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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
MWM
1076
Modern Wealth Management
Kansas
$3.47M
AAS
1077
Annex Advisory Services
Wisconsin
$3.46M
CAM
1078
Cidel Asset Management
Ontario, Canada
$3.46M
AIM
1079
Adapt Investment Managers
Switzerland
$3.46M
VAS
1080
Vestmark Advisory Solutions
Massachusetts
$3.45M
CTC
1081
Cetera Trust Company
Minnesota
$3.45M
AF
1082
Arrow Financial
New York
$3.45M
SCA
1083
Stonebridge Capital Advisors
Minnesota
$3.44M
EF
1084
Exeter Financial
Arizona
$3.44M
CI
1085
Cigna Investments
Connecticut
$3.43M
HIC
1086
Holderness Investments Company
North Carolina
$3.42M
PTC
1087
Private Trust Company
Ohio
$3.42M
FA
1088
Fiduciary Alliance
South Carolina
$3.41M
ISWM
1089
Independent Solutions Wealth Management
New York
$3.39M
LWMM
1090
Legacy Wealth Management (Mississippi)
Mississippi
$3.38M
SCM
1091
Sterling Capital Management
North Carolina
$3.37M
AP
1092
Americana Partners
Texas
$3.37M
GJWM
1093
Gilliland Jeter Wealth Management
Arkansas
$3.36M
MHS
1094
M Holdings Securities
Oregon
$3.36M
WBC
1095
West Branch Capital
Massachusetts
$3.35M
LFA
1096
Legacy Financial Advisors
Kentucky
$3.34M
CWM
1097
Cornerstone Wealth Management
Missouri
$3.34M
NB
1098
NBT Bank
New York
$3.34M
SW
1099
SVB Wealth
Massachusetts
$3.34M
LFG
1100
Larson Financial Group
Missouri
$3.33M