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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
UFF
2451
USA Financial Formulas
Michigan
$457K +$418K +8,569 +2,925%
AFT
2452
Alpha Family Trust
California
$457K
WKWM
2453
Walter & Keenan Wealth Management
Indiana
$457K +$4.68K +96 +1%
SPWG
2454
Sage Private Wealth Group
Illinois
$455K +$430K +8,820 New
BWP
2455
Balboa Wealth Partners
Arizona
$454K +$32.5K +667 +8%
HR
2456
Hardy Reed
Mississippi
$453K +$52.4K +1,075 +14%
FSA
2457
Franklin Street Advisors
North Carolina
$453K -$7.22K -148 -2%
AWP
2458
Axis Wealth Partners
Rhode Island
$453K -$23.6K -484 -5%
AFP
2459
Alpha Financial Partners
Kentucky
$453K +$2.83K +58 +0.7%
SMH
2460
Sanders Morris Harris
Texas
$453K +$36.6K +750 +9%
BBPWM
2461
Blue Bell Private Wealth Management
Pennsylvania
$452K +$178K +3,643 +71%
PA
2462
Promethium Advisors
Maryland
$451K
WWC
2463
Waypoint Wealth Counsel
Georgia
$451K +$53.9K +1,104 +14%
TA
2464
Townsend & Associates
Colorado
$450K
HCM
2465
Hengehold Capital Management
Ohio
$449K +$7.51K +154 +2%
RDFA
2466
Ritter Daniher Financial Advisory
Ohio
$449K +$205K +4,196 +93%
SC
2467
Sawyer & Company
Massachusetts
$449K +$41.8K +856 +10%
OFO
2468
OneAscent Family Office
Alabama
$449K -$19.9K -407 -4%
SWM
2469
Sendero Wealth Management
Texas
$449K +$30.5K +625 +8%
EWS
2470
Evergreen Wealth Solutions
Pennsylvania
$449K -$14K -287 -3%
NEPPG
2471
New England Professional Planning Group
Rhode Island
$449K
FWM
2472
FMB Wealth Management
California
$449K
FTA
2473
Financial & Tax Architects
Missouri
$448K +$16.4K +336 +4%
BAS
2474
Breakthru Advisory Services
Wisconsin
$448K +$424K +8,689 New
LGA
2475
Lebenthal Global Advisors
New York
$447K -$17.7K -363 -4%

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.