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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
DA
1801
Denali Advisors
California
$1.02M
AA
1802
Addison Advisors
Vermont
$1.01M
ALAM
1803
Asahi Life Asset Management
Japan
$1.01M
BB
1804
Bell Bank
North Dakota
$1.01M
SMA
1805
Seven Mile Advisory
New Jersey
$1.01M
LOAMS
1806
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.01M
SWA
1807
Sax Wealth Advisors
New Jersey
$1.01M
CSPIA
1808
Cary Street Partners Investment Advisory
Virginia
$1.01M
CA
1809
Crewe Advisors
Utah
$1.01M
KA
1810
Kearns & Associates
California
$1.01M
BCA
1811
Bay Colony Advisors
Massachusetts
$1.01M
BIM
1812
Baldwin Investment Management
Pennsylvania
$1.01M
AF
1813
Advisornet Financial
Minnesota
$1.01M
OC
1814
Opinicus Capital
Florida
$1M
WCM
1815
Whitener Capital Management
North Carolina
$1M
IIA
1816
IPG Investment Advisors
California
$1M
HWA
1817
Heritage Wealth Advisors
Virginia
$1M
NICM
1818
Neo Ivy Capital Management
New York
$1M
CWM
1819
Circle Wealth Management
New Jersey
$1,000K
MFGM
1820
Marshall Financial Group (Maryland)
Maryland
$999K
BOJHT
1821
Bank of Jackson Hole Trust
Wyoming
$999K
FM
1822
Foster & Motley
Ohio
$992K
SP
1823
Stonebrook Private
Michigan
$991K
SCM
1824
Steele Capital Management
Iowa
$990K
DWM
1825
Drive Wealth Management
Utah
$990K