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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
CVM
2026
Cheviot Value Management
California
$745K
UCB
2027
United Community Bank
South Carolina
$745K
MCA
2028
Magnolia Capital Advisors
Mississippi
$744K
ALC
2029
Alexander Labrunerie & Co
Missouri
$743K
FHC
2030
First Heartland Consultants
Missouri
$742K
ABLA
2031
Alan B. Lancz & Associates
Ohio
$742K
AWAP
2032
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$742K
SSW
2033
Stone Summit Wealth
Florida
$740K
PBF
2034
Petix & Botte Financial
California
$739K
IWA
2035
Inspirion Wealth Advisors
Illinois
$738K
RPGK
2036
Retirement Planning Group (Kansas)
Kansas
$738K
NFA
2037
Northern Financial Advisors
Michigan
$738K
FFG
2038
Fiduciary Financial Group
California
$737K
WF
2039
WoodTrust Financial
Wisconsin
$737K
TFA
2040
Toth Financial Advisory
Virginia
$736K
SEIA
2041
Signature Estate & Investment Advisors
California
$735K
CIM
2042
Cambria Investment Management
California
$734K
CSB
2043
City State Bank
Iowa
$733K
OWA
2044
Opal Wealth Advisors
New York
$731K
WPW
2045
Waldron Private Wealth
Pennsylvania
$729K
S
2046
Sunpointe
Missouri
$728K
PCG
2047
PFC Capital Group
California
$726K
WDG
2048
Wealth Dimensions Group
Ohio
$725K
WBWA
2049
William B. Walkup & Associates
South Carolina
$723K
JC
2050
JB Capital
Connecticut
$722K