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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
GJWM
1101
Gilliland Jeter Wealth Management
Arkansas
$3.36M
MHS
1102
M Holdings Securities
Oregon
$3.36M
WBC
1103
West Branch Capital
Massachusetts
$3.35M
LFA
1104
Legacy Financial Advisors
Kentucky
$3.34M
CWM
1105
Cornerstone Wealth Management
Missouri
$3.34M
NB
1106
NBT Bank
New York
$3.34M
SW
1107
SVB Wealth
Massachusetts
$3.34M
LFG
1108
Larson Financial Group
Missouri
$3.33M
KLCM
1109
KG&L Capital Management
Louisiana
$3.32M
AF
1110
Alerus Financial
North Dakota
$3.32M
KCM
1111
Kempner Capital Management
Texas
$3.32M
TCA
1112
Transcend Capital Advisors
New Jersey
$3.31M
GAG
1113
GM Advisory Group
New York
$3.31M
VA
1114
VestGen Advisors
Illinois
$3.3M
PG
1115
Patten Group
Tennessee
$3.28M
CT
1116
Caldwell Trust
Florida
$3.28M
BO
1117
Bank OZK
Arkansas
$3.28M
RBA
1118
Richard Bernstein Advisors
New York
$3.24M
CM
1119
Capula Management
Cayman Islands
$3.23M
TNB
1120
Thomasville National Bank
Georgia
$3.22M
CIA
1121
Choate Investment Advisors
Massachusetts
$3.21M
Koshinski Asset Management
1122
Koshinski Asset Management
Illinois
$3.21M
CSA
1123
Cornerstone Select Advisors
Missouri
$3.19M
BCM
1124
Brookmont Capital Management
Texas
$3.18M
GM
1125
GeoWealth Management
Illinois
$3.17M