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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
AC
1176
Avestar Capital
New York
$2.88M
DWP
1177
Daymark Wealth Partners
Ohio
$2.87M
CWM
1178
Calamos Wealth Management
Illinois
$2.87M
FAM
1179
Fulcrum Asset Management
United Kingdom
$2.87M
QWM
1180
Quadcap Wealth Management
Texas
$2.87M
SL
1181
Summitry LLC
California
$2.86M
AG
1182
AlTi Global
New York
$2.86M
BFG
1183
Birch Financial Group
New Hampshire
$2.85M
SIM
1184
Studio Investment Management
Illinois
$2.84M
LWA
1185
Lineweaver Wealth Advisors
Ohio
$2.84M
AMIM
1186
Aull & Monroe Investment Management
Alabama
$2.83M
AWA
1187
Arete Wealth Advisors
Illinois
$2.83M
CPA
1188
Capital Planning Advisors
California
$2.82M
HCP
1189
Hexagon Capital Partners
Arkansas
$2.82M
CAS
1190
Coppell Advisory Solutions
Texas
$2.82M
AP
1191
Advisors Preferred
Maryland
$2.81M
FWP
1192
FAS Wealth Partners
Kansas
$2.81M
LI
1193
Lafayette Investments
Maryland
$2.8M
AHC
1194
Adell Harriman & Carpenter
Texas
$2.79M
KFC
1195
Klingenstein Fields & Co
New York
$2.79M
FCCM
1196
First City Capital Management
Georgia
$2.79M
CCP
1197
Clarkston Capital Partners
Michigan
$2.79M
JWM
1198
Jeppson Wealth Management
California
$2.78M
PSB
1199
Piscataqua Savings Bank
New Hampshire
$2.78M
HFM
1200
Hartford Financial Management
Connecticut
$2.78M