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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 %
CGL
1026
Clarius Group LLC
Washington
$3.41M +$757K +18,137 +29%
RC
1027
Roundview Capital
New Jersey
$3.41M -$18.2K -437 -0.5%
AIM
1028
Anchor Investment Management
South Carolina
$3.4M +$2.34K +56 +0.1%
SIA
1029
SeaBridge Investment Advisors
New Jersey
$3.39M +$1.29M +30,798 +61%
WJWM
1030
Williams Jones Wealth Management
New York
$3.37M -$41.7K -1,000 -1%
AW
1031
Alteri Wealth
California
$3.36M -$40.5K -971 -1%
IFWM
1032
Institute for Wealth Management
Colorado
$3.33M +$5.34K +128 +0.2%
KWA
1033
Kingswood Wealth Advisors
California
$3.33M -$207K -4,962 -6%
IAS
1034
Insigneo Advisory Services
Florida
$3.33M -$327K -7,831 -9%
PCA
1035
Peddock Capital Advisors
Massachusetts
$3.32M +$8.68K +208 +0.3%
LWMM
1036
Legacy Wealth Management (Mississippi)
Mississippi
$3.29M -$15.6K -375 -0.5%
AWA
1037
Arete Wealth Advisors
Illinois
$3.29M +$401K +10,292 +14%
PSC
1038
Portman Square Capital
United Kingdom
$3.28M +$3.28M +78,649 New
NW
1039
Naviter Wealth
Arkansas
$3.28M +$68.2K +1,654 +2%
RT
1040
Rockland Trust
Massachusetts
$3.27M -$1.51M -36,167 -32%
PPW
1041
Parcion Private Wealth
Washington
$3.27M +$11.2K +268 +0.3%
UB
1042
Umpqua Bank
Oregon
$3.27M +$183K +4,377 +6%
PWCM
1043
Processus Wealth & Capital Management
Tennessee
$3.23M +$32.1K +769 +1%
CCA
1044
Checchi Capital Advisers
California
$3.22M +$126K +3,012 +4%
PA
1045
Procyon Advisors
Connecticut
$3.21M +$793K +18,998 +33%
SWP
1046
Sagespring Wealth Partners
Tennessee
$3.21M +$279K +6,694 +10%
TAM
1047
Trust Asset Management
Texas
$3.21M -$128K -3,056 -4%
HSA
1048
HBK Sorce Advisory
Pennsylvania
$3.2M +$159K +3,821 +5%
SCP
1049
Shorepoint Capital Partners
Massachusetts
$3.2M +$39.4K +943 +1%
SAG
1050
SageView Advisory Group
California
$3.18M +$259K +6,203 +9%
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42
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