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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 %
BAM
2551
Bellevue Asset Management
Washington
$316K +$83 +2 +0%
BFA
2552
Beacon Financial Advisory
Ohio
$316K -$1.96K -47 -0.6%
SPWM
2553
Spartan Planning & Wealth Management
North Carolina
$315K -$322K -7,710 -51%
WCWM
2554
Willow Creek Wealth Management
California
$315K +$23.3K +558 +8%
CPC
2555
Consolidated Planning Corp
Georgia
$315K -$22.9K -549 -7%
HAM
2556
Hickory Asset Management
Ohio
$315K -$3.26K -78 -1%
MPCA
2557
Madison Park Capital Advisors
Washington
$314K -$8.81K -211 -3%
ACP
2558
Arcus Capital Partners
Georgia
$314K +$42.5K +1,019 +16%
TSS
2559
Two Sigma Securities
New York
$314K -$548K -13,136 -64%
TFGT
2560
TS Financial Group (TSFG)
Illinois
$314K -$15.7K -376 -5%
LWL
2561
Leo Wealth LLC
Texas
$314K -$212K -5,082 -40%
NWM
2562
Northwest Wealth Management
Iowa
$313K -$31.3K -749 -9%
WKWM
2563
Walter & Keenan Wealth Management
Indiana
$313K +$47.3K +1,133 +18%
CWA
2564
Clarity Wealth Advisors
California
$313K +$82K +1,964 +35%
CCM
2565
Chickasaw Capital Management
Tennessee
$313K – – –
BWM
2566
BCS Wealth Management
Tennessee
$313K – – –
MWA
2567
Meridian Wealth Advisors
Texas
$313K -$3.96K -95 -1%
AI
2568
AXS Investments
New York
$311K -$13.6K -327 -4%
RMC
2569
Ring Mountain Capital
California
$311K -$11.6K -277 -4%
LCM
2570
Logan Capital Management
Pennsylvania
$311K -$1.46K -35 -0.5%
WCG
2571
Weaver Consulting Group
California
$310K +$16.7K +400 +6%
FPL
2572
Fortress Private Ledger
North Carolina
$310K -$18.3K -438 -6%
HFAS
2573
Hummer Financial Advisory Services
Illinois
$310K – – –
CCMIC
2574
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$310K -$14.1K -337 -4%
PIA
2575
Pinion Investment Advisors
Kansas
$309K -$14.5K -347 -4%
101 102
103
104 105