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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 %
CB
976
Cadence Bank
Mississippi
$3.72M +$28.1K +673 +0.8%
BONH
977
Bank of New Hampshire
New Hampshire
$3.72M -$68.9K -1,651 -2%
NG
978
Norden Group
Utah
$3.72M +$128K +3,068 +4%
JIC
979
Joel Isaacson & Co
New York
$3.71M +$223K +5,345 +6%
EFM
980
E Fund Management
China
$3.71M +$428K +10,248 +13%
VCA
981
Verdence Capital Advisors
Maryland
$3.71M -$126K -3,025 -3%
PIWA
982
Prevail Innovative Wealth Advisors
Kansas
$3.7M +$3.7M +88,664 New
HW
983
Hancock Whitney
Mississippi
$3.7M -$26.8K -643 -0.7%
GIM
984
Gold Investment Management
Alberta, Canada
$3.68M -$110K -2,638 -3%
GIA
985
Gladstone Institutional Advisory
Florida
$3.66M +$266K +6,380 +8%
AAI
986
American Assets Inc
California
$3.65M – – –
PP
987
Patten & Patten
Tennessee
$3.64M -$89.6K -2,148 -2%
AW
988
Apricus Wealth
South Carolina
$3.64M -$310K -7,430 -8%
HCM
989
Hollencrest Capital Management
California
$3.63M -$19.7K -472 -0.5%
NSEDCP
990
NJ State Employees Deferred Compensation Plan
New Jersey
$3.61M – – –
DAS
991
Diversify Advisory Services
Utah
$3.61M +$373K +9,315 +12%
PP
992
Pacifica Partners
Canada
$3.6M -$32.2K -865 -0.9%
MA
993
Mutual Advisors
Nebraska
$3.59M -$48.4K -1,220 -1%
DWT
994
Dorsey & Whitney Trust
South Dakota
$3.58M -$75.8K -1,816 -2%
LAM
995
Lakewood Asset Management
Illinois
$3.57M +$384K +9,206 +12%
WWM
996
Western Wealth Management
Colorado
$3.55M +$95.8K +2,295 +3%
RMAM
997
Raab & Moskowitz Asset Management
New Jersey
$3.55M -$68.5K -1,642 -2%
CIA
998
Cohen Investment Advisors
New Hampshire
$3.55M +$466K +11,178 +15%
DJYG
999
David J. Yvars Group
Florida
$3.55M – – –
MIP
1000
Marietta Investment Partners
Wisconsin
$3.54M +$1.56M +37,324 +78%
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40
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