BAC icon

Bank of America

3,323 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 217 funds opening new positions, 1,380 increasing their positions, 1,295 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.38B | Put options by funds: $8.38B

Holders
3,323
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
$5.38B
Puts
$8.38B
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
ML
2126
McAdam LLC
Pennsylvania
$653K
DA
2127
Doliver Advisors
Texas
$652K
RWP
2128
Ridgecrest Wealth Partners
California
$651K
RA
2129
Rise Advisors
New York
$650K
KFSC
2130
Keystone Financial Services (Colorado)
Colorado
$649K
PCM
2131
Permanent Capital Management
Illinois
$649K
AWM
2132
Aberdeen Wealth Management
Illinois
$648K
MSR
2133
Main Street Research
Connecticut
$647K
TTWM
2134
TCV Trust & Wealth Management
Virginia
$647K
BWG
2135
Beta Wealth Group
California
$646K
PSF
2136
Pacific Sun Financial
California
$646K
AWA
2137
A4 Wealth Advisors
North Carolina
$645K
KWM
2138
Keebeck Wealth Management
Illinois
$644K
WRPWM
2139
Werba Rubin Papier Wealth Management
California
$644K
CCIA
2140
Campbell & Co Investment Adviser
Maryland
$643K
RA
2141
Riversedge Advisors
Delaware
$642K
TCOTS
2142
Trust Company of the South
North Carolina
$642K
SPWM
2143
Spartan Planning & Wealth Management
North Carolina
$639K
LWA
2144
Lantern Wealth Advisors
New York
$639K
RFP
2145
Root Financial Partners
California
$637K
HI
2146
Hudock Inc
Pennsylvania
$636K
SWP
2147
Semus Wealth Partners
Florida
$636K
AWG
2148
Altus Wealth Group
Colorado
$636K
MEG
2149
Millstone Evans Group
Colorado
$635K
IWA
2150
Integrity Wealth Advisors
California
$634K