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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
BWG
2151
Beta Wealth Group
California
$646K +$117K +2,408 +24%
PSF
2152
Pacific Sun Financial
California
$646K +$683 +14 +0.1%
AWA
2153
A4 Wealth Advisors
North Carolina
$645K +$610K +12,509 New
KWM
2154
Keebeck Wealth Management
Illinois
$644K +$26K +532 +4%
WRPWM
2155
Werba Rubin Papier Wealth Management
California
$644K +$148K +3,036 +32%
CCIA
2156
Campbell & Co Investment Adviser
Maryland
$643K +$608K +12,458 New
RA
2157
Riversedge Advisors
Delaware
$642K +$90K +1,845 +17%
TCOTS
2158
Trust Company of the South
North Carolina
$642K +$30.7K +629 +5%
SPWM
2159
Spartan Planning & Wealth Management
North Carolina
$639K -$113K -2,308 -16%
LWA
2160
Lantern Wealth Advisors
New York
$639K -$128K -2,620 -17%
RFP
2161
Root Financial Partners
California
$637K +$32.1K +658 +6%
HI
2162
Hudock Inc
Pennsylvania
$636K -$64K -1,311 -10%
SWP
2163
Semus Wealth Partners
Florida
$636K +$10.2K +210 +2%
AWG
2164
Altus Wealth Group
Colorado
$636K -$634 -13 -0.1%
MEG
2165
Millstone Evans Group
Colorado
$635K -$5.61K -115 -0.9%
IWA
2166
Integrity Wealth Advisors
California
$634K +$191K +3,923 +44%
GFA
2167
Gallagher Fiduciary Advisors
Illinois
$633K +$13.6K +279 +2%
Q
2168
QVR
California
$632K +$598K +12,255 New
LFP
2169
Lakeshore Financial Planning
Michigan
$629K -$44.4K -911 -7%
MEAC
2170
M.E. Allison & Co
Texas
$629K +$98 +2 +0%
SAM
2171
Sawgrass Asset Management
Florida
$626K +$20.7K +424 +4%
CPW
2172
Cove Private Wealth
New York
$626K
LPP
2173
Life Planning Partners
Florida
$625K +$146 +3 +0%
FLP
2174
Financial Life Planners
Arizona
$623K +$2.93K +60 +0.5%
FGWP
2175
Founders Grove Wealth Partners
Virginia
$623K +$54.9K +1,125 +10%

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.