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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 %
CAM
2751
Clark Asset Management
New Hampshire
$247K -$2.46K -59 -1%
AAM
2752
Aureus Asset Management
Massachusetts
$246K – – –
DTC
2753
Davidson Trust Company
Washington
$246K +$8.35K +200 +4%
CFG
2754
Clayton Financial Group
Missouri
$246K – – –
SFO
2755
Stokes Family Office
Louisiana
$245K +$83 +2 +0%
KFP
2756
Keystone Financial Planning
Ohio
$245K – – –
LGG
2757
Luts & Greenleigh Group
Maryland
$245K -$751 -18 -0.3%
PPWM
2758
Paragon Private Wealth Management
Kentucky
$245K +$245K +5,862 New
WAM
2759
WFA Asset Management
Wisconsin
$244K +$7.96K +210 +3%
PAM
2760
Peak Asset Management
Colorado
$244K +$1.59K +38 +0.7%
FPW
2761
Flywheel Private Wealth
California
$243K – – –
IWS
2762
Integrity Wealth Solutions
Colorado
$243K +$1.04K +25 +0.4%
HA
2763
Huntleigh Advisors
Missouri
$242K +$125 +3 +0.1%
PCM
2764
Passive Capital Management
Maryland
$242K – – –
AIP
2765
Almanack Investment Partners
Pennsylvania
$242K -$149K -3,582 -38%
SRC
2766
Sage Rhino Capital
California
$242K -$4.42K -106 -2%
BIG
2767
Bush Investment Group
Georgia
$242K -$10K -240 -4%
AC
2768
Annandale Capital
Texas
$240K +$42 +1 +0%
KJHP
2769
K.J. Harrison & Partners
Ontario, Canada
$240K -$209 -5 -0.1%
SPWG
2770
Syntegra Private Wealth Group
Missouri
$240K +$21.4K +514 +10%
IIM
2771
Ironwood Investment Management
Massachusetts
$239K -$4.17K -100 -2%
PGF
2772
Plan Group Financial
Oklahoma
$239K +$239K +5,735 New
AIM
2773
Allen Investment Management
New York
$239K -$5.63K -135 -2%
SLT
2774
St Louis Trust
Missouri
$239K +$239K +5,725 New
MFS
2775
McNamara Financial Services
Massachusetts
$239K +$239K +5,722 New
109 110
111
112 113