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Bank of America

3,323 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, 1,380 increasing their positions, 1,295 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:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

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
3,323
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
FI
1826
Finivi Inc
Massachusetts
$988K
PTP
1827
Platform Technology Partners
New York
$986K
PWP
1828
Pursue Wealth Partners
California
$982K
XSC
1829
X-Square Capital
Puerto Rico
$981K
JPG
1830
Jordan Park Group
California
$980K
ZF
1831
Zhang Financial
Michigan
$980K
CAM
1832
Columbia Asset Management
Michigan
$978K
GPA
1833
Garrison Point Advisors
California
$977K
BMCM
1834
Bryn Mawr Capital Management
Pennsylvania
$973K
OL
1835
OneFund LLC
Florida
$970K
EPAM
1836
Evelyn Partners Asset Management
$966K
LF
1837
Lantz Financial
Illinois
$966K
CWA
1838
Crux Wealth Advisors
California
$966K
CWS
1839
Confluence Wealth Services
Pennsylvania
$961K
CFD
1840
Creative Financial Designs
Indiana
$961K
KFI
1841
Key Financial Inc
Pennsylvania
$960K
NI
1842
Natural Investments
California
$958K
DCM
1843
Driehaus Capital Management
Illinois
$958K
BWCS
1844
Beirne Wealth Consulting Services
Connecticut
$956K
CPA
1845
Capital Performance Advisors
California
$956K
BFS
1846
Burkett Financial Services
South Carolina
$955K
WW
1847
Waterfront Wealth
Kansas
$955K
CSA
1848
Cottage Street Advisors
Massachusetts
$954K
CAM
1849
Cypress Asset Management
Texas
$954K
JFA
1850
JNBA Financial Advisors
Minnesota
$953K