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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 %
ISFAN
3226
Investor's Fiduciary Advisor Network
Washington
– -$647K -14,744 Closed
WPW
3227
Warther Private Wealth
Ohio
– -$528K -12,019 Closed
MUAMU
3228
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$527K -12,000 Closed
WP
3229
WMS Partners
Maryland
– -$510K -11,607 Closed
AIA
3230
Angeles Investment Advisors
California
– -$501K -11,409 Closed
Cohen & Steers
3231
Cohen & Steers
New York
– -$492K -11,190 Closed
CCM
3232
Chiron Capital Management
Florida
– -$485K -11,028 Closed
CCM
3233
Crabel Capital Management
California
– -$445K -10,118 Closed
ACP
3234
Aveo Capital Partners
Colorado
– -$434K -9,886 Closed
BST
3235
Bath Savings Trust
Maine
– -$420K -9,554 Closed
SG
3236
Straightline Group
Michigan
– -$401K -9,130 Closed
CSWG
3237
Cardinal Strategic Wealth Guidance
Kentucky
– -$401K -9,130 Closed
RIA
3238
Realta Investment Advisors
Delaware
– -$406K -9,064 Closed
PW
3239
PUREfi Wealth
Massachusetts
– -$392K -8,923 Closed
WMWM
3240
Whitaker-Myers Wealth Managers
Ohio
– -$389K -8,861 Closed
BAS
3241
Breakthru Advisory Services
Wisconsin
– -$371K -8,452 Closed
CIG
3242
Cascade Investment Group
Colorado
– -$371K -8,443 Closed
AIS
3243
Accredited Investor Services
Minnesota
– -$371K -8,432 Closed
BWP
3244
Balboa Wealth Partners
Arizona
– -$370K -8,419 Closed
DRP
3245
Decker Retirement Planning
Utah
– -$363K -8,255 Closed
PWMG
3246
Pinnacle Wealth Management Group
Michigan
– -$345K -7,848 Closed
VH
3247
Visionary Horizons
Tennessee
– -$335K -7,632 Closed
FIA
3248
FNY Investment Advisers
New York
– -$331K -7,540 Closed
BMCM
3249
Black Maple Capital Management
Wisconsin
– -$330K -7,500 Closed
CWM
3250
Challenger Wealth Management
California
– -$318K -7,241 Closed
128 129
130
131 132