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Bank of America

3,325 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, 1,381 increasing their positions, 1,296 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:

0.75% more ownership

Funds ownership: 72.91%73.66% (+0.75%)

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
3,325
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
MVA
1001
Mount Vernon Associates
Maryland
$4.25M
ACM
1002
Advisors Capital Management
New Jersey
$4.25M
AWM
1003
Avior Wealth Management
Nebraska
$4.24M
BFA
1004
Beaumont Financial Advisors
Massachusetts
$4.24M
MIC
1005
Meridian Investment Counsel
California
$4.24M
SW
1006
Simplicity Wealth
New Jersey
$4.24M
BMC
1007
Beaton Management Company
Massachusetts
$4.2M
PP
1008
Patten & Patten
Tennessee
$4.2M
HVIA
1009
Hudson Valley Investment Advisors
New York
$4.18M
HT
1010
Heritage Trust
Oklahoma
$4.18M
CCM
1011
Check Capital Management
California
$4.16M
AW
1012
Alteri Wealth
California
$4.16M
RCM
1013
RNC Capital Management
California
$4.15M
AW
1014
Apricus Wealth
South Carolina
$4.13M
CBA
1015
Coastal Bridge Advisors
Connecticut
$4.11M
OAM
1016
Ostrum Asset Management
France
$4.11M
CANC
1017
Culbertson A N & Co
Virginia
$4.07M
EW
1018
Evoke Wealth
California
$4.07M
IFWM
1019
Institute for Wealth Management
Colorado
$4.05M
AIM
1020
AMI Investment Management
Indiana
$4.03M
AIM
1021
Anchor Investment Management
South Carolina
$4.03M
BAAM
1022
Baker Avenue Asset Management
California
$4.01M
PCA
1023
Peddock Capital Advisors
Massachusetts
$4.01M
SCP
1024
Shorepoint Capital Partners
Massachusetts
$4M
WJWM
1025
Williams Jones Wealth Management
New York
$3.99M