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Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
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
$5.36B
Puts
$8.35B
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
SAM
2101
S.A. Mason
Michigan
$659K
CPRC
2102
Consolidated Portfolio Review Corp
New York
$659K
WIP
2103
WealthCare Investment Partners
Rhode Island
$659K
NWA
2104
Navis Wealth Advisors
New York
$658K
TC
2105
Trilogy Capital
California
$658K
TWP
2106
Triad Wealth Partners
Kansas
$658K
BIG
2107
Brookwood Investment Group
Arizona
$658K
CH
2108
Cromwell Holdings
Wyoming
$657K
SAW
2109
Signal Advisors Wealth
Michigan
$655K
ML
2110
McAdam LLC
Pennsylvania
$653K
DA
2111
Doliver Advisors
Texas
$652K
RWP
2112
Ridgecrest Wealth Partners
California
$651K
RA
2113
Rise Advisors
New York
$650K
KFSC
2114
Keystone Financial Services (Colorado)
Colorado
$649K
PCM
2115
Permanent Capital Management
Illinois
$649K
AWM
2116
Aberdeen Wealth Management
Illinois
$648K
MSR
2117
Main Street Research
Connecticut
$647K
TTWM
2118
TCV Trust & Wealth Management
Virginia
$647K
BWG
2119
Beta Wealth Group
California
$646K
PSF
2120
Pacific Sun Financial
California
$646K
AWA
2121
A4 Wealth Advisors
North Carolina
$645K
KWM
2122
Keebeck Wealth Management
Illinois
$644K
WRPWM
2123
Werba Rubin Papier Wealth Management
California
$644K
CCIA
2124
Campbell & Co Investment Adviser
Maryland
$643K
RA
2125
Riversedge Advisors
Delaware
$642K