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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 %
SSA
1301
Sierra Summit Advisors
Nevada
$1.86M +$678K +16,237 +57%
ANTB
1302
AMG National Trust Bank
Colorado
$1.86M +$58.9K +1,412 +3%
AF
1303
Aviso Financial
Ontario, Canada
$1.85M +$56.1K +1,344 +3%
AP
1304
Appleton Partners
Massachusetts
$1.85M -$9.78M -234,360 -84%
OC
1305
Oarsman Capital
Wisconsin
$1.85M -$18.5K -443 -1%
EPIMS
1306
Evelyn Partners Investment Management Services
$1.85M +$1.85M +250 New
CCA
1307
Cobblestone Capital Advisors
New York
$1.85M -$355K -8,497 -16%
MYLI
1308
Meiji Yasuda Life Insurance
Japan
$1.85M -$113K -2,715 -6%
CFS
1309
CRA Financial Services
New Jersey
$1.84M +$36.3K +869 +2%
IAMOG
1310
Investors Asset Management of Georgia
Georgia
$1.84M -$52K -1,245 -3%
CPIG
1311
Chicago Partners Investment Group
Illinois
$1.84M -$9.5K -232 -0.5%
FHA
1312
First Horizon Advisors
Tennessee
$1.84M -$258K -6,177 -12%
MSAM
1313
Moloney Securities Asset Management
Missouri
$1.82M +$1.15M +27,484 +169%
ICM
1314
IMS Capital Management
Oregon
$1.81M -$7.26K -174 -0.4%
FSA
1315
Fort Sheridan Advisors
Illinois
$1.81M +$83 +2 +0%
MC
1316
Martin & Co
Tennessee
$1.81M +$5.38K +129 +0.3%
FWP
1317
Falcon Wealth Planning
California
$1.81M +$18.5K +443 +1%
RSWM
1318
Robertson Stephens Wealth Management
California
$1.8M -$8.11M -194,260 -82%
KAS
1319
KPP Advisory Services
Kentucky
$1.8M +$555K +13,300 +45%
PPWP
1320
Premier Path Wealth Partners
New Jersey
$1.8M -$62.6K -1,500 -3%
FPGT
1321
Financial Partners Group (Tennessee)
Tennessee
$1.8M -$181K -4,345 -9%
MMM
1322
Mendel Money Management
Illinois
$1.79M -$56.1K -1,345 -3%
EGM
1323
Engineers Gate Manager
New York
$1.79M -$4.45M -106,718 -71%
QCM
1324
Qsemble Capital Management
New York
$1.79M +$1.79M +42,914 New
PWAM
1325
Private Wealth Asset Management
Iowa
$1.78M +$1.78M +42,659 New
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