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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
RZH
1901
Relyea Zuckerberg Hanson
Connecticut
$906K -$23.1K -474 -3%
AF
1902
Apexium Financial
Texas
$906K +$118K +2,426 +16%
WC
1903
Whitney & Co
New York
$905K
PCM
1904
Pointe Capital Management
Michigan
$902K
EA
1905
Everpar Advisors
Oklahoma
$902K +$13.9K +285 +2%
LWA
1906
Ledgewood Wealth Advisors
New Hampshire
$898K
JAG
1907
Journey Advisory Group
Kentucky
$894K
WA
1908
WESPAC Advisors
California
$894K -$73.5K -1,506 -8%
SIM
1909
Sentry Investment Management
Wisconsin
$893K -$158K -3,235 -15%
CC
1910
Chicago Capital
Illinois
$890K -$154K -3,150 -15%
WCA
1911
Westover Capital Advisors
Delaware
$890K -$6.34K -130 -0.7%
BSI
1912
Bennett Selby Investments
Maine
$890K -$17.6K -360 -2%
CIR
1913
Clear Investment Research
Georgia
$888K +$49 +1 +0%
FWM
1914
Finer Wealth Management
Massachusetts
$888K -$102K -2,099 -11%
CC
1915
Carlson Capital
Texas
$887K +$839K +17,200 New
HWA
1916
HHM Wealth Advisors
Tennessee
$884K +$11.5K +236 +1%
OL
1917
Optas LLC
Texas
$880K +$158K +3,246 +23%
LIM
1918
Lathrop Investment Management
Arkansas
$880K -$60K -1,229 -7%
EW
1919
Elyxium Wealth
California
$879K +$6.68K +137 +0.8%
WFAG
1920
Worth Financial Advisory Group
North Carolina
$877K -$38K -778 -4%
MAC
1921
Mason & Associates (California)
California
$877K +$829K +16,990 New
BBA
1922
BLB&B Advisors
Pennsylvania
$875K -$14.1K -288 -2%
RCA
1923
Roberts Capital Advisors
Colorado
$872K +$825K +16,910 New
CS
1924
Cannell & Spears
New York
$872K +$21.9K +449 +3%
DDPIC
1925
Deroy & Devereaux Private Investment Counsel
Michigan
$871K

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.