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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
BOJHT
1826
Bank of Jackson Hole Trust
Wyoming
$999K
SIA
1827
SkyView Investment Advisors
New Jersey
$997K
FM
1828
Foster & Motley
Ohio
$992K
SP
1829
Stonebrook Private
Michigan
$991K
SCM
1830
Steele Capital Management
Iowa
$990K
DWM
1831
Drive Wealth Management
Utah
$990K
MPWS
1832
McCarter Private Wealth Services
Massachusetts
$989K
FI
1833
Finivi Inc
Massachusetts
$988K
PTP
1834
Platform Technology Partners
New York
$986K
PWP
1835
Pursue Wealth Partners
California
$982K
XSC
1836
X-Square Capital
Puerto Rico
$981K
JPG
1837
Jordan Park Group
California
$980K
ZF
1838
Zhang Financial
Michigan
$980K
CAM
1839
Columbia Asset Management
Michigan
$978K
GPA
1840
Garrison Point Advisors
California
$977K
PVI
1841
Pine Valley Investments
New Jersey
$976K
BMCM
1842
Bryn Mawr Capital Management
Pennsylvania
$973K
OL
1843
OneFund LLC
Florida
$970K
EPAM
1844
Evelyn Partners Asset Management
$966K
LF
1845
Lantz Financial
Illinois
$966K
CWA
1846
Crux Wealth Advisors
California
$966K
CWS
1847
Confluence Wealth Services
Pennsylvania
$961K
CFD
1848
Creative Financial Designs
Indiana
$961K
KFI
1849
Key Financial Inc
Pennsylvania
$960K
NI
1850
Natural Investments
California
$958K