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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 %
ICP
1051
Ironvine Capital Partners
Nebraska
$3.18M – – –
BCM
1052
Bayesian Capital Management
New York
$3.15M +$3.15M +75,400 New
WAAG
1053
Wealth Alliance Advisory Group
Kansas
$3.13M -$292K -6,998 -9%
PTC
1054
Private Trust Company
Ohio
$3.12M -$88.8K -2,128 -3%
SBIA
1055
Sheaff Brock Investment Advisors
Indiana
$3.12M -$167 -4 -0%
SVWAG
1056
Sound View Wealth Advisors Group
Georgia
$3.12M +$151K +3,624 +5%
CRIG
1057
Charter Research & Investment Group
Connecticut
$3.09M +$20.9K +500 +0.7%
SACTSONJ
1058
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.09M – – –
SWM
1059
Spire Wealth Management
Virginia
$3.08M +$141K +3,371 +5%
EWM
1060
Evercore Wealth Management
New York
$3.08M -$548K -13,129 -15%
SAM
1061
Smartleaf Asset Management
Massachusetts
$3.08M +$344K +8,351 +13%
TBA
1062
Tower Bridge Advisors
Pennsylvania
$3.07M +$45K +1,078 +1%
PNC
1063
Park National Corp
Ohio
$3.07M -$281K -6,744 -8%
MSFS
1064
Main Street Financial Solutions
Pennsylvania
$3.06M -$40.5K -970 -1%
BB
1065
Berkshire Bank
Massachusetts
$3.05M -$40.7K -975 -1%
HIC
1066
Holderness Investments Company
North Carolina
$3.03M +$6.43K +154 +0.2%
JIP
1067
Jaffetilchin Investment Partners
Florida
$3M +$27.6K +662 +0.9%
AAS
1068
Annex Advisory Services
Wisconsin
$2.99M +$2.64M +63,351 +766%
NL
1069
NWAM LLC
Washington
$2.99M -$11.4K -273 -0.4%
ACM
1070
Advisors Capital Management
New Jersey
$2.98M -$88.9K -2,130 -3%
OWIM
1071
Old West Investment Management
California
$2.98M +$2.08M +49,908 +233%
GIM
1072
Guardian Investment Management
California
$2.97M -$125K -3,000 -4%
PWMAG
1073
Pinnacle Wealth Management Advisory Group
New Jersey
$2.97M +$144K +3,462 +5%
TW
1074
TritonPoint Wealth
Maryland
$2.97M -$25.6K -613 -0.9%
TSWM
1075
Triangle Securities Wealth Management
North Carolina
$2.96M -$67.1K -1,607 -2%
41 42
43
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