BAC icon

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
LSPW
1401
Lake Street Private Wealth
Illinois
$1.93M
CPCM
1402
Cardinal Point Capital Management
Ontario, Canada
$1.92M
OC
1403
Oarsman Capital
Wisconsin
$1.92M
MAMU
1404
Myriad Asset Management US
Florida
$1.91M
DI
1405
Diligent Investors
California
$1.91M
SAI
1406
Savvy Advisors Inc
New York
$1.91M
CIG
1407
Cullen Investment Group
Louisiana
$1.91M
PCS
1408
Personal CFO Solutions
New Jersey
$1.91M
CIAS
1409
CFS Investment Advisory Services
New Jersey
$1.9M
BEC
1410
Blue Edge Capital
Virginia
$1.89M
JWM
1411
Jupiter Wealth Management
Colorado
$1.89M
FFO
1412
Fiduciary Family Office
Florida
$1.88M
ADL
1413
Asset Dedication LLC
California
$1.88M
TPA
1414
Trivium Point Advisory
Connecticut
$1.88M
BB
1415
Busey Bank
Illinois
$1.88M
SW
1416
SkyOak Wealth
Michigan
$1.87M
FDS
1417
First Dallas Securities
Texas
$1.87M
KCFA
1418
Key Client Fiduciary Advisors
New Jersey
$1.86M
MYIA
1419
Mount Yale Investment Advisors
Colorado
$1.86M
NI
1420
NCP Inc
California
$1.86M
IA
1421
IFC Advisors
California
$1.86M
MG
1422
Mather Group
Illinois
$1.85M
EPIME
1423
Evelyn Partners Investment Management (Europe)
$1.84M
RCAG
1424
Rehmann Capital Advisory Group
Michigan
$1.84M
CI
1425
CX Institutional
Indiana
$1.84M