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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
SIC
2001
Shoker Investment Counsel
Ohio
$780K -$829 -17 -0.1%
ST
2002
Spinnaker Trust
Maine
$780K
EFSCE
2003
Enterprise Financial Services Corp (EFSC)
Missouri
$779K -$50K -1,025 -6%
BMC
2004
Benin Management Corp
Connecticut
$777K -$976 -20 -0.1%
PW
2005
Paladin Wealth
Minnesota
$777K -$23.9K -490 -3%
TCOT
2006
Trust Company of Toledo
Ohio
$777K +$48.8K +1,000 +7%
FAG
2007
Fortitude Advisory Group
Washington
$777K +$10.8K +221 +1%
ANBT
2008
American National Bank & Trust
Texas
$776K -$590K -12,100 -45%
AFG
2009
Altiora Financial Group
Ohio
$774K
SGDR
2010
SPX Gestao de Recursos
Brazil
$774K -$2.93M -60,000 -80%
HAM
2011
Hedges Asset Management
Nevada
$774K
UM
2012
Ulysses Management
New York
$774K +$732K +15,000 New
SAA
2013
Southeast Asset Advisors
Georgia
$772K -$9.12K -187 -1%
GKWIM
2014
Gerber Kawasaki Wealth & Investment Management
California
$770K +$56.5K +1,158 +8%
VT
2015
Volterra Technologies
New York
$770K +$728K +14,922 New
CRWM
2016
Castle Rock Wealth Management
California
$769K +$65.8K +1,349 +10%
CWMK
2017
Caliber Wealth Management (Kansas)
Kansas
$769K -$136K -2,787 -16%
FFG
2018
Frisch Financial Group
New York
$765K +$14.1K +290 +2%
TIA
2019
Tiemann Investment Advisors
California
$765K -$13.4K -275 -2%
HL
2020
HeadInvest LLC
Maine
$764K -$31.7K -650 -4%
PP
2021
Patron Partners
Texas
$764K +$68.9K +1,412 +11%
JWM
2022
JGP Wealth Management
Oregon
$763K +$124K +2,538 +20%
WFA
2023
Wellspring Financial Advisors
Ohio
$760K -$182K -3,735 -20%
RWP
2024
Revolve Wealth Partners
New Jersey
$760K +$53.6K +1,098 +8%
LGW
2025
Leslie Global Wealth
Illinois
$758K +$16.6K +341 +2%

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.