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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 %
PW
3001
Pandora Wealth
Illinois
$83.5K +$83.5K +2,000 New
SWIM
3002
Smallwood Wealth Investment Management
New Jersey
$82.5K +$82.5K +1,977 New
BL
3003
BFSG LLC
California
$80.6K -$7.3K -175 -8%
DFA
3004
DHJJ Financial Advisors
Illinois
$78.8K – – –
STB
3005
S&T Bank
Pennsylvania
$78.5K +$3.21K +77 +4%
FNWA
3006
Financial Network Wealth Advisors
Utah
$77.9K +$31.8K +763 +69%
SRCM
3007
Signature Resources Capital Management
California
$77.7K +$83 +2 +0.1%
FMTCOCP
3008
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K – – –
RF
3009
Rossby Financial
Florida
$75K +$75K +1,889 New
RWM
3010
Rialto Wealth Management
New York
$74.6K +$2.75K +66 +4%
Loomis, Sayles & Company
3011
Loomis, Sayles & Company
Massachusetts
$73K -$38.9K -934 -35%
HFS
3012
Hopwood Financial Services
Virginia
$72.7K – – –
WSC
3013
Wellington Shields & Co
New York
$72.1K – – –
MIM
3014
Manitou Investment Management
Ontario, Canada
$72K – – –
WAS
3015
Winch Advisory Services
Wisconsin
$70.8K -$292 -7 -0.4%
NCM
3016
Northwest Capital Management
Oregon
$70.1K – – –
VWA
3017
VSM Wealth Advisory
Maryland
$69.8K +$209 +5 +0.3%
PMIM
3018
Prudent Man Investment Management
Colorado
$69.4K – – –
HC
3019
Hurley Capital
New York
$67.7K +$835 +20 +1%
PAI
3020
Pittenger & Anderson Inc
Nebraska
$66.8K -$41.7K -1,000 -38%
MMCM
3021
Murphy & Mullick Capital Management
New York
$63.8K – – –
GTAM
3022
Global Trust Asset Management
Florida
$63.2K +$11.5K +275 +22%
MC
3023
Montag & Caldwell
Georgia
$62.6K – – –
BIA
3024
Bell Investment Advisors
California
$62.5K +$2.75K +66 +5%
FDCP
3025
Foster Dykema Cabot & Partners
Massachusetts
$61.8K -$32.4K -777 -34%
119 120
121
122 123