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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
ANBT
2001
American National Bank & Trust
Texas
$776K
AFG
2002
Altiora Financial Group
Ohio
$774K
SGDR
2003
SPX Gestao de Recursos
Brazil
$774K
HAM
2004
Hedges Asset Management
Nevada
$774K
UM
2005
Ulysses Management
New York
$774K
SAA
2006
Southeast Asset Advisors
Georgia
$772K
GKWIM
2007
Gerber Kawasaki Wealth & Investment Management
California
$770K
VT
2008
Volterra Technologies
New York
$770K
CRWM
2009
Castle Rock Wealth Management
California
$769K
CWMK
2010
Caliber Wealth Management (Kansas)
Kansas
$769K
FFG
2011
Frisch Financial Group
New York
$765K
TIA
2012
Tiemann Investment Advisors
California
$765K
HL
2013
HeadInvest LLC
Maine
$764K
PP
2014
Patron Partners
Texas
$764K
JWM
2015
JGP Wealth Management
Oregon
$763K
WFA
2016
Wellspring Financial Advisors
Ohio
$760K
RWP
2017
Revolve Wealth Partners
New Jersey
$760K
LGW
2018
Leslie Global Wealth
Illinois
$758K
NHT
2019
New Hampshire Trust
New Hampshire
$757K
PA
2020
Procyon Advisors
Connecticut
$755K
AWP
2021
Ascent Wealth Partners
New York
$755K
BFG
2022
Berger Financial Group
Minnesota
$750K
JFGIW
2023
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$748K
MSA
2024
Marino Stram & Associates
Massachusetts
$748K
TCMP
2025
Thrive Capital Management (Pennsylvania)
Pennsylvania
$745K