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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
TCM
2326
Tradewinds Capital Management
Washington
$530K +$23.9K +490 +5%
CFG
2327
Carr Financial Group
Massachusetts
$527K -$8.05K -165 -2%
ISFAN
2328
Investor's Fiduciary Advisor Network
Washington
$527K
AFA
2329
Allium Financial Advisors
Oregon
$526K -$18K -368 -3%
CPC
2330
Consolidated Planning Corp
Georgia
$526K +$138K +2,820 +38%
CM
2331
Cornerstone Management
Georgia
$526K -$4.88K -100 -1%
WMA
2332
West Michigan Advisors
Michigan
$526K -$180K -3,690 -27%
GPA
2333
Guidance Point Advisors
Massachusetts
$524K -$118K -2,427 -19%
FAM
2334
Flaharty Asset Management
Florida
$524K -$38.4K -787 -7%
WAG
2335
Wallace Advisory Group
California
$523K -$106K -2,177 -16%
PEAK6
2336
PEAK6
Illinois
$522K +$494K +10,125 New
AWAU
2337
Alliance Wealth Advisors (Utah)
Utah
$522K +$21.4K +439 +5%
VFG
2338
Victory Financial Group
Texas
$521K -$59.7K -1,224 -11%
DWP
2339
Destiny Wealth Partners
Florida
$520K +$44.7K +916 +10%
OAM
2340
Occidental Asset Management
California
$520K -$45.3K -929 -8%
FFA
2341
Fi3 Financial Advisors
Indiana
$519K +$5.03K +103 +1%
JCM
2342
Jag Capital Management
Missouri
$517K +$49.4K +1,013 +11%
FCA
2343
Fortis Capital Advisors
Kansas
$516K +$80.9K +1,658 +20%
GCS
2344
Gordian Capital (Singapore)
Singapore
$516K +$488K +10,000 New
RWI
2345
Red Wave Investments
Pennsylvania
$515K
CWA
2346
Consilium Wealth Advisory
Texas
$513K +$146 +3 +0%
TWM
2347
Triton Wealth Management
Arizona
$511K +$732 +15 +0.2%
DIP
2348
DT Investment Partners
Pennsylvania
$511K
BFIM
2349
Beese Fulmer Investment Management
Ohio
$511K -$6.54K -134 -1%
GG
2350
Greenwood Gearhart
Arkansas
$511K -$4.44K -91 -0.9%

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.