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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 %
CIP
851
Capital Insight Partners
Arizona
$4.88M -$251K -6,014 -5%
PS
852
Principal Securities
Iowa
$4.86M +$4.4K +100 +0.1%
SS
853
SBI Securities
Japan
$4.85M -$65.1K -1,561 -1%
KWM
854
Kingsview Wealth Management
Oregon
$4.84M +$86.8K +2,080 +2%
NW
855
NewEdge Wealth
Pennsylvania
$4.84M +$327K +7,848 +7%
CAL
856
Capital Analysts LLC
Pennsylvania
$4.82M +$270K +6,463 +6%
PWP
857
Principle Wealth Partners
Connecticut
$4.81M +$25.9K +621 +0.5%
SCA
858
Snowden Capital Advisors
New York
$4.8M -$213K -5,109 -4%
EAM
859
EULAV Asset Management
Florida
$4.8M +$1.04M +25,000 +28%
BHWM
860
Bar Harbor Wealth Management
New Hampshire
$4.78M -$155K -3,723 -3%
GW
861
Griffith & Werner
Georgia
$4.78M +$563K +13,497 +13%
CCM
862
Coldstream Capital Management
Washington
$4.74M +$113K +2,716 +2%
FFA
863
Farther Finance Advisors
California
$4.74M +$1.79M +43,126 +61%
EWM
864
Empirical Wealth Management
Washington
$4.72M +$1.07M +25,669 +29%
P
865
Pitcairn
Pennsylvania
$4.7M -$2.5K -60 -0.1%
GI
866
GAMMA Investing
California
$4.65M +$352K +8,435 +8%
ECM
867
Eisler Capital Management
United Kingdom
$4.61M +$4.56M +109,205 +9,707%
CAM
868
Carret Asset Management
New York
$4.6M -$77K -1,844 -2%
KAM
869
Knightsbridge Asset Management
California
$4.59M -$65.6K -1,571 -1%
APP
870
Avantax Planning Partners
Iowa
$4.54M -$318K -7,617 -7%
SG Americas Securities
871
SG Americas Securities
New York
$4.53M -$14.3M -343,325 -76%
DAS
872
DMKC Advisory Services
Iowa
$4.53M -$4.09K -98 -0.1%
SCP
873
Stamos Capital Partners
California
$4.51M +$467K +11,193 +12%
PIM
874
Penobscot Investment Management
Massachusetts
$4.51M -$276K -6,616 -6%
AIMA
875
Ables Iannone Moore & Associates
Georgia
$4.51M +$13.6K +327 +0.3%
33 34
35
36 37