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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
CWMK
2001
Caliber Wealth Management (Kansas)
Kansas
$769K
FFG
2002
Frisch Financial Group
New York
$765K
TIA
2003
Tiemann Investment Advisors
California
$765K
HL
2004
HeadInvest LLC
Maine
$764K
PP
2005
Patron Partners
Texas
$764K
JWM
2006
JGP Wealth Management
Oregon
$763K
WFA
2007
Wellspring Financial Advisors
Ohio
$760K
RWP
2008
Revolve Wealth Partners
New Jersey
$760K
LGW
2009
Leslie Global Wealth
Illinois
$758K
NHT
2010
New Hampshire Trust
New Hampshire
$757K
PA
2011
Procyon Advisors
Connecticut
$755K
AWP
2012
Ascent Wealth Partners
New York
$755K
VCM
2013
Virtue Capital Management
Tennessee
$751K
BFG
2014
Berger Financial Group
Minnesota
$750K
JFGIW
2015
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$748K
MSA
2016
Marino Stram & Associates
Massachusetts
$748K
TCMP
2017
Thrive Capital Management (Pennsylvania)
Pennsylvania
$745K
CVM
2018
Cheviot Value Management
California
$745K
UCB
2019
United Community Bank
South Carolina
$745K
MCA
2020
Magnolia Capital Advisors
Mississippi
$744K
ALC
2021
Alexander Labrunerie & Co
Missouri
$743K
FHC
2022
First Heartland Consultants
Missouri
$742K
ABLA
2023
Alan B. Lancz & Associates
Ohio
$742K
AWAP
2024
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$742K
SSW
2025
Stone Summit Wealth
Florida
$740K