BAC icon

Bank of America

3,343 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 1,386 increasing their positions, 1,305 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.76% more ownership

Funds ownership: 72.91%73.67% (+0.76%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $8.38B

Holders
3,343
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
$5.39B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$1.96B
2 +$973M
3 +$817M
4
Citigroup
Citigroup
New York
+$716M
5
Capital World Investors
Capital World Investors
California
+$696M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1951
WealthShield Partners
North Carolina
$826K
AC
1952
Apella Capital
Connecticut
$825K
CWM
1953
C2C Wealth Management
Arizona
$824K
BFA
1954
Benedict Financial Advisors
Georgia
$822K
PMA
1955
Prudent Man Advisors
Illinois
$821K
CFG
1956
CKW Financial Group
Hawaii
$820K
OPA
1957
Old Port Advisors
Maine
$814K
HIM
1958
Hillsdale Investment Management
Ontario, Canada
$813K
GDP
1959
Great Diamond Partners
Maine
$813K
HCMG
1960
Howard Capital Management Group
California
$812K
PWAC
1961
Private Wealth Advisors (California)
California
$811K
DMBA
1962
Deseret Mutual Benefit Administrators
Utah
$810K
GIA
1963
Guyasuta Investment Advisors
Pennsylvania
$810K
WCM
1964
Warburton Capital Management
Oklahoma
$808K
SIG
1965
Sky Investment Group
Connecticut
$808K
KIA
1966
Knollwood Investment Advisory
Maryland
$807K
TC
1967
TAGStone Capital
North Carolina
$805K
MCM
1968
MV Capital Management
Maryland
$804K
BOS
1969
Bank of Stockton
California
$804K
SWRP
1970
Summit Wealth & Retirement Planning
California
$802K
OPTFSNA
1971
Old Point Trust & Financial Services N A
Virginia
$801K
WFAG
1972
Wescott Financial Advisory Group
Pennsylvania
$801K
QFW
1973
QTR Family Wealth
Florida
$799K
ADMI
1974
Albert D. Mason Inc
Massachusetts
$799K
AIA
1975
Arbor Investment Advisors
North Carolina
$798K