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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
CWA
1826
Crux Wealth Advisors
California
$966K
CWS
1827
Confluence Wealth Services
Pennsylvania
$961K
CFD
1828
Creative Financial Designs
Indiana
$961K
KFI
1829
Key Financial Inc
Pennsylvania
$960K
NI
1830
Natural Investments
California
$958K
DCM
1831
Driehaus Capital Management
Illinois
$958K
BWCS
1832
Beirne Wealth Consulting Services
Connecticut
$956K
CPA
1833
Capital Performance Advisors
California
$956K
BFS
1834
Burkett Financial Services
South Carolina
$955K
WW
1835
Waterfront Wealth
Kansas
$955K
CSA
1836
Cottage Street Advisors
Massachusetts
$954K
CAM
1837
Cypress Asset Management
Texas
$954K
JFA
1838
JNBA Financial Advisors
Minnesota
$953K
WC
1839
Westhampton Capital
North Carolina
$951K
CC
1840
Copperleaf Capital
North Carolina
$949K
APC
1841
Aspire Private Capital
North Carolina
$948K
FIB
1842
First Interstate Bank
Montana
$948K
PWM
1843
Prosperity Wealth Management
California
$947K
BTWM
1844
Baker Tilly Wealth Management
Wisconsin
$945K
CUAMC
1845
China Universal Asset Management Company
China
$942K
MWA
1846
Muirfield Wealth Advisors
North Carolina
$939K
PCM
1847
PAR Capital Management
Massachusetts
$939K
MIA
1848
MeadowBrook Investment Advisors
Michigan
$939K
KV
1849
Kickstand Ventures
New York
$936K
MFC
1850
Mechanics Financial Corp
Ohio
$935K