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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
SAG
976
SageView Advisory Group
California
$4.54M +$310K +6,363 +8%
PMG
977
ProVise Management Group
Florida
$4.53M +$211K +4,316 +5%
SB
978
Strategic Blueprint
Georgia
$4.52M +$130K +2,672 +3%
AAI
979
American Assets Inc
California
$4.51M
CGIM
980
Capital Group Investment Management
Singapore
$4.5M -$35.3K -724 -0.8%
PT
981
Plimoth Trust
Massachusetts
$4.49M -$206K -4,232 -5%
IAS
982
Insigneo Advisory Services
Florida
$4.49M -$44.4K -911 -1%
HCM
983
Hollencrest Capital Management
California
$4.48M +$4.88K +100 +0.1%
NSEDCP
984
NJ State Employees Deferred Compensation Plan
New Jersey
$4.47M
RC
985
Roundview Capital
New Jersey
$4.44M +$69.3K +1,420 +2%
CIP
986
Convergence Investment Partners
Florida
$4.43M +$331K +6,794 +9%
MIP
987
Marietta Investment Partners
Wisconsin
$4.4M +$54.3K +1,113 +1%
LAM
988
Lakewood Asset Management
Illinois
$4.39M +$21.8K +447 +0.5%
SCM
989
Silvant Capital Management
Georgia
$4.39M -$813K -16,659 -16%
BKA
990
Brick & Kyle Associates
Pennsylvania
$4.38M -$2.96M -60,617 -66%
DJYG
991
David J. Yvars Group
Florida
$4.38M
SIA
992
SeaBridge Investment Advisors
New Jersey
$4.38M +$190K +3,887 +5%
CAIM
993
Catherine Avery Investment Management
Florida
$4.36M +$737K +15,117 +22%
NW
994
Naviter Wealth
Arkansas
$4.33M +$144K +2,948 +4%
KCM
995
Kornitzer Capital Management
Kansas
$4.32M +$21.4K +439 +0.5%
CWM
996
Cordatus Wealth Management
Pennsylvania
$4.32M +$24.3K +498 +0.6%
BIA
997
Beacon Investment Advisors
Maryland
$4.32M +$13.6K +279 +0.3%
WAM
998
Wernau Asset Management
Massachusetts
$4.31M -$115K -2,353 -3%
RMAM
999
Raab & Moskowitz Asset Management
New Jersey
$4.31M +$390 +8 +0%
PPW
1000
Parcion Private Wealth
Washington
$4.31M +$199K +4,069 +5%

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.