BAC icon

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
SAM
2126
S.A. Mason
Michigan
$659K
CPRC
2127
Consolidated Portfolio Review Corp
New York
$659K
WIP
2128
WealthCare Investment Partners
Rhode Island
$659K
NWA
2129
Navis Wealth Advisors
New York
$658K
TC
2130
Trilogy Capital
California
$658K
TWP
2131
Triad Wealth Partners
Kansas
$658K
BIG
2132
Brookwood Investment Group
Arizona
$658K
CH
2133
Cromwell Holdings
Wyoming
$657K
SAW
2134
Signal Advisors Wealth
Michigan
$655K
ML
2135
McAdam LLC
Pennsylvania
$653K
DA
2136
Doliver Advisors
Texas
$652K
RWP
2137
Ridgecrest Wealth Partners
California
$651K
RA
2138
Rise Advisors
New York
$650K
KFSC
2139
Keystone Financial Services (Colorado)
Colorado
$649K
PCM
2140
Permanent Capital Management
Illinois
$649K
AWM
2141
Aberdeen Wealth Management
Illinois
$648K
MSR
2142
Main Street Research
Connecticut
$647K
TTWM
2143
TCV Trust & Wealth Management
Virginia
$647K
BWG
2144
Beta Wealth Group
California
$646K
PSF
2145
Pacific Sun Financial
California
$646K
AWA
2146
A4 Wealth Advisors
North Carolina
$645K
KWM
2147
Keebeck Wealth Management
Illinois
$644K
WRPWM
2148
Werba Rubin Papier Wealth Management
California
$644K
CCIA
2149
Campbell & Co Investment Adviser
Maryland
$643K
RA
2150
Riversedge Advisors
Delaware
$642K