We are live on ! Find out more
BAC icon

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
OWA
2051
Opal Wealth Advisors
New York
$731K -$86.5K -1,774 -11%
WPW
2052
Waldron Private Wealth
Pennsylvania
$729K +$25.7K +527 +4%
S
2053
Sunpointe
Missouri
$728K -$19.5K -400 -3%
PCG
2054
PFC Capital Group
California
$726K +$11.7K +240 +2%
WDG
2055
Wealth Dimensions Group
Ohio
$725K -$6.93K -142 -1%
WBWA
2056
William B. Walkup & Associates
South Carolina
$723K +$9.37K +192 +1%
JC
2057
JB Capital
Connecticut
$722K +$120K +2,465 +21%
DWM
2058
Defined Wealth Management
Oregon
$722K +$5.42K +111 +0.8%
KIM
2059
Kestra Investment Management
Texas
$721K -$584K -11,979 -46%
SSC
2060
Syverson Strege & Co
Iowa
$721K -$84.8K -1,738 -11%
RWPA
2061
Richard W. Paul & Associates
Michigan
$721K +$4.73K +97 +0.7%
FWCM
2062
Ferguson Wellman Capital Management
Oregon
$720K +$1.02K +21 +0.2%
IF
2063
Integrity Financial
Wyoming
$720K -$5.03K -103 -0.7%
PAM
2064
PCG Asset Management
New Jersey
$719K -$23.4K -480 -3%
OP
2065
ORG Partners
Indiana
$718K +$36K +738 +6%
DWM
2066
Destination Wealth Management
California
$716K -$86.3K -1,770 -11%
BFC
2067
Bedel Financial Consulting
Indiana
$716K +$13.3K +272 +2%
SWP
2068
Strategic Wealth Partners
Ohio
$715K +$16.6K +341 +3%
KFP
2069
KMG Fiduciary Partners
Ohio
$715K +$98 +2 +0%
SW
2070
SlateStone Wealth
Florida
$715K -$23.4K -479 -3%
BSTWA
2071
Blake Schutter Theil Wealth Advisors
Ohio
$715K
GP
2072
Guardian Partners
Canada
$712K -$29.3K -600 -4%
CNBTD
2073
Citizens National Bank Trust Department
Mississippi
$710K +$44.8K +919 +7%
FA
2074
Fountainhead AM
New Jersey
$709K -$24.2K -497 -3%
BRG
2075
Bay Rivers Group
Virginia
$709K +$976 +20 +0.1%

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.