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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 %
BH
2726
Burk Holdings
Oklahoma
$255K – – –
DP
2727
DDD Partners
Washington
$255K +$5.68K +136 +2%
FB
2728
First Bancorp
Maine
$255K -$668 -16 -0.3%
SIAP
2729
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$254K +$3.3K +79 +1%
5W
2730
5T Wealth
California
$254K +$52.7K +1,262 +26%
SCA
2731
Southern Capital Advisors
Tennessee
$254K +$292 +7 +0.1%
AC
2732
AIFG Consultants
New York
$254K -$1.59K -38 -0.6%
CWG
2733
Crown Wealth Group
North Carolina
$254K +$12.1K +291 +5%
CHP
2734
Cable Hill Partners
Oregon
$253K +$67.1K +1,682 +36%
SCM
2735
Sunbeam Capital Management
Georgia
$252K +$459 +11 +0.2%
HCP
2736
Hamilton Capital Partners
Georgia
$252K +$1.54K +37 +0.6%
GWM
2737
GK Wealth Management
Nevada
$251K -$56.5K -1,353 -18%
CNWM
2738
Clay Northam Wealth Management
California
$251K -$334 -8 -0.1%
MSWMA
2739
Market Street Wealth Management Advisors
Indiana
$251K +$8.72K +209 +4%
GSWA
2740
Good Steward Wealth Advisors
Tennessee
$251K +$251K +6,003 New
CAS
2741
CTC Alternative Strategies
Illinois
$250K +$250K +6,000 New
CA
2742
CWC Advisors
Oregon
$250K +$250K +5,999 New
HPIA
2743
Hamilton Point Investment Advisors
North Carolina
$250K +$7.93K +190 +3%
DWA
2744
Douglass Winthrop Advisors
New York
$250K -$7.14K -171 -3%
AIM
2745
AHL Investment Management
Florida
$248K +$12.6K +303 +5%
LRIA
2746
Leonard Rickey Investment Advisors
Washington
$248K -$21K -573 -8%
CCA
2747
Cora Capital Advisors
New Jersey
$248K +$5.22K +125 +2%
DCM
2748
Donaldson Capital Management
Indiana
$248K -$4.97K -119 -2%
FCB
2749
First County Bank
Connecticut
$248K +$18K +431 +8%
EAM
2750
Everstar Asset Management
North Carolina
$247K -$333K -7,990 -57%
108 109
110
111 112