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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
BOSSRA
2201
B.O.S.S. Retirement Advisors
Utah
$608K +$274K +5,618 +91%
FWA
2202
Flagship Wealth Advisors
Massachusetts
$608K +$110K +2,264 +24%
WIM
2203
Warwick Investment Management
Texas
$607K +$56.6K +1,160 +11%
FNBOO
2204
First National Bank of Omaha
Nebraska
$606K +$39.5K +810 +7%
IA
2205
IFG Advisors
Missouri
$604K -$5.17K -106 -0.9%
FOA
2206
Five Oceans Advisors
California
$603K -$31K -636 -5%
OHWP
2207
Oak Harbor Wealth Partners
North Carolina
$603K
TWM
2208
Tradition Wealth Management
Minnesota
$603K -$26.8K -549 -4%
FMTC
2209
Farmers & Merchants Trust Company
California
$601K -$84K -1,722 -13%
GAM
2210
Gemmer Asset Management
California
$601K -$161K -3,302 -22%
CG
2211
Curat Global
New Hampshire
$599K
LWP
2212
LMG Wealth Partners
Louisiana
$599K +$1.51K +31 +0.3%
AFG
2213
ABLE Financial Group
Arizona
$599K -$40.8K -836 -7%
MG
2214
McHugh Group
Ohio
$598K
BWM
2215
Baron Wealth Management
Michigan
$597K +$4K +82 +0.7%
KFA
2216
Kapstone Financial Advisors
Ohio
$596K
HBW
2217
Hazlett, Burt & Watson
West Virginia
$594K -$10.9K -223 -2%
CFG
2218
Copley Financial Group
California
$593K -$34.4K -705 -6%
PSP
2219
Pacific Sage Partners
Washington
$592K -$488 -10 -0.1%
V
2220
VeraBank
Texas
$592K +$14.6K +300 +3%
KOC
2221
Koss-Olinger Consulting
Florida
$591K -$76.8K -1,574 -11%
FVWA
2222
Foster Victor Wealth Advisors
South Carolina
$591K +$8.59K +176 +2%
MHC
2223
May Hill Capital
Massachusetts
$590K +$153K +3,146 +38%
IIM
2224
InTrack Investment Management
Vermont
$590K -$208K -4,259 -27%
MCM
2225
Morton Capital Management
California
$590K -$3.85K -79 -0.7%

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.