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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
43.05%
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 %
HR
2501
Hardy Reed
Mississippi
$335K +$5.97K +143 +2%
JCM
2502
Jag Capital Management
Missouri
$333K -$35.3K -845 -10%
MHC
2503
May Hill Capital
Massachusetts
$333K +$5.84K +140 +2%
HCM
2504
Hengehold Capital Management
Ohio
$333K -$5.8K -139 -2%
WCM
2505
WealthTrak Capital Management
Virginia
$333K +$3.96K +95 +1%
SIC
2506
Sterling Investment Counsel
New York
$332K +$76K +1,820 +30%
CWIG
2507
Chung Wu Investment Group
Texas
$332K -$4.17K -100 -1%
FF
2508
Francis Financial
$331K -$45.9K -1,100 -12%
FWP
2509
Forefront Wealth Partners
Texas
$331K +$17.4K +418 +6%
MWP
2510
Meridian Wealth Partners
Pennsylvania
$330K -$22.3K -535 -6%
SHWM
2511
Smith & Howard Wealth Management
Georgia
$330K -$2.63K -63 -0.8%
AWM
2512
Ameliora Wealth Management
Switzerland
$329K – – –
IWA
2513
Integrity Wealth Advisors
California
$329K -$5.18K -124 -2%
ATWA
2514
Arbor Trust Wealth Advisors
Michigan
$329K -$54.2K -1,300 -14%
GAM
2515
Gould Asset Management
California
$328K -$95.1K -2,278 -22%
AWAU
2516
Alliance Wealth Advisors (Utah)
Utah
$328K -$15.1K -363 -4%
FBT
2517
First Bank & Trust
South Dakota
$328K +$13.6K +325 +4%
WCM
2518
WealthBridge Capital Management
Ohio
$328K -$16K -383 -5%
PK
2519
Pflug Koory
Nebraska
$328K – – –
IWS
2520
Insight Wealth Strategies
California
$327K -$12.9K -309 -4%
ITIM
2521
Indiana Trust & Investment Management
Indiana
$327K – – –
MFA
2522
Morling Financial Advisors
California
$326K +$24.5K +588 +8%
IAG
2523
Investment Advisory Group
Massachusetts
$326K +$2.92K +70 +0.9%
CL
2524
CLG LLC
California
$325K +$417 +10 +0.1%
CBT
2525
CoreFirst Bank & Trust
Kansas
$325K – – –
99 100
101
102 103