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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 %
FG
3126
Fairman Group
Pennsylvania
$9.45K – – –
VFM
3127
Vision Financial Markets
Connecticut
$9.07K +$42 +1 +0.5%
KWM
3128
Kiker Wealth Management
Georgia
$8.76K +$8.76K +210 New
ACM
3129
Anfield Capital Management
California
$8.72K – – –
BFS
3130
Bare Financial Services
Pennsylvania
$8.35K – – –
WA
3131
WestEnd Advisors
North Carolina
$8.18K +$5.38K +129 +193%
BC
3132
Bayforest Capital
United Kingdom
$7.97K -$876 -21 -10%
VWM
3133
Vermillion Wealth Management
Minnesota
$7.94K – – –
BHWM
3134
Bay Harbor Wealth Management
Maryland
$7.93K +$5.47K +131 +222%
SC
3135
Swan Capital
Florida
$7.45K – – –
UIC
3136
Uniplan Investment Counsel
Wisconsin
$7.16K +$7.16K +171 New
SC
3137
Steph & Co
Wisconsin
$7.05K – – –
APW
3138
Atlantic Private Wealth
North Carolina
$6.93K +$6.93K +166 New
EWA
3139
EQ Wealth Advisors
Texas
$6.35K +$6.35K +152 New
LB
3140
Legacy Bridge
Iowa
$6.05K – – –
CFP
3141
Comprehensive Financial Planning
Pennsylvania
$5.63K – – –
IWP
3142
IAG Wealth Partners
Wisconsin
$5.55K – – –
OCM
3143
Osterweis Capital Management
California
$5.43K +$5.43K +130 New
SIM
3144
Synergy Investment Management
Florida
$5.42K – – –
EA
3145
Evolution Advisers
Virginia
$5K – – –
PS
3146
PayPay Securities
Japan
$4.97K -$1.38K -33 -22%
ETS
3147
ESL Trust Services
New York
$4.59K – – –
RJA
3148
Ross\Johnson & Associates
Minnesota
$4.51K +$334 +8 +8%
PP
3149
PFS Partners
New Jersey
$4.41K +$42 +1 +1%
CWM
3150
Cedar Wealth Management
California
$4.38K – – –
124 125
126
127 128