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Bank of America

3,207 hedge funds and large institutions have $232B invested in Bank of America in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,307 increasing their positions, 1,376 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% less ownership

Funds ownership: 73.33%73.12% (-0.21%)

4% less first-time investments, than exits

New positions opened: 162 | Existing positions closed: 169

5% less repeat investments, than reductions

Existing positions increased: 1,307 | Existing positions reduced: 1,376

2% less funds holding

Funds holding: 3,2673,207 (-60)

7% less capital invested

Capital invested by funds: $250B → $232B (-$18.2B)

14% less funds holding in top 10

Funds holding in top 10: 126108 (-18)

33% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $6.33B

Holders
3,207
Holders Change
-60
Holders Change %
-1.84%
% of All Funds
43%
Holding in Top 10
108
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.29%
% of All Funds
1.45%
New
162
Increased
1,307
Reduced
1,376
Closed
169
Calls
$4.26B
Puts
$6.33B
Net Calls
-$2.07B
Net Calls Change
+$1.23B
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
3276
Realta Investment Advisors
Delaware
-$406K -9,064 Closed
PW
3277
PUREfi Wealth
Massachusetts
-$392K -8,923 Closed
WMWM
3278
Whitaker-Myers Wealth Managers
Ohio
-$389K -8,861 Closed
BAS
3279
Breakthru Advisory Services
Wisconsin
-$371K -8,452 Closed
CIG
3280
Cascade Investment Group
Colorado
-$371K -8,443 Closed
AIS
3281
Accredited Investor Services
Minnesota
-$371K -8,432 Closed
BWP
3282
Balboa Wealth Partners
Arizona
-$370K -8,419 Closed
DRP
3283
Decker Retirement Planning
Utah
-$363K -8,255 Closed
PWMG
3284
Pinnacle Wealth Management Group
Michigan
-$345K -7,848 Closed
VH
3285
Visionary Horizons
Tennessee
-$335K -7,632 Closed
FIA
3286
FNY Investment Advisers
New York
-$331K -7,540 Closed
BMCM
3287
Black Maple Capital Management
Wisconsin
-$330K -7,500 Closed
CWM
3288
Challenger Wealth Management
California
-$318K -7,241 Closed
TCM
3289
TT Capital Management
California
-$334K -7,202 Closed
I
3290
INVST
Indiana
-$293K -6,670 Closed
HCM
3291
Highview Capital Management
Illinois
-$286K -6,500 Closed
CBUSF
3292
Construction & Building Unions Superannuation Fund
Australia
-$272K -6,200 Closed
CCC
3293
Compass Capital Corp
Massachusetts
-$277K -6,116 Closed
FCM
3294
Firestone Capital Management
Florida
-$264K -6,005 Closed
MP
3295
Moment Partners
California
-$264K -6,000 Closed
ADBIC
3296
A.D. Beadell Investment Counsel
Wisconsin
-$259K -5,902 Closed
BWP
3297
BSW Wealth Partners
Colorado
-$251K -5,707 Closed
PWM
3298
Pines Wealth Management
North Carolina
-$252K -5,579 Closed
SFC
3299
Swisher Financial Concepts
Ohio
-$242K -5,512 Closed
CFA
3300
Capstone Financial Advisors
Illinois
-$241K -5,487 Closed

BAC Hedge Fund Activity: Q1 2025 in Review

3,207 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2025, worth a combined $232B — down 7.3% from $250B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of BAC and 162 opened new positions — a net loss of 7 holders — while 1,376 trimmed existing stakes and 1,307 added.

The largest buyer was Sanders Capital, adding an estimated $1.17B. The largest seller was Berkshire Hathaway, cutting an estimated $2.17B.

  • 3,207 institutional investors held Bank of America (BAC) as of Q1 2025, down from 3,267 in Q4 2024.
  • Funds reported $232B of Bank of America stock for Q1 2025, down 7.3% quarter-over-quarter.
  • 162 funds opened new Bank of America positions in Q1 2025 and 169 closed out, a net change of -7 holders.
  • The largest Bank of America buyer in Q1 2025 was Sanders Capital, an estimated $1.17B added.
  • The largest Bank of America seller in Q1 2025 was Berkshire Hathaway, an estimated $2.17B sold.

Based on aggregated 13F filings for Q1 2025.