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Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
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
$5.36B
Puts
$8.35B
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
PW
1976
Paladin Wealth
Minnesota
$777K
TCOT
1977
Trust Company of Toledo
Ohio
$777K
FAG
1978
Fortitude Advisory Group
Washington
$777K
ANBT
1979
American National Bank & Trust
Texas
$776K
AFG
1980
Altiora Financial Group
Ohio
$774K
SGDR
1981
SPX Gestao de Recursos
Brazil
$774K
HAM
1982
Hedges Asset Management
Nevada
$774K
UM
1983
Ulysses Management
New York
$774K
SAA
1984
Southeast Asset Advisors
Georgia
$772K
GKWIM
1985
Gerber Kawasaki Wealth & Investment Management
California
$770K
VT
1986
Volterra Technologies
New York
$770K
CRWM
1987
Castle Rock Wealth Management
California
$769K
CWMK
1988
Caliber Wealth Management (Kansas)
Kansas
$769K
FFG
1989
Frisch Financial Group
New York
$765K
TIA
1990
Tiemann Investment Advisors
California
$765K
HL
1991
HeadInvest LLC
Maine
$764K
PP
1992
Patron Partners
Texas
$764K
JWM
1993
JGP Wealth Management
Oregon
$763K
WFA
1994
Wellspring Financial Advisors
Ohio
$760K
RWP
1995
Revolve Wealth Partners
New Jersey
$760K
LGW
1996
Leslie Global Wealth
Illinois
$758K
NHT
1997
New Hampshire Trust
New Hampshire
$757K
PA
1998
Procyon Advisors
Connecticut
$755K
AWP
1999
Ascent Wealth Partners
New York
$755K
VCM
2000
Virtue Capital Management
Tennessee
$751K