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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
GFA
2151
Gallagher Fiduciary Advisors
Illinois
$633K
Q
2152
QVR
California
$632K
LFP
2153
Lakeshore Financial Planning
Michigan
$629K
MEAC
2154
M.E. Allison & Co
Texas
$629K
SAM
2155
Sawgrass Asset Management
Florida
$626K
CPW
2156
Cove Private Wealth
New York
$626K
LPP
2157
Life Planning Partners
Florida
$625K
FLP
2158
Financial Life Planners
Arizona
$623K
FGWP
2159
Founders Grove Wealth Partners
Virginia
$623K
RPWA
2160
Regent Peak Wealth Advisors
Georgia
$622K
OIA
2161
Optimum Investment Advisors
Illinois
$621K
TWM
2162
Thrive Wealth Management
Pennsylvania
$620K
MBFW
2163
Morton Brown Family Wealth
Pennsylvania
$619K
AT
2164
Arlington Trust
Alabama
$619K
GSIAS
2165
Garden State Investment Advisory Services
New Jersey
$619K
LAIC
2166
Lederer & Associates Investment Counsel
California
$619K
SB
2167
Sunflower Bank
Texas
$618K
HIC
2168
Harvey Investment Company
Kentucky
$618K
OFG
2169
Oxford Financial Group
Indiana
$618K
SIC
2170
Sigma Investment Counselors
Michigan
$617K
KCPT
2171
Kingstone Capital Partners Texas
Texas
$616K
SPWM
2172
Schrum Private Wealth Management
Florida
$616K
FSCM
2173
Front Street Capital Management
Montana
$615K
MAWCM
2174
Mine & Arao Wealth Creation & Management
California
$615K
RDWM
2175
Red Door Wealth Management
Tennessee
$614K