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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
RPWA
2176
Regent Peak Wealth Advisors
Georgia
$622K +$588K +12,060 New
OIA
2177
Optimum Investment Advisors
Illinois
$621K +$293 +6 +0%
TWM
2178
Thrive Wealth Management
Pennsylvania
$620K -$4.63K -95 -0.8%
MBFW
2179
Morton Brown Family Wealth
Pennsylvania
$619K -$23.3K -478 -4%
AT
2180
Arlington Trust
Alabama
$619K
GSIAS
2181
Garden State Investment Advisory Services
New Jersey
$619K -$33K -676 -5%
LAIC
2182
Lederer & Associates Investment Counsel
California
$619K -$390K -8,000 -40%
SB
2183
Sunflower Bank
Texas
$618K
HIC
2184
Harvey Investment Company
Kentucky
$618K
OFG
2185
Oxford Financial Group
Indiana
$618K +$245K +5,012 +72%
SIC
2186
Sigma Investment Counselors
Michigan
$617K -$8.29K -170 -1%
KCPT
2187
Kingstone Capital Partners Texas
Texas
$616K +$47.8K +979 +9%
SPWM
2188
Schrum Private Wealth Management
Florida
$616K +$585 +12 +0.1%
FSCM
2189
Front Street Capital Management
Montana
$615K -$73.2K -1,500 -11%
MAWCM
2190
Mine & Arao Wealth Creation & Management
California
$615K +$1.07K +22 +0.2%
RDWM
2191
Red Door Wealth Management
Tennessee
$614K -$8.56M -175,401 -94%
SLC
2192
Second Line Capital
Louisiana
$614K +$85.9K +1,761 +17%
CWM
2193
Centurion Wealth Management
Virginia
$612K +$97.6K +2,001 +20%
ESB
2194
Essex Savings Bank
Connecticut
$612K -$32.7K -671 -5%
BTC
2195
Bank & Trust Company
Illinois
$611K
KLWA
2196
Kelly Lawrence W & Associates
California
$611K
RLH
2197
RD Lewis Holdings
Florida
$611K -$3.9K -80 -0.7%
TFG
2198
Tilson Financial Group
New Jersey
$610K +$19.6K +401 +4%
OBWG
2199
Onyx Bridge Wealth Group
New York
$610K +$77K +1,578 +15%
CIM
2200
CIM Investment Management
Pennsylvania
$609K -$589K -12,079 -51%

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.