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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 %
GWSG
2926
GPS Wealth Strategies Group
Colorado
$165K +$10.9K +262 +7%
PA
2927
PSI Advisors
Florida
$164K -$112K -2,693 -41%
RS
2928
Rakuten Securities
Japan
$162K -$25.2K -605 -13%
OSNBOA
2929
Old Second National Bank of Aurora
Illinois
$161K -$33.9K -812 -17%
T
2930
Tidemark
California
$159K +$83 +2 +0.1%
AW
2931
Avion Wealth
Texas
$159K – – –
YP
2932
YANKCOM Partnership
South Dakota
$151K +$4.84K +116 +3%
ACA
2933
Atlas Capital Advisors
Wyoming
$150K +$41.7K +1,000 +38%
M
2934
MOTCO
Texas
$150K -$205K -4,917 -58%
SGC
2935
Slocum, Gordon & Co
Rhode Island
$149K +$149K +3,571 New
MLA
2936
MB, Levis & Associates
Pennsylvania
$147K +$626 +15 +0.4%
MAM
2937
Meeder Asset Management
Ohio
$145K +$75.8K +1,816 +109%
XC
2938
XY Capital
Hong Kong
$145K -$298K -7,134 -67%
RWM
2939
Ruedi Wealth Management
Illinois
$145K – – –
CWM
2940
Consultiva Wealth Management
Puerto Rico
$144K +$140K +3,350 +3,350%
EI
2941
eCIO Inc
Wisconsin
$143K +$143K +3,427 New
GPFA
2942
Game Plan Financial Advisors
Ohio
$142K +$125 +3 +0.1%
RFG
2943
REAP Financial Group
Texas
$137K +$37.6K +900 +38%
HFS
2944
Hughes Financial Services
Virginia
$135K +$135K +3,251 New
LFASL
2945
Lugano Financial Advisors SA (LFA)
Switzerland
$134K -$20.3K -486 -13%
CH
2946
Canton Hathaway
Rhode Island
$134K – – –
HHGA
2947
Halbert Hargrove Global Advisors
California
$132K +$6.97K +167 +6%
RTC
2948
Riverview Trust Company
Washington
$132K -$6.47K -155 -5%
C
2949
Covestor
United Kingdom
$131K +$6.16K +147 +5%
OAJ
2950
Ogorek Anthony Joseph
New York
$131K +$129K +3,088 +6,055%
116 117
118
119 120