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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
PCG
2026
PFC Capital Group
California
$726K
WDG
2027
Wealth Dimensions Group
Ohio
$725K
WBWA
2028
William B. Walkup & Associates
South Carolina
$723K
JC
2029
JB Capital
Connecticut
$722K
DWM
2030
Defined Wealth Management
Oregon
$722K
KIM
2031
Kestra Investment Management
Texas
$721K
RWPA
2032
Richard W. Paul & Associates
Michigan
$721K
FWCM
2033
Ferguson Wellman Capital Management
Oregon
$720K
IF
2034
Integrity Financial
Wyoming
$720K
OP
2035
ORG Partners
Indiana
$718K
DWM
2036
Destination Wealth Management
California
$716K
BFC
2037
Bedel Financial Consulting
Indiana
$716K
SWP
2038
Strategic Wealth Partners
Ohio
$715K
KFP
2039
KMG Fiduciary Partners
Ohio
$715K
SW
2040
SlateStone Wealth
Florida
$715K
BSTWA
2041
Blake Schutter Theil Wealth Advisors
Ohio
$715K
GP
2042
Guardian Partners
Canada
$712K
CNBTD
2043
Citizens National Bank Trust Department
Mississippi
$710K
FA
2044
Fountainhead AM
New Jersey
$709K
BRG
2045
Bay Rivers Group
Virginia
$709K
CPWA
2046
Cerro Pacific Wealth Advisors
California
$707K
MP
2047
McDonald Partners
Ohio
$707K
SMC
2048
Smith, Moore & Co
Missouri
$706K
AFA
2049
AA Financial Advisors
Ohio
$705K
CIC
2050
Crawford Investment Counsel
Georgia
$705K