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Bank of America

3,343 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 1,386 increasing their positions, 1,305 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.76% more ownership

Funds ownership: 72.91%73.67% (+0.76%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $8.38B

Holders
3,343
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
$5.39B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$1.96B
2 +$973M
3 +$817M
4
Citigroup
Citigroup
New York
+$716M
5
Capital World Investors
Capital World Investors
California
+$696M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
1326
Gleason Group
Kentucky
$2.19M
QWP
1327
Quotient Wealth Partners
Texas
$2.19M
EWA
1328
Exencial Wealth Advisors
Oklahoma
$2.18M
TC
1329
TownSquare Capital
Utah
$2.18M
EWA
1330
EverSource Wealth Advisors
Alabama
$2.18M
AWM
1331
Accurate Wealth Management
Florida
$2.17M
BFW
1332
Brady Family Wealth
Missouri
$2.17M
RIA
1333
Regal Investment Advisors
Michigan
$2.17M
GSB
1334
Greenfield Savings Bank
Massachusetts
$2.16M
FAM
1335
Formidable Asset Management
Ohio
$2.16M
SM
1336
Stonegate Management
Illinois
$2.16M
ICM
1337
IMS Capital Management
Oregon
$2.16M
CCG
1338
Ceeto Capital Group
Florida
$2.16M
CCA
1339
Cobblestone Capital Advisors
New York
$2.14M
SGI
1340
Summit Global Investments
Utah
$2.14M
IAS
1341
Investment Advisory Services
Texas
$2.13M
MA
1342
MONECO Advisors
Connecticut
$2.13M
FFA
1343
Fragasso Financial Advisors
Pennsylvania
$2.13M
IC
1344
Inscription Capital
Texas
$2.12M
EGA
1345
E&G Advisors
Texas
$2.12M
AP
1346
Appleton Partners
Massachusetts
$2.11M
LA
1347
LM Advisors
California
$2.11M
BWM
1348
BigSur Wealth Management
Florida
$2.11M
SRC
1349
Shufro Rose & Co
New York
$2.11M
TPW
1350
Transatlantique Private Wealth
New York
$2.1M