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Bank of America

3,323 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, 1,380 increasing their positions, 1,295 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:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

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
3,323
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
DI
1401
Diligent Investors
California
$1.91M
SAI
1402
Savvy Advisors Inc
New York
$1.91M
CIG
1403
Cullen Investment Group
Louisiana
$1.91M
PCS
1404
Personal CFO Solutions
New Jersey
$1.91M
CIAS
1405
CFS Investment Advisory Services
New Jersey
$1.9M
BEC
1406
Blue Edge Capital
Virginia
$1.89M
JWM
1407
Jupiter Wealth Management
Colorado
$1.89M
FFO
1408
Fiduciary Family Office
Florida
$1.88M
ADL
1409
Asset Dedication LLC
California
$1.88M
TPA
1410
Trivium Point Advisory
Connecticut
$1.88M
BB
1411
Busey Bank
Illinois
$1.88M
SW
1412
SkyOak Wealth
Michigan
$1.87M
FDS
1413
First Dallas Securities
Texas
$1.87M
KCFA
1414
Key Client Fiduciary Advisors
New Jersey
$1.86M
MYIA
1415
Mount Yale Investment Advisors
Colorado
$1.86M
NI
1416
NCP Inc
California
$1.86M
IA
1417
IFC Advisors
California
$1.86M
MG
1418
Mather Group
Illinois
$1.85M
EPIME
1419
Evelyn Partners Investment Management (Europe)
$1.84M
RCAG
1420
Rehmann Capital Advisory Group
Michigan
$1.84M
CI
1421
CX Institutional
Indiana
$1.84M
SC
1422
Schulhoff & Co
Ohio
$1.83M
GCM
1423
Generation Capital Management
New York
$1.83M
RP
1424
Raelipskie Partnership
Ontario, Canada
$1.83M
MIM
1425
Morningstar Investment Management
Illinois
$1.83M