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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
DWM
2051
Defined Wealth Management
Oregon
$722K
KIM
2052
Kestra Investment Management
Texas
$721K
SSC
2053
Syverson Strege & Co
Iowa
$721K
RWPA
2054
Richard W. Paul & Associates
Michigan
$721K
FWCM
2055
Ferguson Wellman Capital Management
Oregon
$720K
IF
2056
Integrity Financial
Wyoming
$720K
PAM
2057
PCG Asset Management
New Jersey
$719K
OP
2058
ORG Partners
Indiana
$718K
DWM
2059
Destination Wealth Management
California
$716K
BFC
2060
Bedel Financial Consulting
Indiana
$716K
SWP
2061
Strategic Wealth Partners
Ohio
$715K
KFP
2062
KMG Fiduciary Partners
Ohio
$715K
SW
2063
SlateStone Wealth
Florida
$715K
BSTWA
2064
Blake Schutter Theil Wealth Advisors
Ohio
$715K
GP
2065
Guardian Partners
Canada
$712K
CNBTD
2066
Citizens National Bank Trust Department
Mississippi
$710K
FA
2067
Fountainhead AM
New Jersey
$709K
BRG
2068
Bay Rivers Group
Virginia
$709K
CPWA
2069
Cerro Pacific Wealth Advisors
California
$707K
MP
2070
McDonald Partners
Ohio
$707K
SMC
2071
Smith, Moore & Co
Missouri
$706K
AFA
2072
AA Financial Advisors
Ohio
$705K
CIC
2073
Crawford Investment Counsel
Georgia
$705K
IVP
2074
Intrinsic Value Partners
Arizona
$704K
CWA
2075
Canvas Wealth Advisors
Kansas
$702K