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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
MPWS
1826
McCarter Private Wealth Services
Massachusetts
$989K
FI
1827
Finivi Inc
Massachusetts
$988K
PTP
1828
Platform Technology Partners
New York
$986K
PWP
1829
Pursue Wealth Partners
California
$982K
XSC
1830
X-Square Capital
Puerto Rico
$981K
JPG
1831
Jordan Park Group
California
$980K
ZF
1832
Zhang Financial
Michigan
$980K
CAM
1833
Columbia Asset Management
Michigan
$978K
GPA
1834
Garrison Point Advisors
California
$977K
BMCM
1835
Bryn Mawr Capital Management
Pennsylvania
$973K
OL
1836
OneFund LLC
Florida
$970K
EPAM
1837
Evelyn Partners Asset Management
$966K
LF
1838
Lantz Financial
Illinois
$966K
CWA
1839
Crux Wealth Advisors
California
$966K
CWS
1840
Confluence Wealth Services
Pennsylvania
$961K
CFD
1841
Creative Financial Designs
Indiana
$961K
KFI
1842
Key Financial Inc
Pennsylvania
$960K
NI
1843
Natural Investments
California
$958K
DCM
1844
Driehaus Capital Management
Illinois
$958K
BWCS
1845
Beirne Wealth Consulting Services
Connecticut
$956K
CPA
1846
Capital Performance Advisors
California
$956K
BFS
1847
Burkett Financial Services
South Carolina
$955K
WW
1848
Waterfront Wealth
Kansas
$955K
CSA
1849
Cottage Street Advisors
Massachusetts
$954K
CAM
1850
Cypress Asset Management
Texas
$954K