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
LF
1851
Lantz Financial
Illinois
$966K +$173K +3,536 +23%
CWA
1852
Crux Wealth Advisors
California
$966K -$4.34K -89 -0.5%
CWS
1853
Confluence Wealth Services
Pennsylvania
$961K +$18K +369 +2%
CFD
1854
Creative Financial Designs
Indiana
$961K -$324K -6,649 -26%
KFI
1855
Key Financial Inc
Pennsylvania
$960K -$109K -2,240 -11%
NI
1856
Natural Investments
California
$958K +$1.32K +27 +0.1%
DCM
1857
Driehaus Capital Management
Illinois
$958K +$231K +4,745 +34%
BWCS
1858
Beirne Wealth Consulting Services
Connecticut
$956K +$369K +7,559 +69%
CPA
1859
Capital Performance Advisors
California
$956K +$43.2K +885 +5%
BFS
1860
Burkett Financial Services
South Carolina
$955K -$293 -6 -0%
WW
1861
Waterfront Wealth
Kansas
$955K +$11.8K +242 +1%
CSA
1862
Cottage Street Advisors
Massachusetts
$954K +$195 +4 +0%
CAM
1863
Cypress Asset Management
Texas
$954K +$14.1K +290 +2%
JFA
1864
JNBA Financial Advisors
Minnesota
$953K -$20.4K -419 -2%
WC
1865
Westhampton Capital
North Carolina
$951K
CC
1866
Copperleaf Capital
North Carolina
$949K +$897K +18,390 New
APC
1867
Aspire Private Capital
North Carolina
$948K -$41.4K -849 -4%
FIB
1868
First Interstate Bank
Montana
$948K +$897K +18,377 New
PWM
1869
Prosperity Wealth Management
California
$947K -$5.12K -105 -0.6%
BTWM
1870
Baker Tilly Wealth Management
Wisconsin
$945K +$27.2K +558 +3%
CUAMC
1871
China Universal Asset Management Company
China
$942K -$312K -6,403 -26%
MWA
1872
Muirfield Wealth Advisors
North Carolina
$939K -$1.61K -33 -0.2%
PCM
1873
PAR Capital Management
Massachusetts
$939K +$73.2K +1,500 +9%
MIA
1874
MeadowBrook Investment Advisors
Michigan
$939K
KV
1875
Kickstand Ventures
New York
$936K -$53.7K -1,100 -6%

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.