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Bank of America

3,343 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 1,386 increasing their positions, 1,305 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.76% more ownership

Funds ownership: 72.91%73.67% (+0.76%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $8.38B

Holders
3,343
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
$5.39B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$1.96B
2 +$973M
3 +$817M
4
Citigroup
Citigroup
New York
+$716M
5
Capital World Investors
Capital World Investors
California
+$696M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1076
Waterloo Capital
Texas
$3.54M
WAAG
1077
Wealth Alliance Advisory Group
Kansas
$3.51M
PFPT
1078
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.5M
CCB
1079
Country Club Bank
Missouri
$3.5M
ZIC
1080
ZWJ Investment Counsel
Georgia
$3.49M
TSWM
1081
Triangle Securities Wealth Management
North Carolina
$3.48M
SAI
1082
Systematic Alpha Investments
New Jersey
$3.48M
SHFA
1083
SS&H Financial Advisors
Michigan
$3.48M
VDBMI
1084
Van Den Berg Management I
Texas
$3.48M
MPA
1085
Marvin & Palmer Associates
Delaware
$3.47M
MWM
1086
Modern Wealth Management
Kansas
$3.47M
AAS
1087
Annex Advisory Services
Wisconsin
$3.46M
CAM
1088
Cidel Asset Management
Ontario, Canada
$3.46M
AIM
1089
Adapt Investment Managers
Switzerland
$3.46M
VAS
1090
Vestmark Advisory Solutions
Massachusetts
$3.45M
CTC
1091
Cetera Trust Company
Minnesota
$3.45M
AF
1092
Arrow Financial
New York
$3.45M
SCA
1093
Stonebridge Capital Advisors
Minnesota
$3.44M
EF
1094
Exeter Financial
Arizona
$3.44M
CI
1095
Cigna Investments
Connecticut
$3.43M
HIC
1096
Holderness Investments Company
North Carolina
$3.42M
PTC
1097
Private Trust Company
Ohio
$3.42M
FA
1098
Fiduciary Alliance
South Carolina
$3.41M
ISWM
1099
Independent Solutions Wealth Management
New York
$3.39M
LWMM
1100
Legacy Wealth Management (Mississippi)
Mississippi
$3.38M