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Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
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
$5.36B
Puts
$8.35B
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
HT
1001
Heritage Trust
Oklahoma
$4.18M
CCM
1002
Check Capital Management
California
$4.16M
AW
1003
Alteri Wealth
California
$4.16M
RCM
1004
RNC Capital Management
California
$4.15M
AW
1005
Apricus Wealth
South Carolina
$4.13M
CBA
1006
Coastal Bridge Advisors
Connecticut
$4.11M
OAM
1007
Ostrum Asset Management
France
$4.11M
CANC
1008
Culbertson A N & Co
Virginia
$4.07M
EW
1009
Evoke Wealth
California
$4.07M
IFWM
1010
Institute for Wealth Management
Colorado
$4.05M
AIM
1011
AMI Investment Management
Indiana
$4.03M
AIM
1012
Anchor Investment Management
South Carolina
$4.03M
BAAM
1013
Baker Avenue Asset Management
California
$4.01M
PCA
1014
Peddock Capital Advisors
Massachusetts
$4.01M
SCP
1015
Shorepoint Capital Partners
Massachusetts
$4M
WJWM
1016
Williams Jones Wealth Management
New York
$3.99M
PCG
1017
Prosperity Consulting Group
Maryland
$3.98M
GBT
1018
Grove Bank & Trust
Florida
$3.97M
TAM
1019
Trust Asset Management
Texas
$3.97M
WWA
1020
WCG Wealth Advisors
Nevada
$3.96M
GIM
1021
Generali Investments Management
Slovenia
$3.96M
UB
1022
Umpqua Bank
Oregon
$3.95M
PWCM
1023
Processus Wealth & Capital Management
Tennessee
$3.94M
ETC
1024
Exchange Traded Concepts
Oklahoma
$3.94M
ICP
1025
Ironvine Capital Partners
Nebraska
$3.93M