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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 %
EFH
2801
Eaton Financial Holdings
Florida
$233K -$201K -4,818 -46%
YIM
2802
Yoffe Investment Management
Pennsylvania
$233K – – –
SCA
2803
St. Clair Advisors
Ohio
$232K – – –
TBT
2804
Texas Bank & Trust
Texas
$232K – – –
SCM
2805
SKBA Capital Management
California
$232K – – –
ECM
2806
Elgethun Capital Management
South Dakota
$231K -$38.6K -925 -14%
OWP
2807
Obermeyer Wealth Partners
Colorado
$231K -$43.6K -1,044 -16%
CFGA
2808
Cambridge Financial Group (Arizona)
Arizona
$231K +$231K +5,564 New
ETC
2809
Exchange Traded Concepts
Oklahoma
$231K +$90.9K +2,179 +65%
SPG
2810
Strategic Planning Group
Utah
$230K +$12.6K +303 +6%
AWA
2811
Alta Wealth Advisors
Massachusetts
$230K +$3.13K +75 +1%
ACC
2812
Acorn Creek Capital
Colorado
$230K -$35K -838 -13%
MFG
2813
Midwest Financial Group
Kansas
$230K +$4.22K +101 +2%
LJHT
2814
Laurie J. Hall Trustee
$230K -$98.1K -2,350 -30%
SC
2815
Seldon Capital
California
$230K – – –
SIAG
2816
Signet Investment Advisory Group
Rhode Island
$230K – – –
FGG
2817
Financial Guidance Group
Florida
$229K – – –
PWM
2818
Palacios Wealth Management
Florida
$228K – – –
AWM
2819
Abound Wealth Management
Tennessee
$228K -$20.4K -488 -8%
IAP
2820
Indie Asset Partners
Indiana
$228K -$59.8K -1,432 -21%
B
2821
Bensler
Washington
$227K -$1.21K -29 -0.5%
WMA
2822
West Michigan Advisors
Michigan
$227K -$10.1K -243 -4%
S
2823
Sachetta
Massachusetts
$225K -$92.5K -2,217 -29%
DAL
2824
Delta Accumulation LLC
California
$225K +$1.39K +35 +0.6%
QCIG
2825
Quad-Cities Investment Group
Iowa
$225K +$292 +7 +0.1%
111 112
113
114 115