management
New Jersey
$6.8M
CCM
809
Coldstream Capital Management
Washington
$6.79M
HCP
810
Hardin Capital Partners
South Carolina
$6.79M
MWM
811
Mission Wealth Management
California
$6.76M
TFS
812
Thoroughbred Financial Services
Tennessee
$6.76M
PAG
813
Private Advisory Group
Washington
$6.74M
SCP
814
Stamos Capital Partners
California
$6.72M
AG
815
Algert Global
California
$6.71M
SAM
816
Shikiar Asset Management
New York
$6.67M
BJL
817
Brighton Jones LLC
Washington
$6.66M
AG
818
Ascent Group
Virginia
$6.66M
HPG
819
Harvest Portfolios Group
Ontario, Canada
$6.65M
MLIC
820
Mandatum Life Insurance Company
Finland
$6.65M
SA
821
Shilanski & Associates
Alaska
$6.62M
WPP
822
Whalerock Point Partners
Rhode Island
$6.58M
GCM
823
Gibraltar Capital Management
Oklahoma
$6.55M
PMSA
824
Patrick M. Sweeney & Associates
Illinois
$6.54M
IA
825
IFP Advisors
Florida
$6.54M