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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 %
LOPW
476
Live Oak Private Wealth
North Carolina
$15.7M +$148K +3,549 +0.9%
BIC
477
Beach Investment Counsel
Pennsylvania
$15.5M +$7.26M +173,935 +88%
MGP
478
Metis Global Partners
California
$15.5M +$1.28M +30,782 +9%
ABC
479
Associated Banc-Corp
Wisconsin
$15.4M +$132K +3,169 +0.9%
IWC
480
Integrated Wealth Concepts
Massachusetts
$15.4M +$313K +7,500 +2%
SCM
481
Stanley Capital Management
Texas
$15.3M – – –
KIA
482
KCM Investment Advisors
California
$15.1M -$1.13M -27,100 -7%
KPWS
483
Kestra Private Wealth Services
Texas
$15.1M -$236K -5,663 -2%
RGC
484
Redwood Grove Capital
California
$15M – – –
XWM
485
Xcel Wealth Management
Florida
$14.9M -$754K -18,070 -5%
CIBC Private Wealth Group
486
CIBC Private Wealth Group
Georgia
$14.9M -$210K -5,986 -1%
Nomura Holdings
487
Nomura Holdings
Japan
$14.9M -$6.26M -149,929 -30%
LSERS
488
Louisiana State Employees Retirement System
Louisiana
$14.9M -$125K -3,000 -0.8%
HWM
489
HB Wealth Management
Georgia
$14.8M +$2.65M +63,455 +22%
EI
490
Ethic Inc
New York
$14.7M +$8.53M +205,624 +138%
AG
491
AIA Group
Hong Kong
$14.7M +$2.62M +62,784 +22%
SAM
492
Securian Asset Management
Minnesota
$14.6M -$335K -8,024 -2%
GF
493
Gabelli Funds
New York
$14.6M -$238K -5,702 -2%
MCM
494
Maltese Capital Management
New York
$14.6M +$2.5M +60,000 +21%
HCM
495
Huber Capital Management
California
$14.5M +$626K +15,000 +4%
KA
496
KLCM Advisors
Wisconsin
$14.5M +$62.2K +1,491 +0.4%
BAMF
497
BI Asset Management Fondsmaeglerselskab
Denmark
$14.4M -$7.45M -178,587 -34%
NB
498
Norinchukin Bank
Japan
$14.4M +$1.83M +43,841 +15%
CIM
499
Caldwell Investment Management
Ontario, Canada
$14.3M – – –
AIM
500
ARGA Investment Management
Connecticut
$14.3M -$1.38M -33,116 -9%
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