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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 %
PFC
2826
Poplar Forest Capital
California
$225K – – –
PWM
2827
Purus Wealth Management
California
$224K -$3.92K -94 -2%
CFSG
2828
Clark Financial Services Group
Missouri
$224K -$202K -4,847 -47%
MWS
2829
MFA Wealth Services
California
$224K +$1.25K +30 +0.6%
CIC
2830
Chilton Investment Company
Connecticut
$224K +$13.2K +317 +6%
JHP
2831
James Hambro & Partners
United Kingdom
$224K – – –
MF
2832
Meridian Financial
Massachusetts
$223K +$42 +1 +0%
CBT
2833
Central Bank & Trust
Kentucky
$223K +$223K +5,336 New
CAM
2834
Campion Asset Management
Virginia
$223K -$7.3K -175 -3%
GWA
2835
Gibson Wealth Advisors
Texas
$222K – – –
MFG
2836
MidWestOne Financial Group
Iowa
$222K -$613K -14,695 -73%
SWMP
2837
Signature Wealth Management Partners
New Jersey
$222K – – –
VBFG
2838
Vishria Bird Financial Group
Tennessee
$222K – – –
WCM
2839
Wallace Capital Management
Texas
$221K +$21.3K +511 +11%
BBPWM
2840
Blue Bell Private Wealth Management
Pennsylvania
$221K +$19.1K +458 +9%
RFG
2841
RFP Financial Group
Georgia
$221K +$8.97K +215 +4%
FUBT
2842
First United Bank & Trust
Maryland
$221K -$3.34K -80 -1%
4A
2843
4Wealth Advisors
Illinois
$221K -$5.51K -132 -2%
IPW
2844
Intergy Private Wealth
Colorado
$220K -$77.8K -1,864 -26%
UWM
2845
USAdvisors Wealth Management
Minnesota
$220K -$6.67K -160 -3%
LSIA
2846
LaSalle St. Investment Advisors
Illinois
$220K +$22.7K +547 +12%
BA
2847
Ballast Advisors
Minnesota
$220K +$2.96K +71 +1%
MSG
2848
Main Street Group
Virginia
$220K – – –
1CP
2849
17 Capital Partners
Arizona
$220K +$220K +5,267 New
NG
2850
NWK Group
California
$220K +$220K +5,264 New
112 113
114
115 116