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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 %
PA
1251
Probity Advisors
Texas
$2.07M +$82.3K +1,973 +4%
QIM
1252
Quantitative Investment Management
Virginia
$2.06M -$1.23M -29,469 -37%
CD
1253
Chapin Davis
Maryland
$2.06M -$11.7K -281 -0.6%
CSIC
1254
Clifford Swan Investment Counsel
California
$2.05M -$31.5K -754 -2%
PVM
1255
Palogic Value Management
Texas
$2.05M +$110K +2,641 +6%
FDS
1256
First Dallas Securities
Texas
$2.05M -$25.5K -610 -1%
HKAM
1257
Horizon Kinetics Asset Management
New York
$2.04M -$11.5K -275 -0.6%
AC
1258
Avestar Capital
New York
$2.04M +$138K +3,312 +7%
GF
1259
Gries Financial
Ohio
$2.04M -$172K -4,116 -8%
WIM
1260
Wittenberg Investment Management
Massachusetts
$2.03M -$209K -5,000 -9%
NL
1261
NVWM LLC
Pennsylvania
$2.03M +$14.3K +342 +0.7%
MP
1262
McDonald Partners
Ohio
$2.03M -$49.9K -1,194 -2%
UBP
1263
Union Bancaire Privee
Switzerland
$2.02M -$708K -17,230 -26%
EM
1264
Excalibur Management
Massachusetts
$2.01M +$27K +648 +1%
FAM
1265
Formidable Asset Management
Ohio
$2.01M -$244K -5,855 -11%
HA
1266
Herold Advisors
New York
$2M +$131K +3,132 +7%
CFG
1267
Cooper Financial Group
California
$2M +$146K +3,502 +8%
AA
1268
Altman Advisors
Illinois
$1.99M +$36.1K +905 +2%
AWA
1269
Aaron Wealth Advisors
Illinois
$1.98M +$16.9K +406 +0.9%
BHBT
1270
Burke & Herbert Bank & Trust
Virginia
$1.98M +$50.1K +1,200 +3%
JF
1271
Jump Financial
Illinois
$1.98M -$598K -14,338 -23%
PWMG
1272
Prestige Wealth Management Group
New Jersey
$1.97M -$11.6K -279 -0.6%
PWM
1273
Palumbo Wealth Management
New York
$1.97M +$322K +7,714 +20%
BWM
1274
Buckley Wealth Management
Nevada
$1.97M -$21.6K -518 -1%
RFA
1275
Register Financial Advisors
Georgia
$1.97M +$12.2K +292 +0.6%
49 50
51
52 53