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Bank of America
BAC

Overview Fund Activity

3,169 hedge funds and large institutions have $227B invested in Bank of America in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 1,286 increasing their positions, 1,357 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-61
Holders Change %
-1.89%
% of All Funds
43.04%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
1.47%
New
166
Increased
1,286
Reduced
1,357
Closed
169
Calls
$4.26B
Puts
$6.33B
Net Calls
-$2.07B
Net Calls Change
+$1.24B

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$1.1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1B
3
Capital World Investors
Capital World Investors
California
+$943M
4
Citigroup
Citigroup
New York
+$853M
5
Deutsche Bank
Deutsche Bank
Germany
+$624M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.03B
2
UBS AM
UBS AM
Illinois
-$1.64B
3
Morgan Stanley
Morgan Stanley
New York
-$750M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$733M
5
Citadel Advisors
Citadel Advisors
Florida
-$705M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWC
2476
Strategic Family Wealth Counselors
New Jersey
$345K +$9.85K +236 +3%
RP
2477
Rice Partnership
Hawaii
$345K -$127K -3,033 -27%
CST
2478
Charles Schwab Trust
Nevada
$345K -$28.3K -678 -8%
NPFS
2479
Novak & Powell Financial Services
Florida
$345K +$417 +10 +0.1%
FPCP
2480
Fort Point Capital Partners
California
$345K -$9.43K -226 -3%
ONSWM
2481
Old North State Wealth Management
North Carolina
$344K -$877 -21 -0.3%
FTA
2482
Financial & Tax Architects
Missouri
$343K +$343K +8,222 New
AIA
2483
Arbor Investment Advisors
North Carolina
$343K -$30.4K -729 -8%
DI
2484
DDFG Inc
California
$341K -$8.3K -199 -2%
SP
2485
Sequent Planning
Nebraska
$341K -$9.31K -223 -3%
ACA
2486
Affinity Capital Advisors
California
$341K – – –
HBT
2487
Hills Bank & Trust
Iowa
$339K +$23K +550 +7%
UBV
2488
United Bank (Virginia)
Virginia
$339K – – –
BP
2489
BBR Partners
New York
$338K -$71.5K -1,714 -17%
OFG
2490
Oxford Financial Group
Indiana
$338K -$57K -1,365 -14%
A
2491
AlphaQuest
New York
$337K +$337K +8,084 +808,400%
WSCM
2492
Wellington Shields Capital Management
New York
$337K -$388K -9,309 -54%
SHFA
2493
SC&H Financial Advisors
Maryland
$337K – – –
LFG
2494
Lockerman Financial Group
California
$337K -$1.13K -27 -0.3%
FA
2495
Financial Advisors
Massachusetts
$336K – – –
JAM
2496
JCIC Asset Management
Ontario, Canada
$336K -$15.5K -372 -4%
SIMG
2497
Sonora Investment Management Group
Arizona
$336K +$64K +1,533 +24%
HDA
2498
Harold Davidson & Associates
California
$335K -$1.04K -25 -0.3%
CA
2499
Cache Advisors
California
$335K – – –
SMH
2500
Sanders Morris Harris
Texas
$335K -$6.55K -157 -2%
98 99
100
101 102