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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
CTA
1401
Colonial Trust Advisors
South Carolina
$1.94M -$448K -9,174 -20%
PWAM
1402
Private Wealth Asset Management
Iowa
$1.94M -$272K -5,576 -13%
IA
1403
IFG Advisory
Georgia
$1.93M +$29.9K +613 +2%
SFG
1404
Sovereign Financial Group
Connecticut
$1.93M +$5.8K +119 +0.3%
LSPW
1405
Lake Street Private Wealth
Illinois
$1.93M +$6.25K +128 +0.3%
CPCM
1406
Cardinal Point Capital Management
Ontario, Canada
$1.92M +$628K +12,871 +51%
OC
1407
Oarsman Capital
Wisconsin
$1.92M +$31.3K +642 +2%
MAMU
1408
Myriad Asset Management US
Florida
$1.91M +$1.81M +37,119 New
DI
1409
Diligent Investors
California
$1.91M -$1.22M -24,971 -40%
SAI
1410
Savvy Advisors Inc
New York
$1.91M -$70.9K -1,454 -4%
CIG
1411
Cullen Investment Group
Louisiana
$1.91M -$73.9K -1,515 -4%
PCS
1412
Personal CFO Solutions
New Jersey
$1.91M +$18.8K +385 +1%
CIAS
1413
CFS Investment Advisory Services
New Jersey
$1.9M +$102K +2,081 +6%
BEC
1414
Blue Edge Capital
Virginia
$1.89M
JWM
1415
Jupiter Wealth Management
Colorado
$1.89M +$97.6K +2,000 +6%
FFO
1416
Fiduciary Family Office
Florida
$1.88M -$105K -2,143 -6%
ADL
1417
Asset Dedication LLC
California
$1.88M -$171K -3,498 -9%
TPA
1418
Trivium Point Advisory
Connecticut
$1.88M -$70.6K -1,447 -4%
BB
1419
Busey Bank
Illinois
$1.88M -$148K -3,042 -8%
SW
1420
SkyOak Wealth
Michigan
$1.87M
FDS
1421
First Dallas Securities
Texas
$1.87M -$229K -4,688 -11%
KCFA
1422
Key Client Fiduciary Advisors
New Jersey
$1.86M -$18K -368 -1%
MYIA
1423
Mount Yale Investment Advisors
Colorado
$1.86M +$1.48M +30,385 +529%
NI
1424
NCP Inc
California
$1.86M -$10.2K -209 -0.6%
IA
1425
IFC Advisors
California
$1.86M +$2.68K +55 +0.2%

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.