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Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
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
$5.36B
Puts
$8.35B
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
SGI
1326
Summit Global Investments
Utah
$2.14M
IAS
1327
Investment Advisory Services
Texas
$2.13M
MA
1328
MONECO Advisors
Connecticut
$2.13M
FFA
1329
Fragasso Financial Advisors
Pennsylvania
$2.13M
IC
1330
Inscription Capital
Texas
$2.12M
EGA
1331
E&G Advisors
Texas
$2.12M
AP
1332
Appleton Partners
Massachusetts
$2.11M
LA
1333
LM Advisors
California
$2.11M
BWM
1334
BigSur Wealth Management
Florida
$2.11M
SRC
1335
Shufro Rose & Co
New York
$2.11M
TPW
1336
Transatlantique Private Wealth
New York
$2.1M
CAI
1337
Capital Advisors Inc
Oklahoma
$2.1M
BCG
1338
Breakwater Capital Group
New Jersey
$2.1M
PWP
1339
Perfromance Wealth Partners
Illinois
$2.1M
AWM
1340
Angeles Wealth Management
California
$2.09M
BCM
1341
Birmingham Capital Management
Alabama
$2.09M
LI
1342
LRI Investments
Florida
$2.08M
GCP
1343
GSA Capital Partners
United Kingdom
$2.08M
HP
1344
Hikari Power
Japan
$2.08M
MFWP
1345
Mosaic Family Wealth Partners
Missouri
$2.07M
CHJWM
1346
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.07M
GH
1347
GAM Holding
Switzerland
$2.07M
BOC
1348
Barbara Oil Co
Illinois
$2.06M
SIAG
1349
Safeguard Investment Advisory Group
California
$2.06M
AEPWM
1350
Atlantic Edge Private Wealth Management
Florida
$2.06M