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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
MFC
1876
Mechanics Financial Corp
Ohio
$935K +$33.3K +682 +4%
MWA
1877
Monograph Wealth Advisors
California
$935K +$884K +18,130 New
TB
1878
Terril Brothers
Missouri
$931K
FCAS
1879
First Command Advisory Services
Texas
$930K -$156K -3,195 -15%
SCM
1880
Spring Capital Management
Texas
$929K
PI
1881
Parkside Investments
Illinois
$929K +$146K +3,000 +20%
CCA
1882
Childress Capital Advisors
Texas
$928K +$154K +3,161 +21%
LCM
1883
LVM Capital Management
Michigan
$928K -$1.95K -40 -0.2%
AA
1884
Auxano Advisors
Washington
$927K -$75.9K -1,555 -8%
PWM
1885
PBMares Wealth Management
Virginia
$927K +$138K +2,834 +19%
NA
1886
Navellier & Associates
Nevada
$926K +$266K +5,444 +44%
CB
1887
Centennial Bank
Arkansas
$925K -$82.9K -1,700 -9%
PWM
1888
Prentice Wealth Management
New York
$925K -$7.46K -153 -0.8%
CPSC
1889
Carl P. Sherr & Co
Massachusetts
$925K +$2.34K +48 +0.3%
CCAM
1890
Cascades Capital Asset Management
North Carolina
$924K +$11.3K +232 +1%
AFG
1891
Allegheny Financial Group
Pennsylvania
$920K -$1.9K -39 -0.2%
HCM
1892
Hall Capital Management
Rhode Island
$917K -$4.15K -85 -0.5%
TP
1893
Tranquility Partners
Tennessee
$913K -$32.7K -671 -4%
AIA
1894
AIMZ Investment Advisors
California
$910K
KA
1895
Klingman & Associates
New York
$910K +$332K +6,814 +63%
FWP
1896
Firethorn Wealth Partners
Georgia
$910K +$17.3K +355 +2%
AIM
1897
Acropolis Investment Management
Missouri
$908K +$270K +5,531 +40%
HIMS
1898
Hager Investment Management Services
New Hampshire
$908K -$32.7K -670 -4%
OWM
1899
OneAscent Wealth Management
Alabama
$908K -$1.51K -31 -0.2%
GAM
1900
Grandview Asset Management
Pennsylvania
$908K +$22.5K +462 +3%

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.