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Bank of America

3,325 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, 1,381 increasing their positions, 1,296 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:

0.75% more ownership

Funds ownership: 72.91%73.66% (+0.75%)

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
3,325
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
LCGC
1701
Legacy Capital Group California
California
$1.17M
ST
1702
Sentinel Trust
Texas
$1.17M
AWM
1703
Accredited Wealth Management
Kentucky
$1.16M
WPA
1704
West Paces Advisors
Georgia
$1.16M
TA
1705
TruWealth Advisors
Louisiana
$1.16M
WJA
1706
Willis Johnson & Associates
Texas
$1.16M
VCM
1707
Versant Capital Management
Arizona
$1.15M
AWC
1708
Abundance Wealth Counselors
Pennsylvania
$1.14M
HAM
1709
Harmony Asset Management
Arizona
$1.14M
EWM
1710
Edge Wealth Management
New York
$1.14M
GCA
1711
Gradient Capital Advisors
California
$1.14M
WP
1712
Westmount Partners
California
$1.14M
CCG
1713
Cypress Capital Group
Florida
$1.13M
AI
1714
Arvest Investments
Arkansas
$1.13M
CP
1715
Clarendon Private
Massachusetts
$1.13M
CFM
1716
Capricorn Fund Managers
United Kingdom
$1.13M
CIA
1717
Citadel Investment Advisory
Ohio
$1.13M
WA
1718
Waddell & Associates
Tennessee
$1.13M
FFA
1719
First Foundation Advisors
California
$1.13M
LBC
1720
Leigh Baldwin & Co
New York
$1.13M
IA
1721
Insight Advisors
Pennsylvania
$1.12M
BFWA
1722
Benchmark Financial Wealth Advisors
Florida
$1.11M
SA
1723
Skyline Advisors
Washington
$1.11M
NS
1724
NBC Securities
Alabama
$1.11M
AMM
1725
American Money Management
California
$1.11M