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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
RPCONE
1301
Retirement Planning Company of New England
Rhode Island
$2.26M
KFA
1302
Kelleher Financial Advisors
New York
$2.25M
FFG
1303
Fortem Financial Group
California
$2.25M
APW
1304
Aventura Private Wealth
Florida
$2.25M
UBP
1305
Union Bancaire Privee
Switzerland
$2.25M
WPC
1306
White Pine Capital
Minnesota
$2.24M
FWP
1307
Falcon Wealth Planning
California
$2.23M
CGA
1308
Channing Global Advisors
Florida
$2.23M
WIM
1309
Westside Investment Management
California
$2.22M
Financial Engines Advisors
1310
Financial Engines Advisors
California
$2.22M
CA
1311
Claro Advisors
Massachusetts
$2.22M
MC
1312
Martin & Co
Tennessee
$2.21M
BFC
1313
Blue Fin Capital
Rhode Island
$2.21M
GQG Partners
1314
GQG Partners
Florida
$2.21M
Axa
1315
Axa
France
$2.21M
VWA
1316
Visionary Wealth Advisors
Illinois
$2.2M
Optiver Holding
1317
Optiver Holding
Netherlands
$2.2M
DWA
1318
Douglass Winthrop Advisors
New York
$2.2M
ACM
1319
Aljian Capital Management
Nevada
$2.2M
FSA
1320
Fort Sheridan Advisors
Illinois
$2.19M
MYAM
1321
Meiji Yasuda Asset Management
Japan
$2.19M
GG
1322
Gleason Group
Kentucky
$2.19M
QWP
1323
Quotient Wealth Partners
Texas
$2.19M
EWA
1324
Exencial Wealth Advisors
Oklahoma
$2.18M
TC
1325
TownSquare Capital
Utah
$2.18M