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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 %
SSG
3151
Summit Securities Group
New York
$4.17K -$743K -17,800 -99%
SIS
3152
Strategic Investment Solutions
Illinois
$4.17K – – –
PPWM
3153
PFG Private Wealth Management
Florida
$4.08K – – –
TTIC
3154
Tower Trust & Investment Company
Iowa
$3.99K +$3.99K +100 New
LWMI
3155
Legacy Wealth Management (Idaho)
Idaho
$3.71K – – –
CFS
3156
CGC Financial Services
Oregon
$3.71K +$42 +1 +1%
VWM
3157
Valley Wealth Managers
New Jersey
$2.67K – – –
PWA
3158
Principia Wealth Advisory
Texas
$2.34K -$4.09K -110 -64%
AAG
3159
Accordant Advisory Group
Maryland
$2.25K – – –
PCM
3160
Perritt Capital Management
Illinois
$1.84K +$1.84K +44 New
LFA
3161
LGT Financial Advisors
Texas
$1.67K -$121K -2,900 -99%
HFS
3162
Horizon Financial Services
North Carolina
$1.46K +$1.46K +35 New
HIA
3163
HFM Investment Advisors
New Jersey
$1.38K +$1.38K +33 New
SWC
3164
Spectrum Wealth Counsel
Indiana
$1.25K – – –
BMC
3165
Bear Mountain Capital
Washington
$1.23K +$1.23K +31 New
WOC
3166
West Oak Capital
California
$1.16K -$417 -1,000 -26%
EPW
3167
Evergreen Private Wealth
Colorado
$542 – – –
EC
3168
Elequin Capital
New York
$501 -$418 -10 -45%
AWM
3169
Avondale Wealth Management
Texas
$230 +$230 +6 New
Norges Bank
3170
Norges Bank
Norway
– -$5.23B -118,930,358 Closed
Cerity Partners
3171
Cerity Partners
New York
– -$119M -2,766,900 Closed
ECM
3172
ExodusPoint Capital Management
New York
– -$63.8M -1,451,515 Closed
HF
3173
HRT Financial
New York
– -$54.9M -1,248,021 Closed
MCM
3174
Moore Capital Management
New York
– -$47.1M -1,070,720 Closed
KCM
3175
Kodai Capital Management
Illinois
– -$38.2M -869,187 Closed
125 126
127
128 129