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Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
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
$5.36B
Puts
$8.35B
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
OIS
1226
Okabena Investment Services
Minnesota
$2.61M
MIM
1227
MTM Investment Management
South Carolina
$2.61M
GWANC
1228
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.61M
AA
1229
Altman Advisors
Illinois
$2.58M
CAM
1230
Chou Associates Management
Ontario, Canada
$2.58M
LWM
1231
Lodestone Wealth Management
Washington
$2.57M
NL
1232
NVWM LLC
Pennsylvania
$2.56M
GCM
1233
Graham Capital Management
Connecticut
$2.56M
Fayez Sarofim & Co
1234
Fayez Sarofim & Co
Texas
$2.56M
BCWM
1235
Bartlett & Co Wealth Management
Ohio
$2.56M
LWM
1236
LJI Wealth Management
Indiana
$2.55M
BFG
1237
Beacon Financial Group
Texas
$2.55M
MT
1238
Midwest Trust
Kansas
$2.55M
PDL
1239
Portfolio Design Labs
California
$2.55M
PVM
1240
Palogic Value Management
Texas
$2.55M
SWA
1241
Stratos Wealth Advisors
Ohio
$2.54M
FFN
1242
Focus Financial Network
Minnesota
$2.54M
BTW
1243
Boston Trust Walden
Massachusetts
$2.54M
SC
1244
SummitTX Capital
Texas
$2.53M
PWP
1245
Precedent Wealth Partners
Texas
$2.52M
PWM
1246
Palumbo Wealth Management
New York
$2.5M
ACM
1247
Aster Capital Management
United Arab Emirates
$2.5M
EM
1248
Excalibur Management
Massachusetts
$2.48M
SOS
1249
Silver Oak Securities
Tennessee
$2.48M
HCM
1250
HMS Capital Management
Tennessee
$2.48M