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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 %
WIM
2676
Waverton Investment Management
United Kingdom
$273K +$12.9K +310 +5%
AAIM
2677
Asset Advisors Investment Management
Georgia
$273K +$22.2K +533 +9%
KCAM
2678
Kagan Cocozza Asset Management
New Jersey
$272K -$51.6K -1,236 -16%
OPWM
2679
Oxinas Partners Wealth Management
Indiana
$272K -$3.17K -76 -1%
GL
2680
Gerber LLC
Ohio
$271K -$5.17K -124 -2%
PWMG
2681
Private Wealth Management Group
New Jersey
$271K +$33.4K +801 +14%
4WM
2682
49 Wealth Management
Texas
$271K +$2.3K +55 +0.9%
LIA
2683
Lynx Investment Advisory
District of Columbia
$271K – – –
ACM
2684
Andina Capital Management
Utah
$270K +$61.8K +1,482 +30%
WWG
2685
West Wealth Group
California
$270K -$27.3K -658 -9%
EC
2686
EdgeRock Capital
Colorado
$270K +$12.4K +296 +5%
ACS
2687
Archford Capital Strategies
Illinois
$269K -$71.5K -1,714 -21%
MTWM
2688
Masso Torrence Wealth Management
New Jersey
$268K +$42 +1 +0%
MCM
2689
Monument Capital Management
Virginia
$267K -$42.8K -1,026 -14%
NC
2690
Napatree Capital
Rhode Island
$267K +$267K +6,405 New
USWIA
2691
UP Strategic Wealth Investment Advisors
Pennsylvania
$267K +$63.8K +1,528 +31%
SCA
2692
Sandy Cove Advisors
Massachusetts
$267K -$85.1K -2,038 -24%
WTFG
2693
Wells Trecaso Financial Group
Ohio
$266K +$250 +6 +0.1%
COCM
2694
Charter Oak Capital Management
New Hampshire
$266K +$16.3K +390 +7%
WFA
2695
WMG Financial Advisors
Tennessee
$266K +$6.3K +151 +2%
PWS
2696
Proactive Wealth Strategies
Georgia
$266K +$1.63K +39 +0.6%
FFC
2697
Frederick Financial Consultants
Maryland
$266K +$49.3K +1,182 +23%
CA
2698
Capital Advantage
California
$265K – – –
LTAS
2699
Linden Thomas Advisory Services
North Carolina
$265K +$5.68K +136 +2%
BCM
2700
BluePointe Capital Management
California
$264K +$264K +6,334 New
106 107
108
109 110