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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 %
MA
3301
Modus Advisors
Minnesota
– -$178K -4,045 Closed
EBA
3302
Eagle Bay Advisors
New York
– -$167K -3,808 Closed
NWWA
3303
New Wave Wealth Advisors
Arkansas
– -$165K -3,753 Closed
PCWA
3304
Pacific Capital Wealth Advisors
California
– -$156K -3,542 Closed
AFM
3305
Aspetuck Financial Management
Connecticut
– -$139K -3,152 Closed
WWA
3306
Wingate Wealth Advisors
Massachusetts
– -$117K -2,665 Closed
RS
3307
R Squared
Hong Kong
– -$83.9K -1,910 Closed
MB
3308
Mizuho Bank
Japan
– -$83.5K -1,900 Closed
FA
3309
Fedenia Advisers
Wisconsin
– -$79.6K -1,811 Closed
EFP
3310
EnRich Financial Partners
Wisconsin
– -$76.3K -1,737 Closed
EFMH
3311
E Fund Management (HK)
Hong Kong
– -$70K -1,592 Closed
VAG
3312
VisionPoint Advisory Group
Texas
– -$69.6K -1,571 Closed
CWA
3313
Carolina Wealth Advisors
South Carolina
– -$60.9K -1,386 Closed
CP
3314
Castleview Partners
Texas
– -$49.5K -1,118 Closed
CMANY
3315
Capital Management Associates (New York)
New York
– -$44.2K -1,005 Closed
DP
3316
Denver PWM
Colorado
– -$23K -524 Closed
FS
3317
Financially Speaking
Colorado
– -$21.5K -489 Closed
FIA
3318
FPC Investment Advisory
California
– -$20K -433 Closed
TCG
3319
Transcendent Capital Group
Oklahoma
– -$16.7K -381 Closed
HEIP
3320
Hudson Edge Investment Partners
New Jersey
– -$15.4K -350 Closed
KBFS
3321
Kohmann Bosshard Financial Services
Ohio
– -$13.2K -300 Closed
CF
3322
Conquis Financial
California
– -$13K -296 Closed
WCM
3323
Westend Capital Management
California
– -$12.4K -282 Closed
FFA
3324
Fairfield Financial Advisors
Massachusetts
– -$10.7K -244 Closed
CCMI
3325
Creative Capital Management Investments
California
– -$9.67K -220 Closed
130 131 132
133
134