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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 %
SSW
1176
Smith Shellnut Wilson
Mississippi
$2.34M – – –
WPC
1177
Wedmont Private Capital
Pennsylvania
$2.34M -$45.5K -1,265 -2%
WTB
1178
Washington Trust Bank
Washington
$2.33M +$44.6K +1,069 +2%
AGC
1179
Aspen Grove Capital
Colorado
$2.33M +$22.8K +547 +1%
HCP
1180
Hexagon Capital Partners
Arkansas
$2.31M -$90.9K -2,178 -4%
V
1181
ViaWealth
Kansas
$2.31M -$42K -1,007 -2%
GM
1182
GeoWealth Management
Illinois
$2.31M -$660K -15,807 -22%
TCBWMS
1183
Texas Capital Bank Wealth Management Services
Texas
$2.31M +$213K +5,097 +10%
APF
1184
Alaska Permanent Fund
Alaska
$2.31M – – –
AP
1185
Advisors Preferred
Maryland
$2.3M +$2.3M +55,500 New
PDL
1186
Portfolio Design Labs
California
$2.3M -$3.65M -87,351 -61%
QWM
1187
Quadcap Wealth Management
Texas
$2.29M -$33.7K -808 -1%
CCP
1188
Clarkston Capital Partners
Michigan
$2.28M – – –
APG
1189
Abacus Planning Group
South Carolina
$2.28M +$87K +2,084 +4%
RIA
1190
Regal Investment Advisors
Michigan
$2.27M -$1.01M -24,250 -31%
OWA
1191
Octavia Wealth Advisors
Ohio
$2.27M +$47.8K +1,146 +2%
FCCM
1192
First City Capital Management
Georgia
$2.27M -$284K -6,801 -11%
LI
1193
Lafayette Investments
Maryland
$2.26M -$41.3K -989 -2%
MMPW
1194
Mitchell McLeod Pugh & Williams
Alabama
$2.26M +$43.3K +1,038 +2%
AAS
1195
Ameritas Advisory Services
Nebraska
$2.26M +$17.8K +415 +0.8%
SWA
1196
Stratos Wealth Advisors
Ohio
$2.26M -$189K -4,520 -8%
NDSI
1197
Newman Dignan & Sheerar Inc
Rhode Island
$2.25M -$12.6K -303 -0.6%
BFA
1198
Bragg Financial Advisors
North Carolina
$2.25M +$272K +6,510 +14%
FCI
1199
Financial Counselors Inc
Kansas
$2.25M -$159K -3,802 -7%
FWP
1200
FAS Wealth Partners
Kansas
$2.24M -$16K -384 -0.7%
46 47
48
49 50