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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
MWA
1801
Midland Wealth Advisors
Illinois
$1.02M
JE
1802
JMAC Enterprises
Pennsylvania
$1.02M
KCPG
1803
Kavar Capital Partners Group
Kansas
$1.02M
AWA
1804
AGH Wealth Advisors
Kansas
$1.02M
HKIM
1805
Hayek Kallen Investment Management
Alabama
$1.02M
DA
1806
Denali Advisors
California
$1.02M
AA
1807
Addison Advisors
Vermont
$1.01M
ALAM
1808
Asahi Life Asset Management
Japan
$1.01M
BB
1809
Bell Bank
North Dakota
$1.01M
SMA
1810
Seven Mile Advisory
New Jersey
$1.01M
LOAMS
1811
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.01M
SWA
1812
Sax Wealth Advisors
New Jersey
$1.01M
CSPIA
1813
Cary Street Partners Investment Advisory
Virginia
$1.01M
CA
1814
Crewe Advisors
Utah
$1.01M
KA
1815
Kearns & Associates
California
$1.01M
BCA
1816
Bay Colony Advisors
Massachusetts
$1.01M
BIM
1817
Baldwin Investment Management
Pennsylvania
$1.01M
AF
1818
Advisornet Financial
Minnesota
$1.01M
OC
1819
Opinicus Capital
Florida
$1M
WCM
1820
Whitener Capital Management
North Carolina
$1M
IIA
1821
IPG Investment Advisors
California
$1M
HWA
1822
Heritage Wealth Advisors
Virginia
$1M
NICM
1823
Neo Ivy Capital Management
New York
$1M
CWM
1824
Circle Wealth Management
New Jersey
$1,000K
MFGM
1825
Marshall Financial Group (Maryland)
Maryland
$999K