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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 %
WFA
2526
Websterrogers Financial Advisors
South Carolina
$325K – – –
SFS
2527
Summit Financial Strategies
Ohio
$324K – – –
WWC
2528
Waypoint Wealth Counsel
Georgia
$324K +$15K +359 +5%
MC
2529
Middleton & Co
Massachusetts
$324K -$139K -3,327 -30%
TA
2530
Townsend & Associates
Colorado
$324K – – –
NQWM
2531
Northwest Quadrant Wealth Management
Oregon
$323K -$15.7K -377 -5%
SFG
2532
SNS Financial Group
Minnesota
$323K +$4.26K +102 +1%
CAL
2533
Capital Advisors Ltd
Ohio
$322K -$2.92K -70 -0.9%
FCG
2534
Fielder Capital Group
Tennessee
$322K +$32.7K +784 +11%
CTI
2535
Community Trust & Investment
Kentucky
$322K -$14.3K -342 -4%
LPAM
2536
Lodestar Private Asset Management
California
$322K +$668 +16 +0.2%
TWM
2537
TriaGen Wealth Management
California
$321K – – –
NIM
2538
Nexus Investment Management
Ontario, Canada
$321K – – –
HFS
2539
Howard Financial Services
Texas
$321K +$4.34K +104 +1%
WIM
2540
Warwick Investment Management
Texas
$321K -$36.7K -879 -10%
RFM
2541
Royal Fund Management
Florida
$320K -$1.42K -34 -0.4%
DWAM
2542
Duncan Williams Asset Management
Tennessee
$320K -$2.17K -52 -0.7%
WCP
2543
Wealthcare Capital Partners
Pennsylvania
$320K +$15.2K +364 +5%
CWP
2544
CFM Wealth Partners
Texas
$318K -$19K -455 -6%
GA
2545
Goldstein Advisors
Wisconsin
$318K +$4.26K +102 +1%
BBW
2546
Blue Barn Wealth
Utah
$318K +$1.29K +31 +0.4%
IP
2547
Investment Partners
Ohio
$317K +$9.72K +233 +3%
KFG
2548
Kelly Financial Group
Connecticut
$317K -$1.04K -25 -0.3%
RCA
2549
Riverview Capital Advisers
Massachusetts
$317K – – –
CCG
2550
Catalina Capital Group
California
$317K -$925K -22,177 -75%
100 101
102
103 104