BAC icon

Bank of America

3,343 hedge funds and large institutions have $281B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 1,386 increasing their positions, 1,305 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.76% more ownership

Funds ownership: 72.91%73.67% (+0.76%)

12% less funds holding in top 10

Funds holding in top 10: 129114 (-15)

36% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $8.38B

Holders
3,343
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
$5.39B
Puts
$8.38B
Net Calls
Net Calls Change

Top Buyers

1 +$1.96B
2 +$973M
3 +$817M
4
Citigroup
Citigroup
New York
+$716M
5
Capital World Investors
Capital World Investors
California
+$696M
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
2451
Axis Wealth Partners
Rhode Island
$453K
AFP
2452
Alpha Financial Partners
Kentucky
$453K
SMH
2453
Sanders Morris Harris
Texas
$453K
BBPWM
2454
Blue Bell Private Wealth Management
Pennsylvania
$452K
PA
2455
Promethium Advisors
Maryland
$451K
WWC
2456
Waypoint Wealth Counsel
Georgia
$451K
TA
2457
Townsend & Associates
Colorado
$450K
HCM
2458
Hengehold Capital Management
Ohio
$449K
RDFA
2459
Ritter Daniher Financial Advisory
Ohio
$449K
SC
2460
Sawyer & Company
Massachusetts
$449K
OFO
2461
OneAscent Family Office
Alabama
$449K
SWM
2462
Sendero Wealth Management
Texas
$449K
EWS
2463
Evergreen Wealth Solutions
Pennsylvania
$449K
NEPPG
2464
New England Professional Planning Group
Rhode Island
$449K
FWM
2465
FMB Wealth Management
California
$449K
FTA
2466
Financial & Tax Architects
Missouri
$448K
BAS
2467
Breakthru Advisory Services
Wisconsin
$448K
LGA
2468
Lebenthal Global Advisors
New York
$447K
CA
2469
Crumly & Associates
Illinois
$447K
SAM
2470
Strive Asset Management
Ohio
$447K
MFGP
2471
Marshall Financial Group (Pennsylvania)
Pennsylvania
$447K
TT
2472
TI-Trust
Illinois
$446K
JTWM
2473
Jackson Thornton Wealth Management
Alabama
$445K
LWM
2474
LeConte Wealth Management
Tennessee
$445K
RBC
2475
Romano Brothers & Co
Illinois
$444K