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Bank of America

3,325 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, 1,381 increasing their positions, 1,296 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:

0.75% more ownership

Funds ownership: 72.91%73.66% (+0.75%)

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
3,325
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
EPM
2426
Elm Partners Management
Pennsylvania
$461K
TA
2427
TrueWealth Advisors
Alabama
$461K
HDA
2428
Harold Davidson & Associates
California
$461K
NMG
2429
New Millennium Group
Utah
$460K
JHCP
2430
Jackson Hole Capital Partners
Oklahoma
$460K
TSS
2431
Two Sigma Securities
New York
$459K
LCOV
2432
London Company of Virginia
Virginia
$459K
SIA
2433
SGL Investment Advisors
Montana
$459K
ALA
2434
Atlas Legacy Advisors
California
$459K
MHR
2435
Matthew Hamilton Rosenberg
$458K
CL
2436
CLG LLC
California
$457K
UFF
2437
USA Financial Formulas
Michigan
$457K
AFT
2438
Alpha Family Trust
California
$457K
WKWM
2439
Walter & Keenan Wealth Management
Indiana
$457K
SPWG
2440
Sage Private Wealth Group
Illinois
$455K
BWP
2441
Balboa Wealth Partners
Arizona
$454K
HR
2442
Hardy Reed
Mississippi
$453K
FSA
2443
Franklin Street Advisors
North Carolina
$453K
AWP
2444
Axis Wealth Partners
Rhode Island
$453K
AFP
2445
Alpha Financial Partners
Kentucky
$453K
SMH
2446
Sanders Morris Harris
Texas
$453K
BBPWM
2447
Blue Bell Private Wealth Management
Pennsylvania
$452K
PA
2448
Promethium Advisors
Maryland
$451K
WWC
2449
Waypoint Wealth Counsel
Georgia
$451K
TA
2450
Townsend & Associates
Colorado
$450K