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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
FWM
1901
Finer Wealth Management
Massachusetts
$888K
CC
1902
Carlson Capital
Texas
$887K
HWA
1903
HHM Wealth Advisors
Tennessee
$884K
OL
1904
Optas LLC
Texas
$880K
LIM
1905
Lathrop Investment Management
Arkansas
$880K
EW
1906
Elyxium Wealth
California
$879K
WFAG
1907
Worth Financial Advisory Group
North Carolina
$877K
MAC
1908
Mason & Associates (California)
California
$877K
BBA
1909
BLB&B Advisors
Pennsylvania
$875K
RCA
1910
Roberts Capital Advisors
Colorado
$872K
CS
1911
Cannell & Spears
New York
$872K
DDPIC
1912
Deroy & Devereaux Private Investment Counsel
Michigan
$871K
OWA
1913
One Wealth Advisors
California
$870K
TFIPS
1914
Towarzystwo Funduszy Inwestycyjnych PZU SA
$869K
RFN
1915
RDA Financial Network
Iowa
$867K
MCA
1916
MSH Capital Advisors
Arizona
$866K
RWB
1917
RMR Wealth Builders
New Jersey
$863K
1WA
1918
180 Wealth Advisors
Washington
$862K
NWWA
1919
New Wave Wealth Advisors
Arkansas
$859K
SN
1920
Sittner & Nelson
Oregon
$856K
GC
1921
Gilbert & Cook
Iowa
$856K
JSSH
1922
J. Safra Sarasin Holding
$854K
HC
1923
Headland Capital
South Carolina
$852K
SCA
1924
STALEY CAPITAL ADVISERS
Pennsylvania
$851K
VCAM
1925
Van Cleef Asset Management
Ohio
$849K