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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 %
BWA
2626
Burt Wealth Advisors
Maryland
$291K -$33.1K -792 -10%
PWA
2627
Physician Wealth Advisors
Utah
$291K – – –
OHIS
2628
Oak Harvest Investment Services
Texas
$291K +$5.34K +128 +2%
SL
2629
Salomon & Ludwin
Virginia
$290K -$14.1K -337 -5%
MHWM
2630
Montz Harcus Wealth Management
Louisiana
$290K +$6.13K +147 +2%
WG
2631
Wealth Group
North Carolina
$290K -$19.6K -469 -6%
BAM
2632
Byrne Asset Management
New Jersey
$290K +$290K +6,946 New
FAT
2633
First American Trust
California
$289K -$165K -3,959 -36%
WWM
2634
Wolff Wiese Magana
California
$288K +$5.84K +140 +2%
TCB
2635
Texas Capital Bancshares
Texas
$288K -$13.6K -327 -5%
AAS
2636
AdviceOne Advisory Services
Connecticut
$288K +$1.34K +32 +0.5%
MGWM
2637
Marks Group Wealth Management
Minnesota
$288K – – –
BSB
2638
Bangor Savings Bank
Maine
$287K -$1.54K -37 -0.5%
EWM
2639
EPG Wealth Management
Georgia
$287K +$668 +16 +0.2%
FBC
2640
Fairfield, Bush & Co
Connecticut
$287K – – –
BCMLT
2641
Beacon Capital Management LLC (Tennessee)
Tennessee
$287K +$12.8K +307 +5%
CPW
2642
Cove Private Wealth
New York
$287K +$10.1K +243 +4%
RCM
2643
Radnor Capital Management
Pennsylvania
$286K – – –
NAMNJ
2644
NorthStar Asset Management (New Jersey)
New Jersey
$285K +$584 +14 +0.2%
TC
2645
Tacita Capital
Ontario, Canada
$285K – – –
TF
2646
Tompkins Financial
New York
$285K -$4.17K -100 -1%
ACA
2647
Ackerman Capital Advisors
Texas
$285K -$1.79K -43 -0.6%
RFS
2648
Richardson Financial Services
Massachusetts
$284K +$11K +264 +4%
MPCL
2649
My Personal CFO LLC
Washington
$284K -$5.38K -129 -2%
PFG
2650
Putney Financial Group
California
$284K -$4.17K -100 -1%
104 105
106
107 108