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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 %
AAF
2651
Andra AP-fonden
Sweden
$284K -$1.34M -32,200 -83%
AF
2652
Atala Financial
California
$283K – – –
NWM
2653
Northcape Wealth Management
New York
$283K -$12.5K -300 -4%
CWA
2654
Centennial Wealth Advisory
Michigan
$282K +$18.7K +449 +7%
NF
2655
Nvest Financial
New Hampshire
$282K +$209 +5 +0.1%
AHL
2656
Abel Hall LLC
Louisiana
$281K -$75.6K -1,811 -21%
CA
2657
Claris Advisors
Missouri
$280K +$709 +17 +0.3%
KA
2658
Kozak & Associates
Colorado
$280K -$17.8K -485 -6%
CCA
2659
Cravens & Co Advisors
Tennessee
$280K +$280K +6,700 New
TA
2660
TFB Advisors
Kansas
$279K +$14.6K +351 +6%
EL
2661
EWA LLC
Pennsylvania
$279K +$9.72K +233 +4%
DWP
2662
Destiny Wealth Partners
Florida
$279K -$5.05K -121 -2%
CG
2663
Clarus Group
Texas
$278K -$244K -5,848 -47%
TFF
2664
The Family Firm
Maryland
$278K -$8.93K -214 -3%
HWA
2665
Heartwood Wealth Advisors
Virginia
$278K -$10.1K -243 -4%
IWP
2666
Invenio Wealth Partners
Florida
$278K +$4.97K +119 +2%
BA
2667
Bristlecone Advisors
Washington
$277K -$37.4K -896 -12%
GGS
2668
Galvin Gaustad & Stein
Arizona
$277K +$1.17K +28 +0.4%
AT
2669
Avalon Trust
New Mexico
$276K +$205K +4,905 +285%
SGK
2670
Steigerwald Gordon & Koch
Virginia
$276K +$83 +2 +0%
PMFA
2671
Plante Moran Financial Advisors
Michigan
$275K +$25.4K +608 +10%
CWP
2672
Core Wealth Partners
California
$275K -$93.3K -2,235 -25%
TFA
2673
Tranquilli Financial Advisor
New Jersey
$274K +$3.13K +75 +1%
NCFG
2674
New Century Financial Group
New Jersey
$274K -$194K -4,639 -41%
HAIM
2675
Hunter Associates Investment Management
Pennsylvania
$273K – – –
105 106
107
108 109