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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 %
MC
2601
Miramar Capital
Illinois
$301K -$29.2K -700 -9%
EIP
2602
Ellis Investment Partners
Pennsylvania
$301K -$28.2K -676 -9%
BFF
2603
Byrne Financial Freedom
Massachusetts
$301K +$793 +19 +0.3%
FCIM
2604
Fairview Capital Investment Management
California
$300K +$300K +7,193 New
RWM
2605
RKL Wealth Management
Pennsylvania
$300K +$45.4K +1,087 +18%
WFS
2606
Widmann Financial Services
Maryland
$300K – – –
TWM
2607
Topsail Wealth Management
North Carolina
$299K +$66.9K +1,604 +29%
ASG
2608
Ariston Services Group
California
$299K – – –
MPM
2609
MBB Public Markets
Illinois
$299K +$299K +7,166 New
SIA
2610
SGL Investment Advisors
Montana
$299K +$74.1K +1,782 +33%
PWSG
2611
Pacific Wealth Strategies Group
California
$299K – – –
BTWM
2612
Brass Tax Wealth Management
Ohio
$298K +$9.97K +239 +3%
BFS
2613
BridgePort Financial Solutions
Iowa
$297K -$4.17K -100 -1%
PAG
2614
Paladin Advisory Group
Iowa
$296K – – –
BSA
2615
Bull Street Advisors
Georgia
$296K -$16.7K -400 -5%
RRWA
2616
Rainey & Randall Wealth Advisors
Florida
$296K +$296K +7,093 New
KIA
2617
Kraematon Investment Advisors
Massachusetts
$296K -$1.59K -38 -0.5%
FA
2618
Fiducient Advisors
Illinois
$295K +$295K +7,076 New
WAL
2619
W Advisors LLC
Tennessee
$295K +$6.47K +155 +2%
PCFFS
2620
Pacific Center for Financial Services
California
$294K +$209 +5 +0.1%
PCM
2621
Pennsylvania Capital Management
Pennsylvania
$294K -$14.9K -357 -5%
HPM
2622
Hoxton Planning & Management
West Virginia
$293K +$1.17K +28 +0.4%
TFIPS
2623
Towarzystwo Funduszy Inwestycyjnych PZU SA
$292K – – –
LJCM
2624
Lee Johnson Capital Management
Texas
$291K – – –
CFO
2625
Collective Family Office
Pennsylvania
$291K -$19.4K -466 -6%
103 104
105
106 107