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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 %
FDW
2951
Fourth Dimension Wealth
Ohio
$131K +$111K +2,659 +556%
EWP
2952
Elevation Wealth Partners
California
$129K +$83 +2 +0.1%
FCG
2953
Financial Connections Group
California
$129K – – –
DWA
2954
Dougherty Wealth Advisers
Minnesota
$127K – – –
PSFG
2955
Park Square Financial Group
Georgia
$126K +$4.88K +117 +4%
PC
2956
Promus Capital
Illinois
$126K -$1.67K -40 -1%
TFM
2957
TFC Financial Management
Massachusetts
$125K -$7.93K -190 -6%
TWD
2958
True Wealth Design
Ohio
$120K +$12.3K +295 +11%
RAM
2959
Riggs Asset Management
Pennsylvania
$119K -$501 -12 -0.4%
CWM
2960
CarsonAllaria Wealth Management
Illinois
$117K +$83 +2 +0.1%
RF
2961
Roxbury Financial
New Jersey
$114K +$2.67K +58 +2%
DWM
2962
Darwin Wealth Management
Florida
$113K – – –
SCB
2963
Saudi Central Bank
Saudi Arabia
$112K +$112K +2,695 New
SO
2964
Sierra Ocean
California
$112K -$14.2K -339 -11%
SA
2965
SRH Advisors
Kansas
$112K – – –
BTD
2966
BankPlus Trust Department
Mississippi
$111K – – –
HWM
2967
Horizons Wealth Management
North Carolina
$111K – – –
BHWM
2968
Beaird Harris Wealth Management
Texas
$110K +$1.38K +33 +1%
RPA
2969
Redwood Park Advisors
California
$110K – – –
NC
2970
NewSquare Capital
Pennsylvania
$109K +$52.9K +1,267 +95%
CPG
2971
Cornerstone Planning Group
New Jersey
$109K +$38.9K +1,004 +56%
BCCM
2972
Black Cypress Capital Management
Florida
$107K – – –
SAM
2973
Sherman Asset Management
California
$106K -$960 -23 -0.9%
FFWM
2974
Future Financial Wealth Management
Ohio
$106K +$83 +2 +0.1%
GA
2975
GoalVest Advisory
New York
$106K +$1.71K +41 +2%
117 118
119
120 121