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Bank of America

3,343 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 1,386 increasing their positions, 1,305 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.76% more ownership

Funds ownership: 72.91%73.67% (+0.76%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $8.38B

Holders
3,343
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
$5.39B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$1.96B
2 +$973M
3 +$817M
4
Citigroup
Citigroup
New York
+$716M
5
Capital World Investors
Capital World Investors
California
+$696M
Name Holding Trade Value Shares
Change
Change in
Stake
UCI
1701
Uncommon Cents Investing
Wisconsin
$1.17M
EFG
1702
Ethos Financial Group
Pennsylvania
$1.17M
GAMC
1703
Garner Asset Management Corp
Texas
$1.17M
LCGC
1704
Legacy Capital Group California
California
$1.17M
ST
1705
Sentinel Trust
Texas
$1.17M
AWM
1706
Accredited Wealth Management
Kentucky
$1.16M
WPA
1707
West Paces Advisors
Georgia
$1.16M
TA
1708
TruWealth Advisors
Louisiana
$1.16M
WJA
1709
Willis Johnson & Associates
Texas
$1.16M
VCM
1710
Versant Capital Management
Arizona
$1.15M
BCM
1711
BluePath Capital Management
Georgia
$1.14M
AWC
1712
Abundance Wealth Counselors
Pennsylvania
$1.14M
HAM
1713
Harmony Asset Management
Arizona
$1.14M
EWM
1714
Edge Wealth Management
New York
$1.14M
GCA
1715
Gradient Capital Advisors
California
$1.14M
WP
1716
Westmount Partners
California
$1.14M
CCG
1717
Cypress Capital Group
Florida
$1.13M
AI
1718
Arvest Investments
Arkansas
$1.13M
CP
1719
Clarendon Private
Massachusetts
$1.13M
CFM
1720
Capricorn Fund Managers
United Kingdom
$1.13M
CIA
1721
Citadel Investment Advisory
Ohio
$1.13M
WA
1722
Waddell & Associates
Tennessee
$1.13M
FFA
1723
First Foundation Advisors
California
$1.13M
LBC
1724
Leigh Baldwin & Co
New York
$1.13M
IA
1725
Insight Advisors
Pennsylvania
$1.12M