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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
CCAM
1876
Cascades Capital Asset Management
North Carolina
$924K
SWGC
1877
Summit Wealth Group (Colorado)
Colorado
$923K
AFG
1878
Allegheny Financial Group
Pennsylvania
$920K
HCM
1879
Hall Capital Management
Rhode Island
$917K
TP
1880
Tranquility Partners
Tennessee
$913K
AIA
1881
AIMZ Investment Advisors
California
$910K
KA
1882
Klingman & Associates
New York
$910K
FWP
1883
Firethorn Wealth Partners
Georgia
$910K
AIM
1884
Acropolis Investment Management
Missouri
$908K
HIMS
1885
Hager Investment Management Services
New Hampshire
$908K
OWM
1886
OneAscent Wealth Management
Alabama
$908K
GAM
1887
Grandview Asset Management
Pennsylvania
$908K
RZH
1888
Relyea Zuckerberg Hanson
Connecticut
$906K
AF
1889
Apexium Financial
Texas
$906K
WC
1890
Whitney & Co
New York
$905K
PCM
1891
Pointe Capital Management
Michigan
$902K
EA
1892
Everpar Advisors
Oklahoma
$902K
LWA
1893
Ledgewood Wealth Advisors
New Hampshire
$898K
JAG
1894
Journey Advisory Group
Kentucky
$894K
WA
1895
WESPAC Advisors
California
$894K
SIM
1896
Sentry Investment Management
Wisconsin
$893K
CC
1897
Chicago Capital
Illinois
$890K
WCA
1898
Westover Capital Advisors
Delaware
$890K
BSI
1899
Bennett Selby Investments
Maine
$890K
CIR
1900
Clear Investment Research
Georgia
$888K