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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
PFP
1076
Pinnacle Financial Partners
Tennessee
$3.5M
CCB
1077
Country Club Bank
Missouri
$3.5M
ZIC
1078
ZWJ Investment Counsel
Georgia
$3.49M
TSWM
1079
Triangle Securities Wealth Management
North Carolina
$3.48M
SAI
1080
Systematic Alpha Investments
New Jersey
$3.48M
SHFA
1081
SS&H Financial Advisors
Michigan
$3.48M
VDBMI
1082
Van Den Berg Management I
Texas
$3.48M
MPA
1083
Marvin & Palmer Associates
Delaware
$3.47M
MWM
1084
Modern Wealth Management
Kansas
$3.47M
AAS
1085
Annex Advisory Services
Wisconsin
$3.46M
CAM
1086
Cidel Asset Management
Ontario, Canada
$3.46M
AIM
1087
Adapt Investment Managers
Switzerland
$3.46M
VAS
1088
Vestmark Advisory Solutions
Massachusetts
$3.45M
CTC
1089
Cetera Trust Company
Minnesota
$3.45M
AF
1090
Arrow Financial
New York
$3.45M
SCA
1091
Stonebridge Capital Advisors
Minnesota
$3.44M
EF
1092
Exeter Financial
Arizona
$3.44M
CI
1093
Cigna Investments
Connecticut
$3.43M
HIC
1094
Holderness Investments Company
North Carolina
$3.42M
PTC
1095
Private Trust Company
Ohio
$3.42M
FA
1096
Fiduciary Alliance
South Carolina
$3.41M
ISWM
1097
Independent Solutions Wealth Management
New York
$3.39M
LWMM
1098
Legacy Wealth Management (Mississippi)
Mississippi
$3.38M
SCM
1099
Sterling Capital Management
North Carolina
$3.37M
AP
1100
Americana Partners
Texas
$3.37M