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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 %
WMN
2876
Wealth Management Nebraska
Nebraska
$211K +$16.4K +394 +8%
JFGLC
2877
Johnson Financial Group LLC (Colorado)
Colorado
$211K +$211K +5,054 New
NPF
2878
Norris Perne & French
Michigan
$211K – – –
WTA
2879
Washington Trust Advisors
Massachusetts
$210K +$5.51K +132 +3%
TRIA
2880
Trail Ridge Investment Advisors
Colorado
$210K -$57.5K -1,379 -22%
API
2881
Asset Planning Inc
California
$210K +$1.04K +25 +0.5%
BZWA
2882
Blue Zone Wealth Advisors
California
$209K -$7.47K -179 -3%
WS
2883
Wela Strategies
Georgia
$209K +$793 +19 +0.4%
EAMA
2884
EFG Asset Management (Americas)
Florida
$209K -$42.6K -1,022 -17%
HA
2885
Harfst & Associates
Wyoming
$209K -$1.84K -44 -0.9%
CA
2886
Corrado Advisors
New Jersey
$208K +$209 +5 +0.1%
RCM
2887
Requisite Capital Management
Texas
$208K -$12.1K -289 -5%
HPC
2888
Hobart Private Capital
North Carolina
$207K +$207K +4,957 New
RLIM
2889
Red Lighthouse Investment Management
New York
$207K – – –
1CM
2890
1492 Capital Management
Wisconsin
$207K -$3.05K -73 -1%
HWA
2891
HMV Wealth Advisors
Louisiana
$206K – – –
FCMT
2892
Founders Capital Management (Texas)
Texas
$206K +$42 +1 +0%
CWM
2893
Crowley Wealth Management
Delaware
$206K +$1.84K +44 +0.9%
CCM
2894
Collar Capital Management
Wisconsin
$206K -$4.76K -114 -2%
SL
2895
Sentinus LLC
Illinois
$205K +$205K +4,914 New
TPWM
2896
Twelve Points Wealth Management
Massachusetts
$205K -$13.1K -314 -6%
WAS
2897
Wealth Advisory Solutions
Indiana
$205K +$292 +7 +0.1%
ACM
2898
Ascent Capital Management
Oregon
$205K +$2.13K +51 +1%
AWA
2899
AmeriServ Wealth Advisors
Pennsylvania
$204K – – –
BAM
2900
Blueshift Asset Management
New Jersey
$204K +$204K +4,890 New
114 115
116
117 118