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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
BFG
2001
Berger Financial Group
Minnesota
$750K
JFGIW
2002
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$748K
MSA
2003
Marino Stram & Associates
Massachusetts
$748K
TCMP
2004
Thrive Capital Management (Pennsylvania)
Pennsylvania
$745K
CVM
2005
Cheviot Value Management
California
$745K
UCB
2006
United Community Bank
South Carolina
$745K
MCA
2007
Magnolia Capital Advisors
Mississippi
$744K
ALC
2008
Alexander Labrunerie & Co
Missouri
$743K
FHC
2009
First Heartland Consultants
Missouri
$742K
ABLA
2010
Alan B. Lancz & Associates
Ohio
$742K
AWAP
2011
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$742K
SSW
2012
Stone Summit Wealth
Florida
$740K
PBF
2013
Petix & Botte Financial
California
$739K
IWA
2014
Inspirion Wealth Advisors
Illinois
$738K
RPGK
2015
Retirement Planning Group (Kansas)
Kansas
$738K
NFA
2016
Northern Financial Advisors
Michigan
$738K
FFG
2017
Fiduciary Financial Group
California
$737K
WF
2018
WoodTrust Financial
Wisconsin
$737K
TFA
2019
Toth Financial Advisory
Virginia
$736K
SEIA
2020
Signature Estate & Investment Advisors
California
$735K
CIM
2021
Cambria Investment Management
California
$734K
CSB
2022
City State Bank
Iowa
$733K
OWA
2023
Opal Wealth Advisors
New York
$731K
WPW
2024
Waldron Private Wealth
Pennsylvania
$729K
S
2025
Sunpointe
Missouri
$728K