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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
HCM
2451
Hengehold Capital Management
Ohio
$449K
RDFA
2452
Ritter Daniher Financial Advisory
Ohio
$449K
SC
2453
Sawyer & Company
Massachusetts
$449K
OFO
2454
OneAscent Family Office
Alabama
$449K
SWM
2455
Sendero Wealth Management
Texas
$449K
EWS
2456
Evergreen Wealth Solutions
Pennsylvania
$449K
NEPPG
2457
New England Professional Planning Group
Rhode Island
$449K
FWM
2458
FMB Wealth Management
California
$449K
FTA
2459
Financial & Tax Architects
Missouri
$448K
BAS
2460
Breakthru Advisory Services
Wisconsin
$448K
NRI
2461
NFP Retirement Inc
California
$448K
LGA
2462
Lebenthal Global Advisors
New York
$447K
CA
2463
Crumly & Associates
Illinois
$447K
SAM
2464
Strive Asset Management
Ohio
$447K
MFGP
2465
Marshall Financial Group (Pennsylvania)
Pennsylvania
$447K
TT
2466
TI-Trust
Illinois
$446K
JTWM
2467
Jackson Thornton Wealth Management
Alabama
$445K
LWM
2468
LeConte Wealth Management
Tennessee
$445K
RBC
2469
Romano Brothers & Co
Illinois
$444K
EL
2470
EWA LLC
Pennsylvania
$442K
SWM
2471
Segment Wealth Management
Texas
$442K
PA
2472
Perennial Advisors
New York
$442K
BI
2473
Ballast Inc
Kentucky
$442K
DI
2474
DDFG Inc
California
$441K
RCM
2475
Raleigh Capital Management
North Carolina
$440K