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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
TC
1326
TownSquare Capital
Utah
$2.18M
EWA
1327
EverSource Wealth Advisors
Alabama
$2.18M
AWM
1328
Accurate Wealth Management
Florida
$2.17M
BFW
1329
Brady Family Wealth
Missouri
$2.17M
RIA
1330
Regal Investment Advisors
Michigan
$2.17M
GSB
1331
Greenfield Savings Bank
Massachusetts
$2.16M
FAM
1332
Formidable Asset Management
Ohio
$2.16M
SM
1333
Stonegate Management
Illinois
$2.16M
ICM
1334
IMS Capital Management
Oregon
$2.16M
CCG
1335
Ceeto Capital Group
Florida
$2.16M
CCA
1336
Cobblestone Capital Advisors
New York
$2.14M
SGI
1337
Summit Global Investments
Utah
$2.14M
IAS
1338
Investment Advisory Services
Texas
$2.13M
MA
1339
MONECO Advisors
Connecticut
$2.13M
FFA
1340
Fragasso Financial Advisors
Pennsylvania
$2.13M
IC
1341
Inscription Capital
Texas
$2.12M
EGA
1342
E&G Advisors
Texas
$2.12M
AP
1343
Appleton Partners
Massachusetts
$2.11M
LA
1344
LM Advisors
California
$2.11M
BWM
1345
BigSur Wealth Management
Florida
$2.11M
SRC
1346
Shufro Rose & Co
New York
$2.11M
TPW
1347
Transatlantique Private Wealth
New York
$2.1M
CAI
1348
Capital Advisors Inc
Oklahoma
$2.1M
BCG
1349
Breakwater Capital Group
New Jersey
$2.1M
PWP
1350
Perfromance Wealth Partners
Illinois
$2.1M