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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 %
VF
551
Vest Financial
Virginia
$11.5M -$20.7M -496,478 -64%
AS
552
Aware Super
Australia
$11.4M -$425K -10,190 -4%
GC
553
Grimes & Company
Massachusetts
$11.4M -$230K -5,520 -2%
WB
554
WesBanco Bank
West Virginia
$11.4M +$9.94M +238,081 +675%
FCH
555
Freestone Capital Holdings
Washington
$11.4M -$85.9K -2,059 -0.7%
CIA
556
Concurrent Investment Advisors
Florida
$11.4M +$303K +7,251 +3%
WT
557
Washington Trust
Rhode Island
$11.4M -$1.12M -26,754 -9%
CWG
558
Cornerstone Wealth Group
North Carolina
$11.3M +$738K +17,687 +7%
SCM
559
Shorepath Capital Management
Utah
$11.3M -$91.4K -2,190 -0.8%
SVCP
560
Silicon Valley Capital Partners
California
$11.3M +$1.46M +35,399 +15%
AL
561
Arnhold LLC
New York
$11.2M – – –
SWP
562
Stratos Wealth Partners
Ohio
$11.2M -$843K -20,198 -7%
Assenagon Asset Management
563
Assenagon Asset Management
Luxembourg
$11.2M +$150K +3,598 +1%
AWS
564
Atria Wealth Solutions
New York
$11.2M -$2.26M -54,272 -17%
ALMGDA
565
AG2R La Mondiale Gestion d'Actifs
France
$11.1M +$11.1M +252,464 New
NAAA
566
New Age Alpha Advisors
New York
$11.1M -$4.37M -104,615 -28%
DT
567
Diversified Trust
Tennessee
$11.1M +$2.3M +55,020 +26%
OPS
568
Orion Portfolio Solutions
Nebraska
$11.1M -$147K -3,524 -1%
BCI
569
Brinker Capital Investments
Pennsylvania
$11.1M -$147K -3,524 -1%
AAA
570
Adams Asset Advisors
Texas
$11M -$1.78M -42,688 -14%
DR
571
Davis Rea
Ontario, Canada
$11M +$3.13M +75,000 +40%
JPWM
572
Jamison Private Wealth Management
Georgia
$11M +$89.6K +2,147 +0.8%
ATC
573
Argent Trust Co
Tennessee
$10.9M +$5.68K +136 +0.1%
NAS
574
NWF Advisory Services
California
$10.9M -$1.3M -31,157 -11%
PCA
575
Providence Capital Advisors
North Carolina
$10.8M +$221K +5,296 +2%
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