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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 %
HH
1201
Hilltop Holdings
Texas
$2.24M +$78.4K +1,879 +4%
KIG
1202
Kennedy Investment Group
New Jersey
$2.24M -$11.4K -272 -0.5%
AG
1203
AlTi Global
New York
$2.23M +$81.2K +1,946 +4%
BFG
1204
Beacon Financial Group
Texas
$2.22M -$2K -48 -0.1%
JWM
1205
Jeppson Wealth Management
California
$2.22M -$18.1K -434 -0.8%
HWA
1206
HCR Wealth Advisors
California
$2.21M +$584 +14 +0%
UWPG
1207
Ullmann Wealth Partners Group
Florida
$2.21M +$35.1K +842 +2%
HCCM
1208
Hudson Canyon Capital Management
New York
$2.21M +$92.9K +2,226 +4%
CLA
1209
Carnegie Lake Advisors
New Jersey
$2.21M +$5.51K +132 +0.3%
NAM
1210
NTV Asset Management
West Virginia
$2.21M +$12.6K +301 +0.6%
Jane Street
1211
Jane Street
New York
$2.2M -$103M -2,463,832 -98%
AHC
1212
Adell Harriman & Carpenter
Texas
$2.2M +$235K +5,631 +12%
HC
1213
Hourglass Capital
Texas
$2.2M +$245K +5,860 +13%
SC
1214
Savoie Capital
Illinois
$2.2M – – –
DL
1215
DOHJ LLC
Washington
$2.19M -$38.4K -919 -2%
LC
1216
Lindbrook Capital
California
$2.18M -$272K -6,509 -11%
BCM
1217
Birmingham Capital Management
Alabama
$2.18M -$440K -10,550 -17%
Bank Julius Baer & Co
1218
Bank Julius Baer & Co
Switzerland
$2.18M +$201K +4,823 +10%
AIIMS
1219
Analyst IMS Investment Management Services
Israel
$2.18M +$814K +19,509 +60%
RFN
1220
RDA Financial Network
Iowa
$2.18M +$104K +2,496 +5%
LWM
1221
LJI Wealth Management
Indiana
$2.17M -$31K -743 -1%
RA
1222
Ransom Advisory
Rhode Island
$2.17M +$2.17M +51,949 New
JFG
1223
Jefferies Financial Group
New York
$2.16M -$4.17M -99,888 -66%
ECM
1224
Exchange Capital Management
Michigan
$2.15M -$100K -2,396 -4%
LA
1225
LM Advisors
California
$2.15M -$20.7K -497 -1%
47 48
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