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Bank of America

3,325 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, 1,381 increasing their positions, 1,296 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:

0.75% more ownership

Funds ownership: 72.91%73.66% (+0.75%)

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
3,325
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
OPA
1951
Old Port Advisors
Maine
$814K
HIM
1952
Hillsdale Investment Management
Ontario, Canada
$813K
GDP
1953
Great Diamond Partners
Maine
$813K
HCMG
1954
Howard Capital Management Group
California
$812K
PWAC
1955
Private Wealth Advisors (California)
California
$811K
DMBA
1956
Deseret Mutual Benefit Administrators
Utah
$810K
GIA
1957
Guyasuta Investment Advisors
Pennsylvania
$810K
WCM
1958
Warburton Capital Management
Oklahoma
$808K
SIG
1959
Sky Investment Group
Connecticut
$808K
KIA
1960
Knollwood Investment Advisory
Maryland
$807K
TC
1961
TAGStone Capital
North Carolina
$805K
BOS
1962
Bank of Stockton
California
$804K
SWRP
1963
Summit Wealth & Retirement Planning
California
$802K
OPTFSNA
1964
Old Point Trust & Financial Services N A
Virginia
$801K
WFAG
1965
Wescott Financial Advisory Group
Pennsylvania
$801K
QFW
1966
QTR Family Wealth
Florida
$799K
ADMI
1967
Albert D. Mason Inc
Massachusetts
$799K
AIA
1968
Arbor Investment Advisors
North Carolina
$798K
HI
1969
Humankind Investments
New York
$797K
TF
1970
Trek Financial
Arizona
$796K
LCG
1971
Lakeshore Capital Group
Illinois
$793K
AWM
1972
Accel Wealth Management
Iowa
$793K
SFWA
1973
Summit Financial Wealth Advisors
Louisiana
$793K
CCA
1974
Coign Capital Advisors
Utah
$792K
MCM
1975
Manchester Capital Management
Vermont
$791K