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Bank of America

3,323 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, 1,380 increasing their positions, 1,295 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:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

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
3,323
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
BTW
1251
Boston Trust Walden
Massachusetts
$2.54M
SC
1252
SummitTX Capital
Texas
$2.53M
PWP
1253
Precedent Wealth Partners
Texas
$2.52M
PWM
1254
Palumbo Wealth Management
New York
$2.5M
ACM
1255
Aster Capital Management
United Arab Emirates
$2.5M
EM
1256
Excalibur Management
Massachusetts
$2.48M
SOS
1257
Silver Oak Securities
Tennessee
$2.48M
HCM
1258
HMS Capital Management
Tennessee
$2.48M
SWM
1259
Spire Wealth Management
Virginia
$2.47M
MAM
1260
MWA Asset Management
Massachusetts
$2.46M
WIM
1261
Wittenberg Investment Management
Massachusetts
$2.46M
BHBT
1262
Burke & Herbert Bank & Trust
Virginia
$2.45M
PPWP
1263
Premier Path Wealth Partners
New Jersey
$2.44M
CD
1264
Chapin Davis
Maryland
$2.44M
WTB
1265
Washington Trust Bank
Washington
$2.44M
WC
1266
Wynn Capital
Georgia
$2.43M
CLA
1267
Carnegie Lake Advisors
New Jersey
$2.43M
EPIMS
1268
Evelyn Partners Investment Management Services
$2.42M
RFA
1269
Register Financial Advisors
Georgia
$2.42M
AA
1270
Aire Advisors
California
$2.42M
PWMG
1271
Prestige Wealth Management Group
New Jersey
$2.41M
BWM
1272
Buckley Wealth Management
Nevada
$2.41M
WCM
1273
Weaver Capital Management
Georgia
$2.41M
PCM
1274
Pinnbrook Capital Management
New York
$2.41M
SAM
1275
Summit Asset Management
Tennessee
$2.4M