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Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
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
$5.36B
Puts
$8.35B
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
RZH
1876
Relyea Zuckerberg Hanson
Connecticut
$906K
AF
1877
Apexium Financial
Texas
$906K
WC
1878
Whitney & Co
New York
$905K
PCM
1879
Pointe Capital Management
Michigan
$902K
EA
1880
Everpar Advisors
Oklahoma
$902K
LWA
1881
Ledgewood Wealth Advisors
New Hampshire
$898K
JAG
1882
Journey Advisory Group
Kentucky
$894K
WA
1883
WESPAC Advisors
California
$894K
SIM
1884
Sentry Investment Management
Wisconsin
$893K
CC
1885
Chicago Capital
Illinois
$890K
WCA
1886
Westover Capital Advisors
Delaware
$890K
BSI
1887
Bennett Selby Investments
Maine
$890K
CIR
1888
Clear Investment Research
Georgia
$888K
FWM
1889
Finer Wealth Management
Massachusetts
$888K
CC
1890
Carlson Capital
Texas
$887K
HWA
1891
HHM Wealth Advisors
Tennessee
$884K
OL
1892
Optas LLC
Texas
$880K
LIM
1893
Lathrop Investment Management
Arkansas
$880K
EW
1894
Elyxium Wealth
California
$879K
WFAG
1895
Worth Financial Advisory Group
North Carolina
$877K
MAC
1896
Mason & Associates (California)
California
$877K
BBA
1897
BLB&B Advisors
Pennsylvania
$875K
RCA
1898
Roberts Capital Advisors
Colorado
$872K
CS
1899
Cannell & Spears
New York
$872K
DDPIC
1900
Deroy & Devereaux Private Investment Counsel
Michigan
$871K