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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
NHT
2026
New Hampshire Trust
New Hampshire
$757K
PA
2027
Procyon Advisors
Connecticut
$755K -$54.5K -1,117 -7%
AWP
2028
Ascent Wealth Partners
New York
$755K
BFG
2029
Berger Financial Group
Minnesota
$750K +$16K +327 +2%
JFGIW
2030
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$748K +$63.7K +1,305 +10%
MSA
2031
Marino Stram & Associates
Massachusetts
$748K +$29.4K +603 +4%
TCMP
2032
Thrive Capital Management (Pennsylvania)
Pennsylvania
$745K +$63.5K +1,302 +10%
CVM
2033
Cheviot Value Management
California
$745K -$2.44K -50 -0.4%
UCB
2034
United Community Bank
South Carolina
$745K -$54.9K -1,125 -7%
MCA
2035
Magnolia Capital Advisors
Mississippi
$744K +$341 +7 +0%
ALC
2036
Alexander Labrunerie & Co
Missouri
$743K -$10.3K -212 -1%
FHC
2037
First Heartland Consultants
Missouri
$742K +$3.02K +62 +0.4%
ABLA
2038
Alan B. Lancz & Associates
Ohio
$742K -$9.76K -200 -1%
AWAP
2039
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$742K +$3.37K +69 +0.5%
SSW
2040
Stone Summit Wealth
Florida
$740K +$217K +4,450 +45%
PBF
2041
Petix & Botte Financial
California
$739K
IWA
2042
Inspirion Wealth Advisors
Illinois
$738K +$472K +9,673 +108%
RPGK
2043
Retirement Planning Group (Kansas)
Kansas
$738K +$167K +3,417 +31%
NFA
2044
Northern Financial Advisors
Michigan
$738K +$12.6K +258 +2%
FFG
2045
Fiduciary Financial Group
California
$737K +$19K +390 +3%
WF
2046
WoodTrust Financial
Wisconsin
$737K -$5.54M -113,510 -89%
TFA
2047
Toth Financial Advisory
Virginia
$736K +$167K +3,428 +32%
SEIA
2048
Signature Estate & Investment Advisors
California
$735K +$86.1K +1,764 +14%
CIM
2049
Cambria Investment Management
California
$734K +$694K +14,230 New
CSB
2050
City State Bank
Iowa
$733K -$24.4K -500 -3%

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.