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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 %
RCM
3076
Richardson Capital Management
Wisconsin
$25K – – –
DWS
3077
Dynamic Wealth Strategies
California
$25K +$25K +600 New
PCM
3078
Penserra Capital Management
California
$25K -$694K -16,909 -97%
BWM
3079
Bernard Wealth Management
Michigan
$24.9K +$2.42K +58 +11%
CF
3080
Collier Financial
Colorado
$24.3K +$125 +3 +0.5%
CTB
3081
Country Trust Bank
Illinois
$24K +$4.17K +100 +21%
WAG
3082
Wiser Advisor Group
Arizona
$23.9K – – –
VWA
3083
Valued Wealth Advisors
Utah
$23.7K -$12.8K -306 -35%
GK
3084
Graney & King
New York
$23.7K – – –
KSB
3085
Kennebec Savings Bank
Maine
$23K – – –
CTWM
3086
Cherry Tree Wealth Management
Minnesota
$21.7K +$5.22K +125 +32%
VWWMG
3087
Vermillion & White Wealth Management Group
Pennsylvania
$21.3K +$167 +4 +0.8%
PWM
3088
Proathlete Wealth Management
Florida
$20.9K +$20.9K +501 New
DMIC
3089
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.9K – – –
WFA
3090
West Financial Advisors
Iowa
$20.7K – – –
MAS
3091
MPWM Advisory Solutions
Georgia
$20.4K +$83 +2 +0.4%
PP
3092
PrairieView Partners
Minnesota
$20K – – –
BGC
3093
Beutel, Goodman & Co
Ontario, Canada
$20K +$20K +500 New
AF
3094
Abound Financial
California
$19.7K +$19.7K +473 New
CAM
3095
Clarity Asset Management
Iowa
$19.5K +$125 +3 +0.6%
MAFA
3096
MJT & Associates Financial Advisory
Minnesota
$19.2K +$19.2K +460 New
WPA
3097
Wealth Preservation Advisors
Tennessee
$19.1K +$19.1K +458 New
W
3098
WealthCollab
Washington
$18.2K – – –
KFP
3099
Keener Financial Planning
Texas
$18K -$39.6K -1,000 -69%
CAM
3100
Costello Asset Management
Pennsylvania
$17.7K +$14.4K +344 +425%
122 123
124
125 126