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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
IWA
2026
Inspirion Wealth Advisors
Illinois
$738K
RPGK
2027
Retirement Planning Group (Kansas)
Kansas
$738K
NFA
2028
Northern Financial Advisors
Michigan
$738K
FFG
2029
Fiduciary Financial Group
California
$737K
WF
2030
WoodTrust Financial
Wisconsin
$737K
TFA
2031
Toth Financial Advisory
Virginia
$736K
SEIA
2032
Signature Estate & Investment Advisors
California
$735K
CIM
2033
Cambria Investment Management
California
$734K
CSB
2034
City State Bank
Iowa
$733K
OWA
2035
Opal Wealth Advisors
New York
$731K
WPW
2036
Waldron Private Wealth
Pennsylvania
$729K
S
2037
Sunpointe
Missouri
$728K
PCG
2038
PFC Capital Group
California
$726K
WDG
2039
Wealth Dimensions Group
Ohio
$725K
WBWA
2040
William B. Walkup & Associates
South Carolina
$723K
JC
2041
JB Capital
Connecticut
$722K
DWM
2042
Defined Wealth Management
Oregon
$722K
KIM
2043
Kestra Investment Management
Texas
$721K
SSC
2044
Syverson Strege & Co
Iowa
$721K
RWPA
2045
Richard W. Paul & Associates
Michigan
$721K
FWCM
2046
Ferguson Wellman Capital Management
Oregon
$720K
IF
2047
Integrity Financial
Wyoming
$720K
PAM
2048
PCG Asset Management
New Jersey
$719K
OP
2049
ORG Partners
Indiana
$718K
DWM
2050
Destination Wealth Management
California
$716K