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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, 1,287 increasing their positions, 1,356 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
43.03%
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
1,287
Reduced
1,356
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 %
UF
701
Univest Financial
Pennsylvania
$7.6M +$7.06M +169,270 +1,318%
RDWM
702
Red Door Wealth Management
Tennessee
$7.57M +$129K +3,083 +2%
FFM
703
Fisher Funds Management
New Zealand
$7.55M – – –
AWCI
704
Alpine Woods Capital Investors
New York
$7.54M -$1.55M -37,208 -17%
WAM
705
Wallington Asset Management
Indiana
$7.54M -$3.66M -87,600 -33%
SMA
706
Sage Mountain Advisors
Georgia
$7.52M +$16.3K +390 +0.2%
PTC
707
Philadelphia Trust Company
Pennsylvania
$7.51M -$1.5M -36,062 -17%
VFM
708
Viking Fund Management
North Dakota
$7.51M – – –
WorldQuant Millennium Advisors
709
WorldQuant Millennium Advisors
New York
$7.48M -$64.3M -1,540,498 -90%
ECM
710
Everence Capital Management
Indiana
$7.43M – – –
PCA
711
Pallas Capital Advisors
Massachusetts
$7.42M +$837K +20,061 +13%
IB
712
Intrust Bank
Kansas
$7.42M +$186K +4,456 +3%
NIP
713
Nicholas Investment Partners
California
$7.41M +$12.5K +300 +0.2%
OCAM
714
Onex Canada Asset Management
Ontario, Canada
$7.41M -$303K -7,268 -4%
SLI
715
Sumitomo Life Insurance
Japan
$7.4M -$82.3K -1,972 -1%
FNT
716
First National Trust
Pennsylvania
$7.39M -$253K -6,063 -3%
BG
717
Bollard Group
Massachusetts
$7.39M +$37.1K +888 +0.5%
AC
718
Allstate Corporation
Illinois
$7.35M -$1.31M -31,439 -15%
PAS
719
Park Avenue Securities
New York
$7.34M +$823K +19,727 +13%
SIM
720
Stratos Investment Management
Ohio
$7.34M +$1.08M +25,892 +17%
SC
721
Stolper & Co
Oklahoma
$7.31M -$73.5K -1,761 -1%
SCM
722
SCS Capital Management
Massachusetts
$7.28M +$7.28M +174,390 New
LFAS
723
Level Four Advisory Services
Texas
$7.26M +$277K +6,647 +4%
BIG
724
Boothe Investment Group
Delaware
$7.24M +$50K +1,198 +0.7%
WS
725
Wedbush Securities
California
$7.22M +$92.4K +2,214 +1%
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