BAC icon

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 %
GBT
1001
Grove Bank & Trust
Florida
$3.53M +$147K +3,516 +4%
OAM
1002
Ostrum Asset Management
France
$3.51M +$302K +7,227 +9%
MVA
1003
Mount Vernon Associates
Maryland
$3.51M -$4.17K -100 -0.1%
GL
1004
Graypoint LLC
New York
$3.51M -$54.5K -1,306 -2%
NLGIA
1005
Nippon Life Global Investors Americas
New York
$3.5M -$24.5M -586,810 -87%
KCM
1006
Kornitzer Capital Management
Kansas
$3.5M -$196K -4,705 -5%
BIA
1007
Beacon Investment Advisors
Maryland
$3.5M +$5.63K +135 +0.2%
AF
1008
Alerus Financial
North Dakota
$3.5M -$1.02M -24,485 -23%
SIG
1009
Sargent Investment Group
Maryland
$3.49M +$85.4K +2,047 +3%
CIP
1010
Convergence Investment Partners
Florida
$3.49M -$481K -11,515 -12%
DCM
1011
Delta Capital Management
New Jersey
$3.49M -$85.1K -2,040 -2%
AIM
1012
AMI Investment Management
Indiana
$3.48M +$42.2K +1,011 +1%
CWM
1013
Cordatus Wealth Management
Pennsylvania
$3.48M +$148K +3,544 +4%
PMG
1014
ProVise Management Group
Florida
$3.48M +$7.39K +177 +0.2%
TNA
1015
True North Advisors
Texas
$3.47M -$775K -18,572 -18%
HT
1016
Heritage Trust
Oklahoma
$3.46M -$321K -7,695 -8%
MIC
1017
Meridian Investment Counsel
California
$3.46M -$44.7K -1,070 -1%
CANC
1018
Culbertson A N & Co
Virginia
$3.46M +$26.1K +625 +0.8%
KFC
1019
Klingenstein Fields & Co
New York
$3.45M -$29.4K -705 -0.8%
BFA
1020
Beaumont Financial Advisors
Massachusetts
$3.45M -$94.7K -2,269 -3%
RCM
1021
RNC Capital Management
California
$3.45M -$127K -3,054 -4%
BMC
1022
Beaton Management Company
Massachusetts
$3.44M -$4.17K -100 -0.1%
CW
1023
CreativeOne Wealth
Kansas
$3.44M -$1.12M -26,750 -25%
MWM
1024
Modera Wealth Management
New Jersey
$3.42M -$162K -3,877 -5%
CAM
1025
Cidel Asset Management
Ontario, Canada
$3.42M -$175K -4,192 -5%
39 40
41
42 43