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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
WE
1651
Wealth Effects
Massachusetts
$1.23M
KFS
1652
Keynote Financial Services
Connecticut
$1.23M
MCWA
1653
Meadow Creek Wealth Advisors
Georgia
$1.23M
LBC
1654
Lowe Brockenbrough & Co
Virginia
$1.23M
SFG
1655
Snider Financial Group
Washington
$1.22M
PFS
1656
Physicians Financial Services
North Carolina
$1.22M
CAM
1657
Covenant Asset Management
New Jersey
$1.22M
Fuller & Thaler Asset Management
1658
Fuller & Thaler Asset Management
California
$1.22M
RBFC
1659
Roman Butler Fullerton & Co
Missouri
$1.22M
FPL
1660
Fortress Private Ledger
North Carolina
$1.22M
SJL
1661
Shayne & Jacobs LLC
Tennessee
$1.21M
MFG
1662
Mosaic Financial Group
Illinois
$1.21M
WA
1663
WealthTrust Axiom
Pennsylvania
$1.21M
EC
1664
EntryPoint Capital
New York
$1.21M
BW
1665
BIP Wealth
Georgia
$1.21M
NGA
1666
Naples Global Advisors
Florida
$1.21M
HTC
1667
Haverford Trust Company
Pennsylvania
$1.2M
YDMI
1668
Y.D. More Investments
Israel
$1.2M
WF
1669
Wayfinding Financial
Washington
$1.2M
JWA
1670
JFS Wealth Advisors
Pennsylvania
$1.2M
SFA
1671
Souders Financial Advisors
Ohio
$1.2M
AWS
1672
Arkfeld Wealth Strategies
Nebraska
$1.2M
MWP
1673
Madison Wealth Partners
Wisconsin
$1.2M
HNWAG
1674
High Net Worth Advisory Group
Florida
$1.2M
GWP
1675
Gateway Wealth Partners
Wisconsin
$1.19M