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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
OCPWS
1176
One Charles Private Wealth Services
Massachusetts
$2.89M -$70.3K -1,441 -3%
SLFPAM
1177
St. Louis Financial Planners Asset Management
Missouri
$2.89M -$94.4K -1,935 -3%
MFA
1178
Mayflower Financial Advisors
Massachusetts
$2.88M +$95.4K +1,955 +4%
CP
1179
Cumberland Partners
Ontario, Canada
$2.88M -$1.4M -28,700 -34%
AC
1180
Avestar Capital
New York
$2.88M -$24.1K -495 -0.9%
DWP
1181
Daymark Wealth Partners
Ohio
$2.87M -$254K -5,198 -9%
CWM
1182
Calamos Wealth Management
Illinois
$2.87M +$118K +2,412 +5%
FAM
1183
Fulcrum Asset Management
United Kingdom
$2.87M -$75.4K -1,545 -3%
QWM
1184
Quadcap Wealth Management
Texas
$2.87M +$15.6K +320 +0.6%
SL
1185
Summitry LLC
California
$2.86M +$2.04M +41,789 +305%
AG
1186
AlTi Global
New York
$2.86M +$103K +2,106 +4%
BFG
1187
Birch Financial Group
New Hampshire
$2.85M +$2.23M +45,768 +480%
SIM
1188
Studio Investment Management
Illinois
$2.84M -$75.3K -1,544 -3%
LWA
1189
Lineweaver Wealth Advisors
Ohio
$2.84M +$3.76K +77 +0.1%
AMIM
1190
Aull & Monroe Investment Management
Alabama
$2.83M -$133K -2,732 -5%
AWA
1191
Arete Wealth Advisors
Illinois
$2.83M +$24.8K +508 +0.9%
CPA
1192
Capital Planning Advisors
California
$2.82M +$1.63M +33,337 +156%
HCP
1193
Hexagon Capital Partners
Arkansas
$2.82M +$3.61K +74 +0.1%
CAS
1194
Coppell Advisory Solutions
Texas
$2.82M +$1.03M +21,147 +65%
AP
1195
Advisors Preferred
Maryland
$2.81M
FWP
1196
FAS Wealth Partners
Kansas
$2.81M +$11.8K +242 +0.4%
LI
1197
Lafayette Investments
Maryland
$2.8M +$2.93K +60 +0.1%
AHC
1198
Adell Harriman & Carpenter
Texas
$2.79M +$60.4K +1,239 +2%
KFC
1199
Klingenstein Fields & Co
New York
$2.79M -$849K -17,396 -24%
FCCM
1200
First City Capital Management
Georgia
$2.79M -$6.54K -134 -0.2%

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.