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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
SFG
1076
SevenBridge Financial Group
Pennsylvania
$3.57M -$679K -13,908 -17%
P
1077
Pitcairn
Pennsylvania
$3.56M -$1.77M -36,200 -34%
KF
1078
Krilogy Financial
Missouri
$3.55M +$1.29M +26,514 +64%
WC
1079
Waterloo Capital
Texas
$3.54M +$544K +11,147 +19%
WAAG
1080
Wealth Alliance Advisory Group
Kansas
$3.51M -$163K -3,339 -5%
PFPT
1081
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.5M -$17M -347,965 -84%
CCB
1082
Country Club Bank
Missouri
$3.5M -$96.6K -1,981 -3%
ZIC
1083
ZWJ Investment Counsel
Georgia
$3.49M +$18.1K +371 +0.6%
TSWM
1084
Triangle Securities Wealth Management
North Carolina
$3.48M +$132K +2,707 +4%
SHFA
1085
SS&H Financial Advisors
Michigan
$3.48M
SAI
1086
Systematic Alpha Investments
New Jersey
$3.48M
VDBMI
1087
Van Den Berg Management I
Texas
$3.48M -$15.7K -321 -0.5%
MPA
1088
Marvin & Palmer Associates
Delaware
$3.47M +$3.17M +65,002 New
MWM
1089
Modern Wealth Management
Kansas
$3.47M -$18.5K -379 -0.6%
AAS
1090
Annex Advisory Services
Wisconsin
$3.46M -$157K -3,215 -5%
CAM
1091
Cidel Asset Management
Ontario, Canada
$3.46M -$460K -9,427 -12%
AIM
1092
Adapt Investment Managers
Switzerland
$3.46M -$3.71M -76,013 -53%
VAS
1093
Vestmark Advisory Solutions
Massachusetts
$3.45M +$1.86M +38,159 +133%
CTC
1094
Cetera Trust Company
Minnesota
$3.45M -$8.54K -175 -0.3%
AF
1095
Arrow Financial
New York
$3.45M -$50.1K -1,027 -2%
SCA
1096
Stonebridge Capital Advisors
Minnesota
$3.44M +$5.17K +106 +0.2%
EF
1097
Exeter Financial
Arizona
$3.44M -$28.1K -575 -0.9%
CI
1098
Cigna Investments
Connecticut
$3.43M -$73.1K -1,499 -2%
HIC
1099
Holderness Investments Company
North Carolina
$3.42M -$299K -6,121 -8%
PTC
1100
Private Trust Company
Ohio
$3.42M -$454K -9,298 -12%

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.