BAC icon

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
QWM
1176
Quadcap Wealth Management
Texas
$2.87M
SL
1177
Summitry LLC
California
$2.86M
AG
1178
AlTi Global
New York
$2.86M
BFG
1179
Birch Financial Group
New Hampshire
$2.85M
SIM
1180
Studio Investment Management
Illinois
$2.84M
LWA
1181
Lineweaver Wealth Advisors
Ohio
$2.84M
AMIM
1182
Aull & Monroe Investment Management
Alabama
$2.83M
AWA
1183
Arete Wealth Advisors
Illinois
$2.83M
CPA
1184
Capital Planning Advisors
California
$2.82M
HCP
1185
Hexagon Capital Partners
Arkansas
$2.82M
CAS
1186
Coppell Advisory Solutions
Texas
$2.82M
AP
1187
Advisors Preferred
Maryland
$2.81M
FWP
1188
FAS Wealth Partners
Kansas
$2.81M
LI
1189
Lafayette Investments
Maryland
$2.8M
AHC
1190
Adell Harriman & Carpenter
Texas
$2.79M
KFC
1191
Klingenstein Fields & Co
New York
$2.79M
FCCM
1192
First City Capital Management
Georgia
$2.79M
CCP
1193
Clarkston Capital Partners
Michigan
$2.79M
JWM
1194
Jeppson Wealth Management
California
$2.78M
PSB
1195
Piscataqua Savings Bank
New Hampshire
$2.78M
HFM
1196
Hartford Financial Management
Connecticut
$2.78M
FIA
1197
Foundations Investment Advisors
Arizona
$2.78M
NRS
1198
Neville Rodie & Shaw
New York
$2.78M
PPW
1199
Pasadena Private Wealth
California
$2.77M
VWM
1200
VCI Wealth Management
Missouri
$2.76M