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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 %
FAN
2851
Financial Advisors Network
California
$219K +$2.42K +58 +1%
GB
2852
Goepper Burkhardt
South Carolina
$219K +$219K +5,249 New
FWTB
2853
First Western Trust Bank
Colorado
$219K +$21.6K +518 +11%
RFA
2854
Resurgent Financial Advisors
Georgia
$218K -$9.01K -216 -4%
S4W
2855
Solutions 4 Wealth
Texas
$218K +$250 +6 +0.1%
PPC
2856
Pennington Partners & Co
Maryland
$218K -$91.3K -2,187 -30%
MMG
2857
Monetary Management Group
Missouri
$217K +$29.2K +700 +16%
GEA
2858
Glen Eagle Advisors
New Jersey
$217K +$1.67K +40 +0.8%
MYIA
2859
Mount Yale Investment Advisors
Colorado
$216K +$14.5K +348 +7%
B
2860
Barings
North Carolina
$216K -$21.3K -510 -9%
PBK
2861
Peoples Bank (Kansas)
Kansas
$216K – – –
SWA
2862
Strategies Wealth Advisors
Michigan
$216K +$216K +5,167 New
TWM
2863
Trueblood Wealth Management
Ohio
$214K +$214K +5,140 New
DBIA
2864
Dumont & Blake Investment Advisors
New Jersey
$214K +$214K +5,131 New
GKIM
2865
GW&K Investment Management
Massachusetts
$214K -$3.93K -94 -2%
JWS
2866
Juncture Wealth Strategies
Arizona
$214K +$10.7K +256 +5%
ALA
2867
Atlas Legacy Advisors
California
$214K +$4.97K +119 +2%
PHAM
2868
Palisades Hudson Asset Management
Florida
$213K -$20.2K -484 -9%
LAM
2869
Lifestyle Asset Management
Texas
$213K +$6.55K +157 +3%
TPW
2870
TL Private Wealth
Texas
$213K – – –
SFG
2871
Stonebridge Financial Group
Pennsylvania
$213K -$5.34K -128 -2%
BOC
2872
Bull Oak Capital
California
$212K +$4.38K +105 +2%
DQRIM
2873
Dale Q Rice Investment Management
Washington
$212K +$212K +5,082 New
MHC
2874
Meyer Handelman Company
New York
$211K -$3.05K -73 -1%
ACL
2875
Applied Capital LLC
Florida
$211K – – –
113 114
115
116 117