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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
43.04%
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 %
WC
751
Woodstock Corp
Massachusetts
$6.62M -$45K -1,078 -0.7%
RBI
752
Raiffeisen Bank International
Austria
$6.62M +$1.05M +25,362 +19%
TFS
753
Thoroughbred Financial Services
Tennessee
$6.61M -$48.5K -1,162 -0.7%
PTCG
754
Pring Turner Capital Group
California
$6.56M +$137K +3,276 +2%
PIM
755
Plato Investment Management
Australia
$6.52M -$718K -17,028 -10%
GT
756
Greenleaf Trust
Michigan
$6.52M +$200K +4,799 +3%
CFO
757
Callan Family Office
Pennsylvania
$6.49M -$1.76M -42,216 -21%
MWM
758
Mission Wealth Management
California
$6.49M +$1.6M +38,223 +33%
USAA
759
United Services Automobile Association
Texas
$6.43M – – –
Marshall Wace
760
Marshall Wace
United Kingdom
$6.43M -$171M -4,098,450 -96%
NIM
761
Northeast Investment Management
Massachusetts
$6.42M -$11.8K -283 -0.2%
HPG
762
Harvest Portfolios Group
Ontario, Canada
$6.39M +$574K +13,752 +10%
HAI
763
Hennessy Advisors Inc
California
$6.37M -$1.39M -33,300 -18%
HAG
764
HighPoint Advisor Group
Illinois
$6.33M -$25.3K -633 -0.4%
BP
765
Ballentine Partners
Massachusetts
$6.32M +$209K +5,008 +3%
TSW
766
Thompson Siegel & Walmsley
Virginia
$6.31M -$1.24M -29,671 -16%
WIA
767
World Investment Advisors
California
$6.3M +$571K +13,694 +10%
RMC
768
Resources Management Corp
Connecticut
$6.28M -$327K -7,833 -5%
AF
769
Ally Financial
Michigan
$6.26M +$4.34M +104,000 +226%
FMWA
770
Forvis Mazars Wealth Advisors
Missouri
$6.24M +$256K +6,128 +4%
IWA
771
Icon Wealth Advisors
Texas
$6.19M -$93.1K -2,232 -1%
BAM
772
Boyar Asset Management
New York
$6.19M -$557K -13,338 -8%
TPCW
773
TD Private Client Wealth
New York
$6.18M +$420K +10,065 +7%
UCMOK
774
United Capital Management of KS
Kansas
$6.16M +$4.64M +111,111 +305%
LM
775
Lincluden Management
Ontario, Canada
$6.12M -$290K -6,939 -5%
29 30
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