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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, 1,394 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: 1,394 | 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
1,394
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
FA
1101
Fiduciary Alliance
South Carolina
$3.41M -$35K -718 -1%
ISWM
1102
Independent Solutions Wealth Management
New York
$3.39M +$230K +4,712 +8%
LWMM
1103
Legacy Wealth Management (Mississippi)
Mississippi
$3.38M -$549K -11,251 -15%
SCM
1104
Sterling Capital Management
North Carolina
$3.37M -$215K -4,409 -6%
AP
1105
Americana Partners
Texas
$3.37M +$556K +11,402 +21%
GJWM
1106
Gilliland Jeter Wealth Management
Arkansas
$3.36M +$2.29K +47 +0.1%
MHS
1107
M Holdings Securities
Oregon
$3.36M +$3.17M +65,057 New
WBC
1108
West Branch Capital
Massachusetts
$3.35M +$113K +2,314 +4%
LFA
1109
Legacy Financial Advisors
Kentucky
$3.34M +$112K +2,304 +4%
CWM
1110
Cornerstone Wealth Management
Missouri
$3.34M +$66.9K +1,371 +2%
NB
1111
NBT Bank
New York
$3.34M -$157K -3,220 -5%
SW
1112
SVB Wealth
Massachusetts
$3.34M -$74K -1,516 -2%
LFG
1113
Larson Financial Group
Missouri
$3.33M +$251K +5,136 +9%
KLCM
1114
KG&L Capital Management
Louisiana
$3.32M -$2.03M -41,525 -39%
AF
1115
Alerus Financial
North Dakota
$3.32M -$1.05M -21,452 -25%
KCM
1116
Kempner Capital Management
Texas
$3.32M -$3.41M -69,995 -52%
TCA
1117
Transcend Capital Advisors
New Jersey
$3.31M +$71.9K +1,473 +2%
GAG
1118
GM Advisory Group
New York
$3.31M -$59.8K -1,225 -2%
VA
1119
VestGen Advisors
Illinois
$3.3M +$554K +11,362 +22%
PG
1120
Patten Group
Tennessee
$3.28M -$9.51K -195 -0.3%
CT
1121
Caldwell Trust
Florida
$3.28M +$62.1K +1,273 +2%
BO
1122
Bank OZK
Arkansas
$3.28M -$3.95K -81 -0.1%
RBA
1123
Richard Bernstein Advisors
New York
$3.24M -$2.77M -56,684 -47%
CM
1124
Capula Management
Cayman Islands
$3.23M +$2.79M +57,094 +1,021%
TNB
1125
Thomasville National Bank
Georgia
$3.22M +$158K +3,232 +5%

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 1,394 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.