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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 %
NECFA
3101
New England Capital Financial Advisors
Connecticut
$17.7K -$17.2K -412 -49%
PPA
3102
Painted Porch Advisors
California
$17K +$12.8K +307 +307%
NA
3103
Nordwand Advisors
Pennsylvania
$16.9K -$5.84K -140 -26%
CCM
3104
Campbell Capital Management
Florida
$16.7K – – –
RF
3105
Robbins Farley
New Hampshire
$16.7K – – –
IMC
3106
Investment Management Corporation
Virginia
$16.7K – – –
FW
3107
Fairway Wealth
Ohio
$16.2K -$11.1K -266 -41%
CB
3108
CNB Bank
Pennsylvania
$16.2K -$42 -1 -0.3%
IWM
3109
Inlight Wealth Management
Georgia
$16.1K +$16.1K +385 New
CMA
3110
Cedar Mountain Advisors
Oregon
$14.9K +$8.4K +201 +130%
MAM
3111
Morse Asset Management
Connecticut
$14.8K +$6.43K +154 +77%
FGAM
3112
Financial Gravity Asset Management
Texas
$14.3K +$14.3K +343 New
CMP
3113
Coston McIsaac & Partners
Maine
$14K – – –
LWA
3114
Lowe Wealth Advisors
Maryland
$13.5K -$7.93K -190 -37%
NWM
3115
Nova Wealth Management
Florida
$12.6K – – –
PA
3116
Pineridge Advisors
Missouri
$12.5K -$7.75K -186 -38%
FFA
3117
Frazier Financial Advisors
Ohio
$12.5K -$667 -16 -5%
SHIM
3118
Stone House Investment Management
Pennsylvania
$11.8K +$11.8K +283 New
TCA
3119
Trifecta Capital Advisors
Illinois
$11.6K – – –
1IA
3120
1620 Investment Advisors
Massachusetts
$11.5K +$3.13K +75 +37%
SNB
3121
Security National Bank
Nebraska
$11.5K -$11.5K -275 -50%
MG
3122
MilWealth Group
Wisconsin
$11.3K – – –
MIM
3123
Marshall Investment Management
Colorado
$11K +$11K +265 New
IA
3124
IFS Advisors
Kansas
$10.4K +$42 +1 +0.4%
CAWM
3125
Capital A Wealth Management
Pennsylvania
$10.4K +$2.71K +65 +35%
123 124
125
126 127