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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
PFA
1301
Pure Financial Advisors
California
$2.29M +$131K +2,687 +6%
RAM
1302
Ramirez Asset Management
New York
$2.28M +$32.9K +675 +2%
CFS
1303
CRA Financial Services
New Jersey
$2.28M -$21.2K -434 -1%
CP
1304
CenterBook Partners
Connecticut
$2.28M -$3.85K -79 -0.2%
IAMOG
1305
Investors Asset Management of Georgia
Georgia
$2.27M -$4.68K -96 -0.2%
AO
1306
Advisor OS
Illinois
$2.27M +$195K +3,989 +10%
KAS
1307
KPP Advisory Services
Kentucky
$2.27M +$33.6K +689 +2%
ANTB
1308
AMG National Trust Bank
Colorado
$2.27M +$27.2K +558 +1%
RPCONE
1309
Retirement Planning Company of New England
Rhode Island
$2.26M -$11.4K -233 -0.5%
KFA
1310
Kelleher Financial Advisors
New York
$2.25M +$303K +6,211 +17%
FFG
1311
Fortem Financial Group
California
$2.25M +$62.1K +1,273 +3%
APW
1312
Aventura Private Wealth
Florida
$2.25M +$23.7K +485 +1%
UBP
1313
Union Bancaire Privee
Switzerland
$2.25M
WPC
1314
White Pine Capital
Minnesota
$2.24M +$24.4K +500 +1%
FWP
1315
Falcon Wealth Planning
California
$2.23M -$54.1K -1,109 -3%
CGA
1316
Channing Global Advisors
Florida
$2.23M -$508K -10,423 -19%
WIM
1317
Westside Investment Management
California
$2.22M +$2.83K +58 +0.1%
Financial Engines Advisors
1318
Financial Engines Advisors
California
$2.22M +$374K +7,675 +22%
CA
1319
Claro Advisors
Massachusetts
$2.22M +$295K +6,054 +16%
MC
1320
Martin & Co
Tennessee
$2.21M -$5.95K -122 -0.3%
BFC
1321
Blue Fin Capital
Rhode Island
$2.21M -$61.5K -1,261 -3%
GQG Partners
1322
GQG Partners
Florida
$2.21M +$2.09M +42,818 New
Axa
1323
Axa
France
$2.21M -$35.7M -731,888 -94%
VWA
1324
Visionary Wealth Advisors
Illinois
$2.2M +$3.12K +64 +0.1%
Optiver Holding
1325
Optiver Holding
Netherlands
$2.2M +$1.9M +38,863 +1,017%

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.