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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 %
BCWM
1226
Bartlett & Co Wealth Management
Ohio
$2.14M -$53K -1,269 -2%
TA
1227
TKG Advisors
Indiana
$2.14M +$65.2K +1,562 +3%
CA
1228
Cumberland Advisors
Florida
$2.14M +$1.63K +39 +0.1%
WC
1229
Waterloo Capital
Texas
$2.13M +$519K +12,427 +32%
SIA
1230
Schechter Investment Advisors
Michigan
$2.13M -$374K -8,951 -15%
SBH
1231
Segall Bryant & Hamill
Illinois
$2.12M -$4.01K -96 -0.2%
IP
1232
Intellectus Partners
California
$2.12M -$10.5K -251 -0.5%
GWANC
1233
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.12M +$289K +6,924 +16%
EA
1234
Ellsworth Advisors
Ohio
$2.11M +$130K +3,123 +7%
SRC
1235
Shufro Rose & Co
New York
$2.11M -$18.2K -435 -0.9%
3IP
1236
3Chopt Investment Partners
Virginia
$2.1M +$210K +5,040 +11%
TCM
1237
Teza Capital Management
Illinois
$2.1M +$789K +18,911 +60%
PWG
1238
Portside Wealth Group
Utah
$2.1M +$79.1K +1,896 +4%
BAM
1239
Belpointe Asset Management
Nevada
$2.1M +$124K +2,969 +6%
LWA
1240
Lineweaver Wealth Advisors
Ohio
$2.1M +$267K +6,392 +15%
ACM
1241
Aljian Capital Management
Nevada
$2.09M -$21.1K -506 -1%
HCM
1242
Hodges Capital Management
Texas
$2.09M -$1.49M -35,806 -42%
CAM
1243
Chou Associates Management
Ontario, Canada
$2.09M – – –
WP
1244
Waycross Partners
Kentucky
$2.09M – – –
VA
1245
VestGen Advisors
Illinois
$2.09M +$2.09M +49,985 New
RCAG
1246
Rehmann Capital Advisory Group
Michigan
$2.08M +$243K +5,814 +13%
FIA
1247
Foundations Investment Advisors
Arizona
$2.08M -$31.7K -760 -1%
Fayez Sarofim & Co
1248
Fayez Sarofim & Co
Texas
$2.08M -$1.31M -31,353 -39%
HFM
1249
Hartford Financial Management
Connecticut
$2.08M +$73.7K +1,765 +4%
MIM
1250
MTM Investment Management
South Carolina
$2.07M -$62.7K -1,510 -3%
48 49
50
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