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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 %
WPC
1326
White Pine Capital
Minnesota
$1.78M – – –
GWA
1327
Gratus Wealth Advisors
Virginia
$1.78M +$459 +11 +0%
CFM
1328
Catalyst Funds Management
Australia
$1.77M -$689K -16,520 -28%
VWA
1329
Visionary Wealth Advisors
Illinois
$1.77M +$7.05K +169 +0.4%
BFW
1330
Brady Family Wealth
Missouri
$1.77M -$63K -1,509 -3%
IAS
1331
Investment Advisory Services
Texas
$1.76M +$1.75K +42 +0.1%
BTW
1332
Boston Trust Walden
Massachusetts
$1.76M +$123K +2,954 +8%
WIM
1333
Westside Investment Management
California
$1.76M +$6.21K +149 +0.4%
RCM
1334
RB Capital Management
Nevada
$1.76M +$19.2K +459 +1%
CT
1335
Coastline Trust
Rhode Island
$1.76M +$21.4K +513 +1%
SCM
1336
Sterling Capital Management
North Carolina
$1.75M +$2.92K +70 +0.2%
LAM
1337
LECAP Asset Management
United Kingdom
$1.74M +$1.74M +41,609 New
LIM
1338
Longfellow Investment Management
Massachusetts
$1.73M +$268K +6,432 +18%
EFG
1339
Ethos Financial Group
Pennsylvania
$1.73M +$1.36M +31,948 +369%
EGA
1340
E&G Advisors
Texas
$1.73M +$38.8K +930 +2%
EWA
1341
Exencial Wealth Advisors
Oklahoma
$1.73M -$24.9K -597 -1%
SSB
1342
Sandy Spring Bank
Maryland
$1.73M -$72.8K -1,745 -4%
HCM
1343
Howard Capital Management
Georgia
$1.73M -$238K -5,694 -12%
BA
1344
Bridgewater Advisors
New York
$1.73M +$22.7K +567 +1%
BIG
1345
Brookwood Investment Group
Arizona
$1.72M +$1.72M +41,117 New
MSS
1346
Mitchell Sinkler & Starr
Pennsylvania
$1.71M +$30.7K +735 +2%
BWM
1347
BigSur Wealth Management
Florida
$1.7M – – –
ADL
1348
Asset Dedication LLC
California
$1.7M +$2.55K +61 +0.1%
GFPC
1349
Global Financial Private Client
Florida
$1.7M +$7.43K +178 +0.4%
SAM
1350
Summit Asset Management
Tennessee
$1.7M +$292K +7,001 +21%
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