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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
DCM
1001
Delta Capital Management
New Jersey
$4.3M -$9.76K -200 -0.2%
CW
1002
CreativeOne Wealth
Kansas
$4.28M -$49 -1 -0%
CWM
1003
Chemistry Wealth Management
New York
$4.28M -$48.6K -997 -1%
PMG
1004
Private Management Group
California
$4.27M -$37K -759 -0.9%
MVA
1005
Mount Vernon Associates
Maryland
$4.25M -$85.4K -1,750 -2%
ACM
1006
Advisors Capital Management
New Jersey
$4.25M +$94.5K +1,938 +2%
AWM
1007
Avior Wealth Management
Nebraska
$4.24M -$207K -4,237 -5%
BFA
1008
Beaumont Financial Advisors
Massachusetts
$4.24M -$65.4K -1,340 -2%
MIC
1009
Meridian Investment Counsel
California
$4.24M +$683 +14 +0%
SW
1010
Simplicity Wealth
New Jersey
$4.24M -$559K -11,468 -12%
BMC
1011
Beaton Management Company
Massachusetts
$4.2M
PP
1012
Patten & Patten
Tennessee
$4.2M -$81K -1,660 -2%
HVIA
1013
Hudson Valley Investment Advisors
New York
$4.18M -$33.2K -680 -0.8%
HT
1014
Heritage Trust
Oklahoma
$4.18M -$21.6K -442 -0.5%
CCM
1015
Check Capital Management
California
$4.16M -$167K -3,414 -4%
AW
1016
Alteri Wealth
California
$4.16M -$15.3K -313 -0.4%
RCM
1017
RNC Capital Management
California
$4.15M -$70.7K -1,449 -2%
AW
1018
Apricus Wealth
South Carolina
$4.13M -$88.1K -1,805 -2%
CBA
1019
Coastal Bridge Advisors
Connecticut
$4.11M -$7.81K -160 -0.2%
OAM
1020
Ostrum Asset Management
France
$4.11M -$1.01M -20,711 -21%
CANC
1021
Culbertson A N & Co
Virginia
$4.07M -$34.1K -700 -0.9%
EW
1022
Evoke Wealth
California
$4.07M +$396K +8,118 +11%
IFWM
1023
Institute for Wealth Management
Colorado
$4.05M -$43.4K -890 -1%
AIM
1024
AMI Investment Management
Indiana
$4.03M -$193K -3,953 -5%
AIM
1025
Anchor Investment Management
South Carolina
$4.03M -$80.8K -1,657 -2%

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.