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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 %
Envestnet Portfolio Solutions
426
Envestnet Portfolio Solutions
Illinois
$19.8M -$2.19M -52,503 -10%
CF
427
Covea Finance
France
$19.7M +$19.7M +471,700 New
P
428
&Partners
Tennessee
$19.6M +$2.87M +69,690 +17%
PFP
429
Pinnacle Financial Partners
Tennessee
$19.6M +$288K +6,599 +1%
GCM
430
GoodHaven Capital Management
New Jersey
$19.4M -$231K -5,532 -1%
EWA
431
EP Wealth Advisors
California
$19.4M +$706K +16,920 +4%
NIM
432
NEOS Investment Management
Connecticut
$19.2M +$3.71M +89,020 +24%
GAM
433
Generali Asset Management
Italy
$19.2M -$779K -18,658 -4%
AAS
434
Avantax Advisory Services
Texas
$19.2M +$1.05M +25,163 +6%
BCM
435
Bridgeway Capital Management
Texas
$19.1M +$1.68M +40,327 +10%
KRS
436
Kentucky Retirement Systems
Kentucky
$19M -$380K -9,101 -2%
JMFC
437
J.M. Forbes & Co
Massachusetts
$18.9M +$650K +15,579 +4%
TC
438
TownSquare Capital
Utah
$18.8M +$821K +19,669 +5%
DGM
439
Delta Global Management
New York
$18.7M +$18.7M +447,364 New
SQA
440
Simon Quick Advisors
New Jersey
$18.6M +$1.96M +47,036 +12%
RIA
441
RPG Investment Advisory
California
$18.5M +$9.51M +227,808 +105%
CCM
442
Cinctive Capital Management
New York
$18.5M -$2.3M -55,151 -11%
CIC
443
Carnegie Investment Counsel
Ohio
$18.5M +$9.4M +244,665 +104%
DADC
444
D.A. Davidson & Co
Montana
$18.4M -$126K -3,013 -0.7%
SC
445
Savant Capital
Illinois
$18.2M +$2.28M +54,741 +14%
SSA
446
Schonfeld Strategic Advisors
New York
$18.1M +$8.97M +214,959 +98%
GT
447
Glenview Trust
Kentucky
$17.9M -$367K -8,805 -2%
OAC
448
OMERS Administration Corp
Ontario, Canada
$17.9M -$264K -6,325 -1%
FLPIM
449
F.L. Putnam Investment Management
Massachusetts
$17.8M -$45.1K -1,081 -0.3%
GIM
450
Grassi Investment Management
California
$17.7M -$83.5K -2,000 -0.5%
16 17
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