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Bank of America

3,323 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, 1,380 increasing their positions, 1,295 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:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

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
3,323
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
FFG
2001
Frisch Financial Group
New York
$765K
TIA
2002
Tiemann Investment Advisors
California
$765K
HL
2003
HeadInvest LLC
Maine
$764K
PP
2004
Patron Partners
Texas
$764K
JWM
2005
JGP Wealth Management
Oregon
$763K
WFA
2006
Wellspring Financial Advisors
Ohio
$760K
RWP
2007
Revolve Wealth Partners
New Jersey
$760K
LGW
2008
Leslie Global Wealth
Illinois
$758K
NHT
2009
New Hampshire Trust
New Hampshire
$757K
PA
2010
Procyon Advisors
Connecticut
$755K
AWP
2011
Ascent Wealth Partners
New York
$755K
VCM
2012
Virtue Capital Management
Tennessee
$751K
BFG
2013
Berger Financial Group
Minnesota
$750K
JFGIW
2014
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$748K
MSA
2015
Marino Stram & Associates
Massachusetts
$748K
TCMP
2016
Thrive Capital Management (Pennsylvania)
Pennsylvania
$745K
CVM
2017
Cheviot Value Management
California
$745K
UCB
2018
United Community Bank
South Carolina
$745K
MCA
2019
Magnolia Capital Advisors
Mississippi
$744K
ALC
2020
Alexander Labrunerie & Co
Missouri
$743K
FHC
2021
First Heartland Consultants
Missouri
$742K
ABLA
2022
Alan B. Lancz & Associates
Ohio
$742K
AWAP
2023
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$742K
SSW
2024
Stone Summit Wealth
Florida
$740K
PBF
2025
Petix & Botte Financial
California
$739K