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Bank of America

3,343 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 1,386 increasing their positions, 1,305 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.76% more ownership

Funds ownership: 72.91%73.67% (+0.76%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $8.38B

Holders
3,343
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
$5.39B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$1.96B
2 +$973M
3 +$817M
4
Citigroup
Citigroup
New York
+$716M
5
Capital World Investors
Capital World Investors
California
+$696M
Name Holding Trade Value Shares
Change
Change in
Stake
PDL
1251
Portfolio Design Labs
California
$2.55M
PVM
1252
Palogic Value Management
Texas
$2.55M
SWA
1253
Stratos Wealth Advisors
Ohio
$2.54M
FFN
1254
Focus Financial Network
Minnesota
$2.54M
BTW
1255
Boston Trust Walden
Massachusetts
$2.54M
SC
1256
SummitTX Capital
Texas
$2.53M
PWP
1257
Precedent Wealth Partners
Texas
$2.52M
PWM
1258
Palumbo Wealth Management
New York
$2.5M
ACM
1259
Aster Capital Management
United Arab Emirates
$2.5M
EM
1260
Excalibur Management
Massachusetts
$2.48M
SOS
1261
Silver Oak Securities
Tennessee
$2.48M
HCM
1262
HMS Capital Management
Tennessee
$2.48M
SWM
1263
Spire Wealth Management
Virginia
$2.47M
MAM
1264
MWA Asset Management
Massachusetts
$2.46M
WIM
1265
Wittenberg Investment Management
Massachusetts
$2.46M
BHBT
1266
Burke & Herbert Bank & Trust
Virginia
$2.45M
PPWP
1267
Premier Path Wealth Partners
New Jersey
$2.44M
CD
1268
Chapin Davis
Maryland
$2.44M
WTB
1269
Washington Trust Bank
Washington
$2.44M
WC
1270
Wynn Capital
Georgia
$2.43M
CLA
1271
Carnegie Lake Advisors
New Jersey
$2.43M
EPIMS
1272
Evelyn Partners Investment Management Services
$2.42M
RFA
1273
Register Financial Advisors
Georgia
$2.42M
AA
1274
Aire Advisors
California
$2.42M
PWMG
1275
Prestige Wealth Management Group
New Jersey
$2.41M