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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
FFN
1251
Focus Financial Network
Minnesota
$2.54M
BTW
1252
Boston Trust Walden
Massachusetts
$2.54M
SC
1253
SummitTX Capital
Texas
$2.53M
PWP
1254
Precedent Wealth Partners
Texas
$2.52M
PWM
1255
Palumbo Wealth Management
New York
$2.5M
ACM
1256
Aster Capital Management
United Arab Emirates
$2.5M
EM
1257
Excalibur Management
Massachusetts
$2.48M
SOS
1258
Silver Oak Securities
Tennessee
$2.48M
HCM
1259
HMS Capital Management
Tennessee
$2.48M
SWM
1260
Spire Wealth Management
Virginia
$2.47M
MAM
1261
MWA Asset Management
Massachusetts
$2.46M
WIM
1262
Wittenberg Investment Management
Massachusetts
$2.46M
BHBT
1263
Burke & Herbert Bank & Trust
Virginia
$2.45M
PPWP
1264
Premier Path Wealth Partners
New Jersey
$2.44M
CD
1265
Chapin Davis
Maryland
$2.44M
WTB
1266
Washington Trust Bank
Washington
$2.44M
WC
1267
Wynn Capital
Georgia
$2.43M
CLA
1268
Carnegie Lake Advisors
New Jersey
$2.43M
EPIMS
1269
Evelyn Partners Investment Management Services
$2.42M
RFA
1270
Register Financial Advisors
Georgia
$2.42M
AA
1271
Aire Advisors
California
$2.42M
PWMG
1272
Prestige Wealth Management Group
New Jersey
$2.41M
BWM
1273
Buckley Wealth Management
Nevada
$2.41M
WCM
1274
Weaver Capital Management
Georgia
$2.41M
PCM
1275
Pinnbrook Capital Management
New York
$2.41M