We are live on ! Find out more
BAC icon

Bank of America

3,360 hedge funds and large institutions have $282B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 222 funds opening new positions, 1,394 increasing their positions, 1,310 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 126

8% more capital invested

Capital invested by funds: $260B → $282B (+$21.5B)

1% more funds holding

Funds holding: 3,3153,360 (+45)

6% more repeat investments, than reductions

Existing positions increased: 1,394 | Existing positions reduced: 1,310

0.76% more ownership

Funds ownership: 72.99%73.75% (+0.76%)

12% less funds holding in top 10

Funds holding in top 10: 130115 (-15)

36% less call options, than puts

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

Holders
3,360
Holders Change
+45
Holders Change %
+1.36%
% of All Funds
44.09%
Holding in Top 10
115
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-11.54%
% of All Funds
1.51%
New
222
Increased
1,394
Reduced
1,310
Closed
126
Calls
$5.39B
Puts
$8.38B
Net Calls
-$2.99B
Net Calls Change
-$178M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1826
Whitener Capital Management
North Carolina
$1M +$63.4K +1,300 +7%
IIA
1827
IPG Investment Advisors
California
$1M -$11K -225 -1%
HWA
1828
Heritage Wealth Advisors
Virginia
$1M
NICM
1829
Neo Ivy Capital Management
New York
$1M -$167K -3,432 -15%
CWM
1830
Circle Wealth Management
New Jersey
$1,000K +$146 +3 +0%
MFGM
1831
Marshall Financial Group (Maryland)
Maryland
$999K +$8.05K +165 +0.9%
BOJHT
1832
Bank of Jackson Hole Trust
Wyoming
$999K +$15.4K +315 +2%
SIA
1833
SkyView Investment Advisors
New Jersey
$997K -$13.1K -269 -1%
FM
1834
Foster & Motley
Ohio
$992K +$17.3K +354 +2%
SP
1835
Stonebrook Private
Michigan
$991K +$11.4K +233 +1%
SCM
1836
Steele Capital Management
Iowa
$990K
DWM
1837
Drive Wealth Management
Utah
$990K +$16.4K +337 +2%
MPWS
1838
McCarter Private Wealth Services
Massachusetts
$989K +$36.1K +740 +4%
FI
1839
Finivi Inc
Massachusetts
$988K +$4.44K +91 +0.5%
PTP
1840
Platform Technology Partners
New York
$986K +$2.29K +47 +0.2%
PWP
1841
Pursue Wealth Partners
California
$982K
XSC
1842
X-Square Capital
Puerto Rico
$981K +$1.9K +39 +0.2%
JPG
1843
Jordan Park Group
California
$980K
ZF
1844
Zhang Financial
Michigan
$980K -$11.9K -244 -1%
CAM
1845
Columbia Asset Management
Michigan
$978K -$31.6K -647 -3%
GPA
1846
Garrison Point Advisors
California
$977K +$49 +1 +0%
PVI
1847
Pine Valley Investments
New Jersey
$976K +$10.8K +221 +1%
BMCM
1848
Bryn Mawr Capital Management
Pennsylvania
$973K +$49.8K +1,020 +6%
OL
1849
OneFund LLC
Florida
$970K +$36.5K +749 +4%
EPAM
1850
Evelyn Partners Asset Management
$966K -$14.5K -298 -2%

BAC Hedge Fund Activity: Q3 2025 in Review

3,360 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2025, worth a combined $282B — up 8.2% from $260B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new BAC positions and 126 closed out — a net gain of 96 holders — while 1,394 added to existing stakes and 1,310 trimmed.

The largest buyer was UBS AM, adding an estimated $1.96B. The largest seller was Berkshire Hathaway, cutting an estimated $1.81B.

  • 3,360 institutional investors held Bank of America (BAC) as of Q3 2025, up from 3,315 in Q2 2025.
  • Funds reported $282B of Bank of America stock for Q3 2025, up 8.2% quarter-over-quarter.
  • 222 funds opened new Bank of America positions in Q3 2025 and 126 closed out, a net change of +96 holders.
  • The largest Bank of America buyer in Q3 2025 was UBS AM, an estimated $1.96B added.
  • The largest Bank of America seller in Q3 2025 was Berkshire Hathaway, an estimated $1.81B sold.

Based on aggregated 13F filings for Q3 2025.