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Bank of America

3,325 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, 1,381 increasing their positions, 1,296 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:

0.75% more ownership

Funds ownership: 72.91%73.66% (+0.75%)

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
3,325
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
IWA
2151
Integrity Wealth Advisors
California
$634K
GFA
2152
Gallagher Fiduciary Advisors
Illinois
$633K
Q
2153
QVR
California
$632K
LFP
2154
Lakeshore Financial Planning
Michigan
$629K
MEAC
2155
M.E. Allison & Co
Texas
$629K
SAM
2156
Sawgrass Asset Management
Florida
$626K
CPW
2157
Cove Private Wealth
New York
$626K
LPP
2158
Life Planning Partners
Florida
$625K
FLP
2159
Financial Life Planners
Arizona
$623K
FGWP
2160
Founders Grove Wealth Partners
Virginia
$623K
RPWA
2161
Regent Peak Wealth Advisors
Georgia
$622K
OIA
2162
Optimum Investment Advisors
Illinois
$621K
TWM
2163
Thrive Wealth Management
Pennsylvania
$620K
MBFW
2164
Morton Brown Family Wealth
Pennsylvania
$619K
AT
2165
Arlington Trust
Alabama
$619K
GSIAS
2166
Garden State Investment Advisory Services
New Jersey
$619K
LAIC
2167
Lederer & Associates Investment Counsel
California
$619K
SB
2168
Sunflower Bank
Texas
$618K
HIC
2169
Harvey Investment Company
Kentucky
$618K
OFG
2170
Oxford Financial Group
Indiana
$618K
SIC
2171
Sigma Investment Counselors
Michigan
$617K
KCPT
2172
Kingstone Capital Partners Texas
Texas
$616K
SPWM
2173
Schrum Private Wealth Management
Florida
$616K
FSCM
2174
Front Street Capital Management
Montana
$615K
MAWCM
2175
Mine & Arao Wealth Creation & Management
California
$615K