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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 %
BC
1401
Bridgefront Capital
Texas
$1.58M +$1.58M +37,914 New
AS
1402
Altshuler Shaham
Israel
$1.58M – – –
SWM
1403
SeaCrest Wealth Management
New York
$1.58M -$68.8K -1,649 -4%
MBTD
1404
Mechanics Bank - Trust Department
California
$1.58M +$286K +6,854 +22%
MG
1405
Mather Group
Illinois
$1.57M +$108K +2,582 +7%
VWM
1406
VCI Wealth Management
Missouri
$1.57M -$12.7K -304 -0.8%
CAS
1407
Coppell Advisory Solutions
Texas
$1.57M -$322K -8,064 -17%
HCM
1408
Howland Capital Management
Massachusetts
$1.57M -$626 -15 -0%
SC
1409
Schulhoff & Co
Ohio
$1.57M -$9.89K -237 -0.6%
CCWA
1410
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.57M +$231K +5,528 +17%
SFG
1411
Sovereign Financial Group
Connecticut
$1.56M -$8.22K -197 -0.5%
KJWM
1412
Kiley Juergens Wealth Management
Washington
$1.56M -$66.4K -1,592 -4%
AI
1413
Arvest Investments
Arkansas
$1.55M -$298K -7,153 -16%
ST
1414
Smithfield Trust
Pennsylvania
$1.54M -$61.3K -1,468 -4%
KCFA
1415
Key Client Fiduciary Advisors
New Jersey
$1.54M -$12.9K -310 -0.8%
NI
1416
NCP Inc
California
$1.54M +$417 +10 +0%
BCG
1417
Breakwater Capital Group
New Jersey
$1.54M -$42.7K -1,023 -3%
PCS
1418
Personal CFO Solutions
New Jersey
$1.54M +$116K +2,779 +8%
AL
1419
Aspiriant LLC
California
$1.54M +$22.8K +547 +2%
WI
1420
WrapManager Inc
California
$1.54M -$727K -17,420 -32%
BAM
1421
Bayview Asset Management
Florida
$1.54M +$1.54M +36,800 New
IA
1422
IFG Advisory
Georgia
$1.53M +$191K +4,582 +14%
BC
1423
Burney Company
Virginia
$1.53M -$370K -8,874 -19%
BEC
1424
Blue Edge Capital
Virginia
$1.53M – – –
AF
1425
AGP Franklin
Tennessee
$1.52M +$184K +4,840 +14%
55 56
57
58 59