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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
CPWA
2076
Cerro Pacific Wealth Advisors
California
$707K -$200K -4,095 -23%
MP
2077
McDonald Partners
Ohio
$707K -$1.75M -35,795 -72%
SMC
2078
Smith, Moore & Co
Missouri
$706K +$17.3K +355 +3%
AFA
2079
AA Financial Advisors
Ohio
$705K +$276K +5,653 +70%
CIC
2080
Crawford Investment Counsel
Georgia
$705K +$30.6K +627 +5%
IVP
2081
Intrinsic Value Partners
Arizona
$704K -$2.93K -60 -0.4%
CWA
2082
Canvas Wealth Advisors
Kansas
$702K +$6.05K +124 +0.9%
WIM
2083
WealthPlan Investment Management
Nebraska
$702K +$12.1K +247 +2%
VFP
2084
Verus Financial Partners
Virginia
$701K +$146K +2,996 +28%
IRC
2085
Investors Research Corp
Georgia
$701K -$228K -4,669 -26%
CIA
2086
Cladis Investment Advisory
Montana
$700K +$49 +1 +0%
FMN
2087
Financial Management Network
California
$700K -$31.7K -649 -4%
CAM
2088
Clark Asset Management
New Hampshire
$700K +$15.4K +315 +2%
AMBIA
2089
Allen Mooney & Barnes Investment Advisors
Georgia
$700K -$139K -2,853 -17%
GC
2090
Garde Capital
Washington
$698K +$58.4K +1,198 +10%
AP
2091
Atwood & Palmer
Missouri
$698K -$47.9K -982 -7%
PWM
2092
Parkshore Wealth Management
California
$697K +$244 +5 +0%
OWA
2093
Outlook Wealth Advisors
Texas
$697K -$7.76K -159 -1%
BFA
2094
Buttonwood Financial Advisors
Maryland
$695K -$12.6K -259 -2%
TIA
2095
Traphagen Investment Advisors
New Jersey
$690K +$83.7K +1,716 +15%
AI
2096
Atom Investors
Texas
$690K -$195K -3,997 -23%
TWP
2097
Tyche Wealth Partners
Texas
$690K -$7.17K -147 -1%
MFG
2098
Menard Financial Group
Texas
$689K -$499K -10,219 -43%
BM
2099
Berman McAleer
Maryland
$689K +$651K +13,354 New
VCP
2100
Vista Capital Partners
Oregon
$688K +$221K +4,521 +51%

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.