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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
AGWCA
1526
Annis Gardner Whiting Capital Advisors
Florida
$1.56M
UAG
1527
United Advisor Group
Ohio
$1.56M
FHC
1528
First Horizon Corporation
Tennessee
$1.56M
SSWM
1529
Sheets Smith Wealth Management
North Carolina
$1.56M
AOWM
1530
Alpha Omega Wealth Management
Virginia
$1.55M
FPB
1531
First PREMIER Bank
South Dakota
$1.55M
LCM
1532
Laurion Capital Management
New York
$1.55M
IWM
1533
Iams Wealth Management
Nebraska
$1.55M
AIC
1534
Ayalon Insurance Company
Israel
$1.55M
PFM
1535
Potomac Fund Management
Florida
$1.54M
CPBTD
1536
Central Pacific Bank - Trust Division
Hawaii
$1.54M
AWE
1537
Avidian Wealth Enterprises
Texas
$1.54M
CAG
1538
Csenge Advisory Group
Florida
$1.53M
WA
1539
Wealth Architects
California
$1.53M
VCWA
1540
Vanguard Capital Wealth Advisors
Colorado
$1.53M
RA
1541
RFG Advisory
Alabama
$1.52M
CGH
1542
CMG Global Holdings
Texas
$1.51M
VFA
1543
Voya Financial Advisors
Connecticut
$1.51M
CFMC
1544
Curbstone Financial Management Corp
New Hampshire
$1.51M
FNBSF
1545
First National Bank Sioux Falls
South Dakota
$1.51M
OIM
1546
Oder Investment Management
California
$1.51M
CCG
1547
Coastwise Capital Group
California
$1.51M
MSWM
1548
McGlone Suttner Wealth Management
Wisconsin
$1.51M
JSL
1549
JT Stratford LLC
Georgia
$1.5M
MC
1550
Machina Capital
France
$1.5M