We are live on ! Find out more
BAC icon

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
BCWM
1251
Bartlett & Co Wealth Management
Ohio
$2.56M +$153K +3,136 +7%
LWM
1252
LJI Wealth Management
Indiana
$2.55M -$53.1K -1,088 -2%
BFG
1253
Beacon Financial Group
Texas
$2.55M +$1.76K +36 +0.1%
MT
1254
Midwest Trust
Kansas
$2.55M -$277K -5,668 -10%
PDL
1255
Portfolio Design Labs
California
$2.55M +$967K +19,823 +67%
PVM
1256
Palogic Value Management
Texas
$2.55M +$12.3K +253 +0.5%
SWA
1257
Stratos Wealth Advisors
Ohio
$2.54M +$157K +3,223 +7%
FFN
1258
Focus Financial Network
Minnesota
$2.54M -$230K -4,706 -9%
BTW
1259
Boston Trust Walden
Massachusetts
$2.54M +$33.9K +694 +1%
SC
1260
SummitTX Capital
Texas
$2.53M -$7.51M -154,019 -76%
PWP
1261
Precedent Wealth Partners
Texas
$2.52M +$127K +2,594 +6%
PWM
1262
Palumbo Wealth Management
New York
$2.5M +$24.1K +493 +1%
ACM
1263
Aster Capital Management
United Arab Emirates
$2.5M +$1.85M +37,832 +357%
EM
1264
Excalibur Management
Massachusetts
$2.48M -$9.9K -203 -0.4%
SOS
1265
Silver Oak Securities
Tennessee
$2.48M +$437K +8,951 +23%
HCM
1266
HMS Capital Management
Tennessee
$2.48M +$182K +3,727 +8%
SWM
1267
Spire Wealth Management
Virginia
$2.47M -$172K -3,523 -7%
MAM
1268
MWA Asset Management
Massachusetts
$2.46M +$30.1K +616 +1%
WIM
1269
Wittenberg Investment Management
Massachusetts
$2.46M -$48.8K -1,000 -2%
BHBT
1270
Burke & Herbert Bank & Trust
Virginia
$2.45M
PPWP
1271
Premier Path Wealth Partners
New Jersey
$2.44M +$52.2K +1,069 +2%
CD
1272
Chapin Davis
Maryland
$2.44M -$52.8K -1,082 -2%
WTB
1273
Washington Trust Bank
Washington
$2.44M -$110K -2,245 -5%
WC
1274
Wynn Capital
Georgia
$2.43M +$10.1K +207 +0.4%
CLA
1275
Carnegie Lake Advisors
New Jersey
$2.43M -$66.1K -1,355 -3%

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.