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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
LA
1351
LM Advisors
California
$2.11M -$439K -9,000 -18%
BWM
1352
BigSur Wealth Management
Florida
$2.11M
SRC
1353
Shufro Rose & Co
New York
$2.11M
TPW
1354
Transatlantique Private Wealth
New York
$2.1M +$130K +2,665 +7%
CAI
1355
Capital Advisors Inc
Oklahoma
$2.1M -$255K -5,224 -11%
BCG
1356
Breakwater Capital Group
New Jersey
$2.1M -$14.3K -294 -0.7%
PWP
1357
Perfromance Wealth Partners
Illinois
$2.1M +$530K +10,872 +37%
AWM
1358
Angeles Wealth Management
California
$2.09M +$19.7K +403 +1%
BCM
1359
Birmingham Capital Management
Alabama
$2.09M -$24.4K -500 -1%
LI
1360
LRI Investments
Florida
$2.08M +$257K +5,273 +15%
GCP
1361
GSA Capital Partners
United Kingdom
$2.08M -$3.83M -78,587 -66%
HP
1362
Hikari Power
Japan
$2.08M
MFWP
1363
Mosaic Family Wealth Partners
Missouri
$2.07M +$40.2K +825 +2%
CHJWM
1364
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.07M -$19.5K -399 -1%
GH
1365
GAM Holding
Switzerland
$2.07M +$621K +12,728 +47%
BOC
1366
Barbara Oil Co
Illinois
$2.06M
SIAG
1367
Safeguard Investment Advisory Group
California
$2.06M -$33.3K -683 -2%
AEPWM
1368
Atlantic Edge Private Wealth Management
Florida
$2.06M +$9.07K +186 +0.5%
GWM
1369
Geneos Wealth Management
Colorado
$2.06M -$1.02M -20,810 -34%
AB
1370
Atlas Brown
Kentucky
$2.05M -$35.7K -732 -2%
MYLI
1371
Meiji Yasuda Life Insurance
Japan
$2.05M -$167K -3,414 -8%
GFPC
1372
Global Financial Private Client
Florida
$2.04M -$58K -1,188 -3%
AGC
1373
Aspen Grove Capital
Colorado
$2.04M -$982K -20,137 -34%
BWG
1374
Boomfish Wealth Group
Georgia
$2.04M -$24.7K -507 -1%
WDC
1375
Woodward Diversified Capital
California
$2.03M -$8.2K -168 -0.4%

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.