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Bank of America

3,323 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, 1,380 increasing their positions, 1,295 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:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

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
3,323
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
ACM
1001
Advisors Capital Management
New Jersey
$4.25M
AWM
1002
Avior Wealth Management
Nebraska
$4.24M
BFA
1003
Beaumont Financial Advisors
Massachusetts
$4.24M
MIC
1004
Meridian Investment Counsel
California
$4.24M
SW
1005
Simplicity Wealth
New Jersey
$4.24M
BMC
1006
Beaton Management Company
Massachusetts
$4.2M
PP
1007
Patten & Patten
Tennessee
$4.2M
HVIA
1008
Hudson Valley Investment Advisors
New York
$4.18M
HT
1009
Heritage Trust
Oklahoma
$4.18M
CCM
1010
Check Capital Management
California
$4.16M
AW
1011
Alteri Wealth
California
$4.16M
RCM
1012
RNC Capital Management
California
$4.15M
AW
1013
Apricus Wealth
South Carolina
$4.13M
CBA
1014
Coastal Bridge Advisors
Connecticut
$4.11M
OAM
1015
Ostrum Asset Management
France
$4.11M
CANC
1016
Culbertson A N & Co
Virginia
$4.07M
EW
1017
Evoke Wealth
California
$4.07M
IFWM
1018
Institute for Wealth Management
Colorado
$4.05M
AIM
1019
AMI Investment Management
Indiana
$4.03M
AIM
1020
Anchor Investment Management
South Carolina
$4.03M
BAAM
1021
Baker Avenue Asset Management
California
$4.01M
PCA
1022
Peddock Capital Advisors
Massachusetts
$4.01M
SCP
1023
Shorepoint Capital Partners
Massachusetts
$4M
WJWM
1024
Williams Jones Wealth Management
New York
$3.99M
PCG
1025
Prosperity Consulting Group
Maryland
$3.98M