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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
MWM
1151
Meridian Wealth Management
Kentucky
$3.01M +$1M +20,591 +55%
SW
1152
SteelPeak Wealth
California
$3M +$272K +5,583 +11%
PWG
1153
Portside Wealth Group
Utah
$3M +$72K +1,475 +3%
LCAM
1154
London & Capital Asset Management
United Kingdom
$3M
HSA
1155
HBK Sorce Advisory
Pennsylvania
$3M -$47.6K -976 -2%
GHA
1156
Granite Harbor Advisors
Texas
$2.98M -$29.8K -611 -1%
MAA
1157
Matrix Asset Advisors
New York
$2.98M -$9.03K -185 -0.3%
BIG
1158
Brooklyn Investment Group
New York
$2.98M -$110K -2,257 -3%
PFGIA
1159
Patriot Financial Group Insurance Agency
Massachusetts
$2.98M -$312K -6,400 -10%
HH
1160
Hilltop Holdings
Texas
$2.97M +$1.65M +33,906 +143%
BAM
1161
Belpointe Asset Management
Nevada
$2.97M +$40.4K +829 +1%
MIA
1162
MainStreet Investment Advisors
Illinois
$2.97M -$187K -3,830 -6%
AC
1163
Annandale Capital
Texas
$2.97M
PFBT
1164
Parkside Financial Bank & Trust
Missouri
$2.97M -$38.5K -789 -1%
CA
1165
Carson Advisory
Georgia
$2.96M -$48K -983 -2%
MMPW
1166
Mitchell McLeod Pugh & Williams
Alabama
$2.96M +$24.9K +510 +0.9%
LAM
1167
L2 Asset Management
Massachusetts
$2.94M +$22.6K +464 +0.8%
DCA
1168
DSG Capital Advisors
Minnesota
$2.94M +$2.78M +56,994 New
CWAG
1169
Compton Wealth Advisory Group
Virginia
$2.93M -$43.1K -883 -2%
O
1170
Ossiam
France
$2.93M -$4.03M -82,618 -59%
ONB
1171
Old National Bancorp
Indiana
$2.93M -$255K -5,224 -8%
SJIM
1172
St. Johns Investment Management
Florida
$2.93M -$24.7K -507 -0.9%
PCM
1173
Poehling Capital Management
Wisconsin
$2.91M -$5.17K -106 -0.2%
V
1174
ViaWealth
Kansas
$2.9M +$31.5K +645 +1%
SSW
1175
Smith Shellnut Wilson
Mississippi
$2.9M +$3.02K +62 +0.1%

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.