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Bank of America

3,323 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, 1,380 increasing their positions, 1,295 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:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

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
3,323
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
IPW
801
Inlet Private Wealth
Florida
$6.94M
NP
802
NorthRock Partners
Minnesota
$6.85M
HI
803
Hoey Investments
Pennsylvania
$6.81M
MPIM
804
McGinn Penninger Investment Management
Virginia
$6.81M
APSI
805
Asset Planning Services Inc
Louisiana
$6.8M
PGAM
806
Princeton Global Asset Management
New Jersey
$6.8M
CCM
807
Coldstream Capital Management
Washington
$6.79M
HCP
808
Hardin Capital Partners
South Carolina
$6.79M
MWM
809
Mission Wealth Management
California
$6.76M
TFS
810
Thoroughbred Financial Services
Tennessee
$6.76M
PAG
811
Private Advisory Group
Washington
$6.74M
SCP
812
Stamos Capital Partners
California
$6.72M
AG
813
Algert Global
California
$6.71M
SAM
814
Shikiar Asset Management
New York
$6.67M
BJL
815
Brighton Jones LLC
Washington
$6.66M
AG
816
Ascent Group
Virginia
$6.66M
HPG
817
Harvest Portfolios Group
Ontario, Canada
$6.65M
MLIC
818
Mandatum Life Insurance Company
Finland
$6.65M
SA
819
Shilanski & Associates
Alaska
$6.62M
WPP
820
Whalerock Point Partners
Rhode Island
$6.58M
GCM
821
Gibraltar Capital Management
Oklahoma
$6.55M
IA
822
IFP Advisors
Florida
$6.55M
PMSA
823
Patrick M. Sweeney & Associates
Illinois
$6.54M
BCM
824
Bretton Capital Management
California
$6.5M
BA
825
Baugh & Associates
Georgia
$6.46M