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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 %
ACM
3201
Aster Capital Management
United Arab Emirates
– -$1.9M -43,193 Closed
GJCM
3202
Grand Jean Capital Management
California
– -$1.76M -40,000 Closed
EP
3203
Essential Planning
New Hampshire
– -$1.74M -39,585 Closed
BAG
3204
Bridgewealth Advisory Group
California
– -$1.75M -37,814 Closed
CBA
3205
Coastal Bridge Advisors
Connecticut
– -$1.57M -35,751 Closed
MAMU
3206
Myriad Asset Management US
Florida
– -$1.54M -35,139 Closed
I
3207
InceptionR
California
– -$1.23M -28,065 Closed
PFM
3208
Potomac Fund Management
Florida
– -$1.23M -28,019 Closed
CPM
3209
Connective Portfolio Management
New York
– -$1.21M -27,625 Closed
APM
3210
Advanced Portfolio Management
New York
– -$1.26M -27,194 Closed
CM
3211
Crestline Management
Texas
– -$1.16M -26,445 Closed
FTUS
3212
Flow Traders U.S.
New York
– -$1.15M -26,209 Closed
LP
3213
LMR Partners
United Kingdom
– -$1.14M -25,928 Closed
MHS
3214
M Holdings Securities
Oregon
– -$1.14M -25,848 Closed
NA
3215
Nottingham Advisors
New York
– -$1.04M -23,760 Closed
SFFS
3216
Stonehage Fleming Financial Services
Jersey
– -$1.04M -23,586 Closed
AWM
3217
Accredited Wealth Management
Kentucky
– -$1.01M -23,058 Closed
SAM
3218
Silphium Asset Management
United Kingdom
– -$1.01M -22,974 Closed
TC
3219
TwinBeech Capital
New York
– -$956K -21,751 Closed
CS
3220
Capital Square
Tennessee
– -$963K -20,708 Closed
WA
3221
Wealthstar Advisors
Texas
– -$775K -17,630 Closed
ECP
3222
Epacria Capital Partners
Colorado
– -$762K -17,340 Closed
CJL
3223
Cyrus J. Lawrence
New York
– -$761K -17,336 Closed
OAM
3224
Oxford Asset Management
United Kingdom
– -$762K -17,330 Closed
SM
3225
Sciencast Management
New Jersey
– -$685K -15,588 Closed
127 128
129
130 131