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Bank of America

3,323 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, 1,380 increasing their positions, 1,295 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:

0.63% more ownership

Funds ownership: 72.91%73.54% (+0.63%)

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
3,323
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
RDFA
2451
Ritter Daniher Financial Advisory
Ohio
$449K
SC
2452
Sawyer & Company
Massachusetts
$449K
OFO
2453
OneAscent Family Office
Alabama
$449K
SWM
2454
Sendero Wealth Management
Texas
$449K
EWS
2455
Evergreen Wealth Solutions
Pennsylvania
$449K
NEPPG
2456
New England Professional Planning Group
Rhode Island
$449K
FWM
2457
FMB Wealth Management
California
$449K
FTA
2458
Financial & Tax Architects
Missouri
$448K
BAS
2459
Breakthru Advisory Services
Wisconsin
$448K
NRI
2460
NFP Retirement Inc
California
$448K
LGA
2461
Lebenthal Global Advisors
New York
$447K
CA
2462
Crumly & Associates
Illinois
$447K
SAM
2463
Strive Asset Management
Ohio
$447K
MFGP
2464
Marshall Financial Group (Pennsylvania)
Pennsylvania
$447K
TT
2465
TI-Trust
Illinois
$446K
JTWM
2466
Jackson Thornton Wealth Management
Alabama
$445K
LWM
2467
LeConte Wealth Management
Tennessee
$445K
RBC
2468
Romano Brothers & Co
Illinois
$444K
EL
2469
EWA LLC
Pennsylvania
$442K
SWM
2470
Segment Wealth Management
Texas
$442K
PA
2471
Perennial Advisors
New York
$442K
BI
2472
Ballast Inc
Kentucky
$442K
DI
2473
DDFG Inc
California
$441K
RCM
2474
Raleigh Capital Management
North Carolina
$440K
TW
2475
Traveka Wealth
California
$440K