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Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
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
$5.36B
Puts
$8.35B
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
AWP
2426
Axis Wealth Partners
Rhode Island
$453K
AFP
2427
Alpha Financial Partners
Kentucky
$453K
SMH
2428
Sanders Morris Harris
Texas
$453K
BBPWM
2429
Blue Bell Private Wealth Management
Pennsylvania
$452K
PA
2430
Promethium Advisors
Maryland
$451K
WWC
2431
Waypoint Wealth Counsel
Georgia
$451K
TA
2432
Townsend & Associates
Colorado
$450K
HCM
2433
Hengehold Capital Management
Ohio
$449K
RDFA
2434
Ritter Daniher Financial Advisory
Ohio
$449K
SC
2435
Sawyer & Company
Massachusetts
$449K
OFO
2436
OneAscent Family Office
Alabama
$449K
SWM
2437
Sendero Wealth Management
Texas
$449K
EWS
2438
Evergreen Wealth Solutions
Pennsylvania
$449K
NEPPG
2439
New England Professional Planning Group
Rhode Island
$449K
FWM
2440
FMB Wealth Management
California
$449K
FTA
2441
Financial & Tax Architects
Missouri
$448K
BAS
2442
Breakthru Advisory Services
Wisconsin
$448K
NRI
2443
NFP Retirement Inc
California
$448K
LGA
2444
Lebenthal Global Advisors
New York
$447K
CA
2445
Crumly & Associates
Illinois
$447K
SAM
2446
Strive Asset Management
Ohio
$447K
MFGP
2447
Marshall Financial Group (Pennsylvania)
Pennsylvania
$447K
TT
2448
TI-Trust
Illinois
$446K
JTWM
2449
Jackson Thornton Wealth Management
Alabama
$445K
LWM
2450
LeConte Wealth Management
Tennessee
$445K