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Bank of America

3,325 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, 1,381 increasing their positions, 1,296 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:

0.75% more ownership

Funds ownership: 72.91%73.66% (+0.75%)

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
3,325
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
FAM
1176
Fulcrum Asset Management
United Kingdom
$2.87M
QWM
1177
Quadcap Wealth Management
Texas
$2.87M
SL
1178
Summitry LLC
California
$2.86M
AG
1179
AlTi Global
New York
$2.86M
BFG
1180
Birch Financial Group
New Hampshire
$2.85M
SIM
1181
Studio Investment Management
Illinois
$2.84M
LWA
1182
Lineweaver Wealth Advisors
Ohio
$2.84M
AMIM
1183
Aull & Monroe Investment Management
Alabama
$2.83M
AWA
1184
Arete Wealth Advisors
Illinois
$2.83M
CPA
1185
Capital Planning Advisors
California
$2.82M
HCP
1186
Hexagon Capital Partners
Arkansas
$2.82M
CAS
1187
Coppell Advisory Solutions
Texas
$2.82M
AP
1188
Advisors Preferred
Maryland
$2.81M
FWP
1189
FAS Wealth Partners
Kansas
$2.81M
LI
1190
Lafayette Investments
Maryland
$2.8M
AHC
1191
Adell Harriman & Carpenter
Texas
$2.79M
KFC
1192
Klingenstein Fields & Co
New York
$2.79M
FCCM
1193
First City Capital Management
Georgia
$2.79M
CCP
1194
Clarkston Capital Partners
Michigan
$2.79M
JWM
1195
Jeppson Wealth Management
California
$2.78M
PSB
1196
Piscataqua Savings Bank
New Hampshire
$2.78M
HFM
1197
Hartford Financial Management
Connecticut
$2.78M
FIA
1198
Foundations Investment Advisors
Arizona
$2.78M
NRS
1199
Neville Rodie & Shaw
New York
$2.78M
PPW
1200
Pasadena Private Wealth
California
$2.77M