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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 %
OHWA
2701
Oak Hill Wealth Advisors
Virginia
$264K -$2.71K -65 -1%
NJBEST
2702
New Jersey Better Educational Savings Trust
New Jersey
$263K – – –
IFU
2703
iSAM Funds (UK)
United Kingdom
$262K -$1.3M -31,136 -83%
JGIA
2704
Jackson Grant Investment Advisers
Connecticut
$262K – – –
MLFP
2705
MPS Loria Financial Planners
Illinois
$262K +$1.29K +31 +0.5%
HCWM
2706
Hidden Cove Wealth Management
Washington
$262K +$262K +6,270 New
CCWM
2707
Correct Capital Wealth Management
Missouri
$262K -$1.17K -28 -0.4%
SI
2708
Saxon Interests
Texas
$261K +$23.5K +563 +10%
DWMS
2709
Dominguez Wealth Management Solutions
Virginia
$260K +$260K +6,235 New
PAS
2710
Professional Advisory Services
Florida
$260K – – –
VAMG
2711
Voisard Asset Management Group
Michigan
$259K -$2.09K -50 -0.8%
FC
2712
Fairscale Capital
New Hampshire
$259K – – –
FFG
2713
Fortress Financial Group
Minnesota
$258K +$1.46K +35 +0.6%
MWM
2714
MinichMacGregor Wealth Management
New York
$258K -$5.18K -124 -2%
1IA
2715
1834 Investment Advisors
Wisconsin
$257K -$82K -1,965 -24%
RFW
2716
Rainier Family Wealth
Washington
$257K -$37.3K -893 -13%
RCWM
2717
Royal Capital Wealth Management
Indiana
$256K -$7.22K -173 -3%
PIA
2718
Powell Investment Advisors
Florida
$256K – – –
1WM
2719
1858 Wealth Management
Ohio
$256K +$60.3K +1,445 +31%
MTIC
2720
Missouri Trust & Investment Company
Missouri
$256K -$11.5K -275 -4%
GIP
2721
Granite Investment Partners
California
$256K – – –
SIC
2722
SJS Investment Consulting
Ohio
$255K +$459 +11 +0.2%
LWP
2723
LeClair Wealth Partners
Ohio
$255K – – –
PA
2724
Planning Alternatives
Michigan
$255K +$255K +6,117 New
MIM
2725
Moseley Investment Management
Florida
$255K +$250 +6 +0.1%
107 108
109
110 111