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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
UWPG
1226
Ullmann Wealth Partners Group
Florida
$2.64M
CGL
1227
Clarius Group LLC
Washington
$2.63M
DACS
1228
Dymon Asia Capital (Singapore)
Singapore
$2.63M
A
1229
AlphaQuest
New York
$2.63M
IBOK
1230
Independence Bank of Kentucky
Kentucky
$2.63M
PA
1231
Probity Advisors
Texas
$2.62M
CSIC
1232
Clifford Swan Investment Counsel
California
$2.62M
PWPS
1233
Pinnacle Wealth Planning Services
Ohio
$2.62M
3IP
1234
3Chopt Investment Partners
Virginia
$2.62M
OIS
1235
Okabena Investment Services
Minnesota
$2.61M
MIM
1236
MTM Investment Management
South Carolina
$2.61M
GWANC
1237
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.61M
AA
1238
Altman Advisors
Illinois
$2.58M
CAM
1239
Chou Associates Management
Ontario, Canada
$2.58M
LWM
1240
Lodestone Wealth Management
Washington
$2.57M
NL
1241
NVWM LLC
Pennsylvania
$2.56M
GCM
1242
Graham Capital Management
Connecticut
$2.56M
Fayez Sarofim & Co
1243
Fayez Sarofim & Co
Texas
$2.56M
BCWM
1244
Bartlett & Co Wealth Management
Ohio
$2.56M
LWM
1245
LJI Wealth Management
Indiana
$2.55M
BFG
1246
Beacon Financial Group
Texas
$2.55M
MT
1247
Midwest Trust
Kansas
$2.55M
PDL
1248
Portfolio Design Labs
California
$2.55M
PVM
1249
Palogic Value Management
Texas
$2.55M
SWA
1250
Stratos Wealth Advisors
Ohio
$2.54M