BAC icon

Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
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
$5.36B
Puts
$8.35B
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
OWM
1426
Orca Wealth Management
Florida
$1.8M
HA
1427
Herold Advisors
New York
$1.78M
DSC
1428
Duncker Streett & Co
Missouri
$1.78M
CNAM
1429
Campbell Newman Asset Management
Wisconsin
$1.77M
FOFP
1430
Fee-Only Financial Planning
South Carolina
$1.77M
LA
1431
Legacy Advisors
Pennsylvania
$1.76M
WMA
1432
Wealth Management Associates
New Jersey
$1.76M
JWWM
1433
Johnson & White Wealth Management
Pennsylvania
$1.76M
CFG
1434
Cooper Financial Group
California
$1.76M
SFI
1435
SPC Financial Inc
Maryland
$1.75M
CA
1436
CoreCap Advisors
Michigan
$1.75M
GWA
1437
Gratus Wealth Advisors
Virginia
$1.75M
KJWM
1438
Kiley Juergens Wealth Management
Washington
$1.74M
IIA
1439
Integral Investment Advisors
California
$1.74M
NAS
1440
Nicolet Advisory Services
Wisconsin
$1.74M
AIM
1441
Avity Investment Management
Connecticut
$1.73M
BCM
1442
BluePath Capital Management
Georgia
$1.73M
AR
1443
Advisory Research
Illinois
$1.73M
BCI
1444
Blue Capital Inc
Nebraska
$1.73M
FWA
1445
FSM Wealth Advisors
Ohio
$1.72M
AA
1446
Advisory Alpha
Michigan
$1.72M
CIC
1447
Cornercap Investment Counsel
Georgia
$1.72M
ACG
1448
Allen Capital Group
Nebraska
$1.72M
EARNEST Partners
1449
EARNEST Partners
Georgia
$1.71M
AIM
1450
Aspen Investment Management
Michigan
$1.71M