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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 %
WP
2901
Wealthspan Partners
Iowa
$204K – – –
BWM
2902
BKM Wealth Management
Wisconsin
$204K +$417 +10 +0.2%
WC
2903
Weil Company
California
$204K – – –
MAM
2904
Marotta Asset Management
Virginia
$203K +$9.05K +228 +5%
EWA
2905
Encompass Wealth Advisors
Oregon
$202K -$13.5K -323 -6%
AT
2906
American Trust
Kentucky
$202K -$161K -3,854 -44%
CFFP
2907
Center for Financial Planning
Michigan
$202K -$7.39K -177 -4%
MWA
2908
Motive Wealth Advisors
Michigan
$202K -$24.1K -577 -11%
FFM
2909
Flagstone Financial Management
Nebraska
$202K – – –
EA
2910
Eclectic Associates
California
$202K +$11.1K +265 +6%
FGWP
2911
Founders Grove Wealth Partners
Virginia
$202K -$4.92K -118 -2%
BIA
2912
BHK Investment Advisors
Alabama
$202K -$223K -5,350 -53%
Members Trust
2913
Members Trust
Florida
$201K -$33.2K -795 -14%
HDIM
2914
Hanson & Doremus Investment Management
Vermont
$201K +$104K +2,500 +108%
IRAG
2915
Investment Research & Advisory Group
Georgia
$199K – – –
NRG
2916
Nemes Rush Group
Michigan
$197K +$543 +13 +0.3%
WPWM
2917
Western Pacific Wealth Management
Illinois
$189K – – –
PWA
2918
Provenance Wealth Advisors
Florida
$188K -$172K -4,112 -48%
RDFA
2919
Ritter Daniher Financial Advisory
Ohio
$188K -$14.6K -350 -7%
HC
2920
Hoese & Co
Minnesota
$188K – – –
FWM
2921
FSA Wealth Management
Massachusetts
$172K +$167 +4 +0.1%
RI
2922
Ridgewood Investments
New Jersey
$169K -$2.34K -56 -1%
RCA
2923
Runnymede Capital Advisors
Ohio
$168K -$6.26K -150 -4%
SCA
2924
Stuart Chaussee & Associates
California
$167K -$39.1K -937 -19%
NEWAS
2925
N.E.W. Advisory Services
Wisconsin
$166K +$166K +3,975 New
115 116
117
118 119