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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
AF
1801
Advisornet Financial
Minnesota
$1.01M
OC
1802
Opinicus Capital
Florida
$1M
WCM
1803
Whitener Capital Management
North Carolina
$1M
IIA
1804
IPG Investment Advisors
California
$1M
HWA
1805
Heritage Wealth Advisors
Virginia
$1M
NICM
1806
Neo Ivy Capital Management
New York
$1M
CWM
1807
Circle Wealth Management
New Jersey
$1,000K
MFGM
1808
Marshall Financial Group (Maryland)
Maryland
$999K
BOJHT
1809
Bank of Jackson Hole Trust
Wyoming
$999K
FM
1810
Foster & Motley
Ohio
$992K
SP
1811
Stonebrook Private
Michigan
$991K
SCM
1812
Steele Capital Management
Iowa
$990K
DWM
1813
Drive Wealth Management
Utah
$990K
MPWS
1814
McCarter Private Wealth Services
Massachusetts
$989K
PTP
1815
Platform Technology Partners
New York
$986K
PWP
1816
Pursue Wealth Partners
California
$982K
XSC
1817
X-Square Capital
Puerto Rico
$981K
JPG
1818
Jordan Park Group
California
$980K
ZF
1819
Zhang Financial
Michigan
$980K
CAM
1820
Columbia Asset Management
Michigan
$978K
GPA
1821
Garrison Point Advisors
California
$977K
BMCM
1822
Bryn Mawr Capital Management
Pennsylvania
$973K
OL
1823
OneFund LLC
Florida
$970K
EPAM
1824
Evelyn Partners Asset Management
$966K
LF
1825
Lantz Financial
Illinois
$966K