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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
MG
1426
Mather Group
Illinois
$1.85M +$27.8K +570 +2%
EPIME
1427
Evelyn Partners Investment Management (Europe)
$1.84M -$80.5K -1,650 -4%
RCAG
1428
Rehmann Capital Advisory Group
Michigan
$1.84M -$933K -19,120 -35%
CI
1429
CX Institutional
Indiana
$1.84M +$72.3K +1,481 +4%
SC
1430
Schulhoff & Co
Ohio
$1.83M -$18.1K -370 -1%
GCM
1431
Generation Capital Management
New York
$1.83M -$115K -2,350 -6%
RP
1432
Raelipskie Partnership
Ontario, Canada
$1.83M -$1.46K -30 -0.1%
MIM
1433
Morningstar Investment Management
Illinois
$1.83M +$824K +16,884 +91%
ACGA
1434
Atlanta Consulting Group Advisors
Georgia
$1.82M
MC
1435
Mathes Company
New York
$1.82M
ACP
1436
Aviance Capital Partners
Florida
$1.82M +$1.95K +40 +0.1%
MCM
1437
Mill Capital Management
North Carolina
$1.81M
CP
1438
Canopy Partners
Ohio
$1.81M +$44.7K +917 +3%
CFGW
1439
Chancellor Financial Group WB
Pennsylvania
$1.81M -$11.6K -237 -0.7%
Bank Julius Baer & Co
1440
Bank Julius Baer & Co
Switzerland
$1.81M -$606K -12,425 -26%
CFP
1441
Catalyst Financial Partners
Massachusetts
$1.81M +$23.3K +477 +1%
QC
1442
Quent Capital
New York
$1.8M +$28.8K +591 +2%
CAM
1443
Creekmur Asset Management
Illinois
$1.8M +$5.85K +120 +0.3%
OWM
1444
Orca Wealth Management
Florida
$1.8M -$24.2K -496 -1%
HA
1445
Herold Advisors
New York
$1.78M -$507K -10,388 -23%
DSC
1446
Duncker Streett & Co
Missouri
$1.78M -$61.8K -1,267 -4%
CNAM
1447
Campbell Newman Asset Management
Wisconsin
$1.77M
FOFP
1448
Fee-Only Financial Planning
South Carolina
$1.77M -$14.6K -300 -0.9%
LA
1449
Legacy Advisors
Pennsylvania
$1.76M +$1.67M +34,208 New
WMA
1450
Wealth Management Associates
New Jersey
$1.76M -$19.1K -392 -1%

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.