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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 %
BOSSRA
3276
B.O.S.S. Retirement Advisors
Utah
– -$217K -4,936 Closed
GWWM
3277
Great Waters Wealth Management
Minnesota
– -$217K -4,927 Closed
MAA
3278
Mraz Amerine & Associates
California
– -$212K -4,827 Closed
IDA
3279
Intelligence Driven Advisers
California
– -$212K -4,813 Closed
NG
3280
Northstar Group
New York
– -$210K -4,785 Closed
MAC
3281
Mason & Associates (California)
California
– -$210K -4,776 Closed
CIG
3282
Cairn Investment Group
Washington
– -$210K -4,768 Closed
GSIS
3283
Global Strategic Investment Solutions
Arizona
– -$209K -4,760 Closed
KFS
3284
Kelly Financial Services
Massachusetts
– -$209K -4,753 Closed
WIA
3285
Wetzel Investment Advisors
Indiana
– -$208K -4,726 Closed
EE
3286
EWG Elevate
California
– -$207K -4,715 Closed
KWMG
3287
King Wealth Management Group
Florida
– -$207K -4,706 Closed
MWA
3288
Monograph Wealth Advisors
California
– -$207K -4,704 Closed
SFS
3289
Solitude Financial Services
Virginia
– -$205K -4,656 Closed
LTI
3290
Laffer Tengler Investments
Tennessee
– -$204K -4,650 Closed
CP
3291
Creekside Partners
California
– -$204K -4,647 Closed
WA
3292
Wealthstream Advisors
New York
– -$204K -4,647 Closed
PFC
3293
Phocas Financial Corp
California
– -$204K -4,640 Closed
HIS
3294
Harvest Investment Services
Illinois
– -$204K -4,637 Closed
CFA
3295
CWS Financial Advisors
Michigan
– -$204K -4,632 Closed
ATFA
3296
All Terrain Financial Advisors
Minnesota
– -$202K -4,600 Closed
GA
3297
GSG Advisors
New Jersey
– -$201K -4,581 Closed
PAM
3298
PVG Asset Management
Colorado
– -$201K -4,580 Closed
FNB
3299
Farmers National Bank
Kentucky
– -$201K -4,572 Closed
PWP
3300
Prasad Wealth Partners
Ohio
– -$200K -4,561 Closed
130 131
132
133 134