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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 %
KCM
801
Kempner Capital Management
Texas
$5.61M – – –
IPW
802
Inlet Private Wealth
Florida
$5.6M – – –
JAM
803
Jupiter Asset Management
United Kingdom
$5.58M -$681K -16,326 -11%
GIA
804
GHP Investment Advisors
Colorado
$5.58M +$96K +2,301 +2%
MPIM
805
McGinn Penninger Investment Management
Virginia
$5.58M -$145K -3,475 -3%
RBA
806
Richard Bernstein Advisors
New York
$5.52M -$291K -6,980 -5%
MIM
807
Montgomery Investment Management
Maryland
$5.5M +$2.09K +50 +0%
WANY
808
Wealthspire Advisors (New York)
New York
$5.48M -$43.4K -1,039 -0.8%
MSA
809
MUFG Securities Americas
New York
$5.46M +$841K +20,145 +18%
WPP
810
Whalerock Point Partners
Rhode Island
$5.44M -$269K -6,438 -5%
CBB
811
Citizens Business Bank
California
$5.43M +$1.54M +36,800 +39%
WSFS
812
Wilmington Savings Fund Society
Delaware
$5.43M -$107K -2,556 -2%
RIL
813
Rothschild Investment LLC
Illinois
$5.42M -$36.6K -878 -0.7%
RWP
814
RWA Wealth Partners
Massachusetts
$5.41M -$388K -9,306 -7%
MLIC
815
Mandatum Life Insurance Company
Finland
$5.38M – – –
HI
816
Horizon Investments
North Carolina
$5.36M +$123K +2,942 +2%
AIP
817
Ameritas Investment Partners
Nebraska
$5.36M -$95.2K -2,282 -2%
APSI
818
Asset Planning Services Inc
Louisiana
$5.36M -$40.1K -960 -0.7%
LPT
819
Legacy Private Trust
Wisconsin
$5.35M +$326K +7,819 +6%
MC
820
Moors & Cabot
Massachusetts
$5.34M +$242K +5,798 +5%
BCM
821
Bretton Capital Management
California
$5.26M – – –
GCA
822
Greenwood Capital Associates
South Carolina
$5.26M +$6.34K +152 +0.1%
GWM
823
Geneos Wealth Management
Colorado
$5.25M +$2.96M +53,505 +129%
MIC
824
Means Investment Company
Maine
$5.25M -$725K -17,385 -12%
PMSA
825
Patrick M. Sweeney & Associates
Illinois
$5.24M +$432K +10,346 +9%
31 32
33
34 35