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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 %
AC
926
AlphaCore Capital
California
$4.1M +$1.32M +31,599 +47%
DCA
927
DSG Capital Advisors
Minnesota
$4.1M -$2.31M -55,315 -36%
CCG
928
Cloverfields Capital Group
Minnesota
$4.1M -$16.9K -405 -0.4%
WAM
929
Wernau Asset Management
Massachusetts
$4.1M -$14.4K -346 -0.4%
VCM
930
Vision Capital Management
Oregon
$4.09M +$1.76M +42,185 +76%
IAN
931
Integrated Advisors Network
Texas
$4.08M -$2.92M -69,881 -42%
IHL
932
Investment House LLC
California
$4.08M -$343K -8,225 -8%
1SB
933
1ST Source Bank
Indiana
$4.06M +$31.5K +756 +0.8%
GWM
934
Glass Wealth Management
Texas
$4.05M -$393K -9,420 -9%
MCM
935
Mengis Capital Management
Oregon
$4.05M -$131K -3,147 -3%
SCM
936
SOL Capital Management
Maryland
$4.05M -$19.8K -475 -0.5%
PGAM
937
Princeton Global Asset Management
New Jersey
$4.04M +$58.6K +1,404 +1%
WIS
938
Wright Investors Service
Connecticut
$4.04M +$432K +10,346 +12%
VIA
939
Victrix Investment Advisors
Florida
$4.01M -$246K -6,059 -6%
GMA
940
Glassy Mountain Advisors
Maryland
$4.01M -$138K -3,313 -3%
WT
941
Whittier Trust
California
$4.01M -$155K -3,709 -4%
Group One Trading
942
Group One Trading
Illinois
$4.01M +$3.3M +79,150 +468%
ISB
943
Iowa State Bank
Iowa
$4.01M +$251K +6,020 +7%
WWA
944
WCG Wealth Advisors
Nevada
$3.98M -$542K -12,999 -12%
QI
945
Qtron Investments
Massachusetts
$3.98M – – –
BDS
946
Banco de Sabadell
Florida
$3.97M +$294K +7,034 +8%
LCM
947
Lazari Capital Management
California
$3.97M -$150K -3,600 -4%
FNBT
948
FineMark National Bank & Trust
Florida
$3.97M -$246K -5,888 -6%
FAM
949
Fred Alger Management
New York
$3.95M -$4.22M -101,241 -52%
MIH
950
Meitav Investment House
Israel
$3.95M -$10K -241 -0.3%
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