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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
SWRP
1976
Summit Wealth & Retirement Planning
California
$802K
OPTFSNA
1977
Old Point Trust & Financial Services N A
Virginia
$801K -$22K -450 -3%
WFAG
1978
Wescott Financial Advisory Group
Pennsylvania
$801K +$10.7K +219 +1%
QFW
1979
QTR Family Wealth
Florida
$799K +$105K +2,152 +16%
ADMI
1980
Albert D. Mason Inc
Massachusetts
$799K +$3.27K +67 +0.4%
AIA
1981
Arbor Investment Advisors
North Carolina
$798K +$354K +7,251 +88%
HI
1982
Humankind Investments
New York
$797K -$5.85K -120 -0.8%
TF
1983
Trek Financial
Arizona
$796K +$167K +3,418 +28%
LI
1984
LifeWealth Investments
Florida
$795K +$26.4K +542 +4%
BCM
1985
Boreal Capital Management
Florida
$794K
LCG
1986
Lakeshore Capital Group
Illinois
$793K +$12.4K +255 +2%
AWM
1987
Accel Wealth Management
Iowa
$793K -$38.3K -786 -5%
SFWA
1988
Summit Financial Wealth Advisors
Louisiana
$793K +$57.4K +1,177 +8%
CCA
1989
Coign Capital Advisors
Utah
$792K +$26.1K +534 +4%
MCM
1990
Manchester Capital Management
Vermont
$791K -$478K -9,806 -39%
WSA
1991
Warm Springs Advisors
California
$787K
BWM
1992
Blossom Wealth Management
California
$787K
MAG
1993
M3 Advisory Group
Massachusetts
$786K +$8.59K +176 +1%
AA
1994
Argent Advisors
Louisiana
$785K +$117K +2,401 +19%
UWS
1995
Unique Wealth Strategies
Illinois
$784K -$32.9K -674 -4%
ME
1996
McIlrath & Eck
Washington
$782K -$53.6K -1,099 -7%
CIA
1997
Caerus Investment Advisors
Texas
$782K +$740K +15,159 New
GFA
1998
Gifford Fong Associates
California
$781K
CT
1999
Colonial Trust
South Carolina
$780K +$35.9K +735 +5%
TF
2000
Tompkins Financial
New York
$780K +$405K +8,300 +122%

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.