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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 %
BI
1351
Ballast Inc
Kentucky
$1.7M +$1.21K +29 +0.1%
WCM
1352
Weaver Capital Management
Georgia
$1.7M +$114K +2,738 +7%
SFP
1353
Shepherd Financial Partners
Massachusetts
$1.69M +$57.6K +1,380 +4%
BB
1354
Busey Bank
Illinois
$1.68M -$15.4K -369 -0.9%
HCM
1355
HMS Capital Management
Tennessee
$1.68M +$1.46M +41,168 +674%
SIAG
1356
Safeguard Investment Advisory Group
California
$1.68M +$67K +1,605 +4%
HP
1357
Hikari Power
Japan
$1.68M – – –
BMA
1358
Brooks Moore & Associates
Tennessee
$1.68M -$16.7K -400 -1%
GSB
1359
Greenfield Savings Bank
Massachusetts
$1.68M +$10.9K +262 +0.7%
PWP
1360
Precedent Wealth Partners
Texas
$1.68M +$246K +5,898 +17%
LCGC
1361
Legacy Capital Group California
California
$1.67M +$705K +16,886 +73%
BBI
1362
Baxter Bros Inc
Connecticut
$1.67M +$51.3K +1,230 +3%
BOC
1363
Barbara Oil Co
Illinois
$1.67M – – –
MFWP
1364
Mosaic Family Wealth Partners
Missouri
$1.67M +$106K +2,531 +7%
KF
1365
Krilogy Financial
Missouri
$1.67M +$258K +6,194 +18%
CC
1366
Centiva Capital
New York
$1.66M +$566K +13,559 +52%
MWM
1367
MFG Wealth Management
Indiana
$1.66M +$6.39K +153 +0.4%
KP
1368
Keel Point
Alabama
$1.66M +$145K +3,479 +10%
EWA
1369
Etesian Wealth Advisors
Oregon
$1.66M -$117K -2,813 -7%
CWC
1370
Carolinas Wealth Consulting
North Carolina
$1.65M -$45.8K -1,098 -3%
SIG
1371
Stonegate Investment Group
Alabama
$1.65M +$134K +3,219 +9%
BFO
1372
Biltmore Family Office
North Carolina
$1.65M +$37.7K +904 +2%
SOS
1373
Silver Oak Securities
Tennessee
$1.65M -$97.2K -2,357 -6%
DSC
1374
Duncker Streett & Co
Missouri
$1.64M -$149K -3,579 -8%
IIC
1375
Integrated Investment Consultants
Michigan
$1.64M -$1.26M -30,145 -43%
53 54
55
56 57