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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
AIA
876
AssuredPartners Investment Advisors
Florida
$5.75M
APP
877
Avantax Planning Partners
Iowa
$5.75M
BRWA
878
B. Riley Wealth Advisors
Florida
$5.75M
EWM
879
Empirical Wealth Management
Washington
$5.73M
BHWM
880
Bar Harbor Wealth Management
New Hampshire
$5.7M
LPT
881
Legacy Private Trust
Wisconsin
$5.66M
PA
882
Parallel Advisors
California
$5.64M
KAM
883
Knightsbridge Asset Management
California
$5.61M
AC
884
Aldebaran Capital
Indiana
$5.6M
LIM
885
Letson Investment Management
Georgia
$5.6M
SWP
886
Sagespring Wealth Partners
Tennessee
$5.59M
DAS
887
Dynamic Advisor Solutions
Arizona
$5.55M
CAM
888
Carret Asset Management
New York
$5.54M
VC
889
Vestor Capital
Illinois
$5.54M
BCFD
890
Boit C.F. David
$5.53M
SC
891
Sykon Capital
New York
$5.51M
WTC
892
WhitTier Trust Company
Nevada
$5.5M
VCA
893
Verdence Capital Advisors
Maryland
$5.5M
FG
894
Fiduciary Group
Georgia
$5.49M
SPG
895
Strategic Planning Group
Utah
$5.48M
EAM
896
EULAV Asset Management
Florida
$5.47M
SSI
897
Scott & Selber Inc
Texas
$5.46M
PAMG
898
Patton Albertson Miller Group
Tennessee
$5.46M
SIG
899
Sargent Investment Group
Maryland
$5.45M
QCM
900
Qsemble Capital Management
New York
$5.44M