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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
AIC
1526
Archer Investment Corporation
Indiana
$1.56M +$5.17K +106 +0.4%
PFP
1527
Paragon Financial Partners
California
$1.56M -$634 -13 -0%
SIC
1528
Sage Investment Counsel
Tennessee
$1.56M -$19.4K -398 -1%
SWK
1529
Stephen W. Kidder
$1.56M -$2.44K -50 -0.2%
CWM
1530
Chesapeake Wealth Management
Virginia
$1.56M -$4.78K -98 -0.3%
VIM
1531
VELA Investment Management
Ohio
$1.56M +$3.42K +70 +0.2%
ZIG
1532
Zuckerman Investment Group
Illinois
$1.56M +$740K +15,169 +101%
TA
1533
Tectonic Advisors
Texas
$1.56M -$145K -2,980 -9%
AGWCA
1534
Annis Gardner Whiting Capital Advisors
Florida
$1.56M -$56.6K -1,160 -4%
UAG
1535
United Advisor Group
Ohio
$1.56M +$234K +4,787 +19%
FHC
1536
First Horizon Corporation
Tennessee
$1.56M +$1.47M +30,181 New
SSWM
1537
Sheets Smith Wealth Management
North Carolina
$1.56M +$827K +16,950 +128%
AOWM
1538
Alpha Omega Wealth Management
Virginia
$1.55M +$19.7K +403 +1%
FPB
1539
First PREMIER Bank
South Dakota
$1.55M -$10.5K -215 -0.7%
LCM
1540
Laurion Capital Management
New York
$1.55M +$1.47M +30,083 New
IWM
1541
Iams Wealth Management
Nebraska
$1.55M -$129K -2,653 -8%
AIC
1542
Ayalon Insurance Company
Israel
$1.55M
PFM
1543
Potomac Fund Management
Florida
$1.54M -$65.8K -1,348 -4%
CPBTD
1544
Central Pacific Bank - Trust Division
Hawaii
$1.54M +$820K +16,805 +128%
AWE
1545
Avidian Wealth Enterprises
Texas
$1.54M +$71.2K +1,460 +5%
CAG
1546
Csenge Advisory Group
Florida
$1.53M -$602K -12,347 -29%
WA
1547
Wealth Architects
California
$1.53M +$8.49K +174 +0.6%
VCWA
1548
Vanguard Capital Wealth Advisors
Colorado
$1.53M +$103K +2,106 +8%
RA
1549
RFG Advisory
Alabama
$1.52M -$287K -5,890 -17%
CGH
1550
CMG Global Holdings
Texas
$1.51M -$3.76K -77 -0.3%

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.