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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 %
GGI
2976
Godsey & Gibb Inc
Virginia
$105K +$4.55K +109 +5%
MCCP
2977
Mission Creek Capital Partners
California
$104K -$5.93K -1,153 -5%
TIM
2978
Tortoise Investment Management
New York
$104K – – –
TC
2979
Truvestments Capital
Florida
$103K +$12.8K +306 +14%
TC
2980
Trust Company
Kansas
$102K +$12.5K +300 +14%
GWP
2981
Gen-Wealth Partners
Michigan
$98.2K -$12.9K -309 -12%
DPW
2982
DiNuzzo Private Wealth
Pennsylvania
$98K -$3.59K -86 -4%
BIM
2983
Breakwater Investment Management
Washington
$96.8K – – –
BA
2984
Bellwether Advisors
Nebraska
$95.8K – – –
CA
2985
Centerpoint Advisors
Massachusetts
$95K -$249K -5,971 -72%
OWP
2986
ORG Wealth Partners
Texas
$92.2K +$92.2K +2,222 New
BWL
2987
Bogart Wealth LLC
Virginia
$90.9K +$5.76K +138 +7%
CW
2988
Curio Wealth
Maryland
$90.6K +$90.6K +2 New
CAC
2989
Core Alternative Capital
Georgia
$89.1K -$10.6K -255 -11%
DI
2990
DAGCO Inc
Ohio
$88.6K +$88.6K +2,122 New
1NWS
2991
1 North Wealth Services
Maryland
$87.2K +$87.2K +2,089 New
BFPW
2992
BOK Financial Private Wealth
Colorado
$86.5K -$15.3K -366 -15%
IWM
2993
IMG Wealth Management
Florida
$86.3K – – –
FPF
2994
First Pacific Financial
Washington
$86.3K -$140K -3,361 -62%
SC
2995
Stephens Consulting
Michigan
$86.2K -$751 -18 -0.9%
MSWA
2996
Marshall & Sterling Wealth Advisors
New York
$85.3K +$55.8K +1,338 +189%
AWM
2997
Atticus Wealth Management
Florida
$84.9K – – –
IIL
2998
Insight Inv LLC
California
$84.4K +$84.4K +12,193 New
GCM
2999
GKV Capital Management
California
$83.5K – – –
ACM
3000
Adalta Capital Management
New York
$83.5K – – –
118 119
120
121 122