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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
TCOTS
2151
Trust Company of the South
North Carolina
$642K
SPWM
2152
Spartan Planning & Wealth Management
North Carolina
$639K
LWA
2153
Lantern Wealth Advisors
New York
$639K
RFP
2154
Root Financial Partners
California
$637K
HI
2155
Hudock Inc
Pennsylvania
$636K
SWP
2156
Semus Wealth Partners
Florida
$636K
AWG
2157
Altus Wealth Group
Colorado
$636K
MEG
2158
Millstone Evans Group
Colorado
$635K
IWA
2159
Integrity Wealth Advisors
California
$634K
GFA
2160
Gallagher Fiduciary Advisors
Illinois
$633K
Q
2161
QVR
California
$632K
LFP
2162
Lakeshore Financial Planning
Michigan
$629K
MEAC
2163
M.E. Allison & Co
Texas
$629K
SAM
2164
Sawgrass Asset Management
Florida
$626K
CPW
2165
Cove Private Wealth
New York
$626K
LPP
2166
Life Planning Partners
Florida
$625K
FLP
2167
Financial Life Planners
Arizona
$623K
FGWP
2168
Founders Grove Wealth Partners
Virginia
$623K
RPWA
2169
Regent Peak Wealth Advisors
Georgia
$622K
OIA
2170
Optimum Investment Advisors
Illinois
$621K
TWM
2171
Thrive Wealth Management
Pennsylvania
$620K
MBFW
2172
Morton Brown Family Wealth
Pennsylvania
$619K
AT
2173
Arlington Trust
Alabama
$619K
GSIAS
2174
Garden State Investment Advisory Services
New Jersey
$619K
LAIC
2175
Lederer & Associates Investment Counsel
California
$619K