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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 %
SAW
1426
Signal Advisors Wealth
Michigan
$1.52M +$109K +2,613 +8%
GAG
1427
GM Advisory Group
New York
$1.52M +$50.2K +1,204 +3%
FCA
1428
FLC Capital Advisors
California
$1.52M -$41.7K -999 -3%
GWMR
1429
GC Wealth Management RIA
Massachusetts
$1.52M +$26.2K +629 +2%
PPWP
1430
Proquility Private Wealth Partners
Nevada
$1.52M -$37K -886 -2%
SW
1431
SkyOak Wealth
Michigan
$1.52M -$12.1K -290 -0.8%
PPW
1432
Pasadena Private Wealth
California
$1.51M +$115K +2,759 +8%
TF
1433
TLWM Financial
Texas
$1.51M +$7.68K +184 +0.5%
LSPW
1434
Lake Street Private Wealth
Illinois
$1.51M -$34.3K -822 -2%
TCPG
1435
Trivant Custom Portfolio Group
California
$1.51M -$2.16M -51,751 -59%
GITFIT
1436
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.51M -$633K -15,179 -30%
EWA
1437
EverSource Wealth Advisors
Alabama
$1.5M -$604K -14,479 -29%
CFD
1438
Creative Financial Designs
Indiana
$1.5M -$5.08M -121,808 -77%
RAM
1439
Ramirez Asset Management
New York
$1.5M -$257K -6,166 -15%
HFM
1440
Harvest Fund Management
China
$1.5M +$121K +2,906 +9%
CHJWM
1441
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.49M +$37 +1 +0%
FFO
1442
Fiduciary Family Office
Florida
$1.48M +$1.48M +35,569 New
ACGA
1443
Atlanta Consulting Group Advisors
Georgia
$1.48M +$775K +18,580 +110%
AR
1444
Advisory Research
Illinois
$1.48M -$70.2K -1,682 -5%
CFGW
1445
Chancellor Financial Group WB
Pennsylvania
$1.47M -$36K -862 -2%
BFA
1446
Brown Financial Advisors
Ohio
$1.47M +$151K +3,629 +11%
KFA
1447
Kelleher Financial Advisors
New York
$1.47M -$25.5K -610 -2%
MC
1448
Mathes Company
New York
$1.47M -$70.9K -1,700 -5%
MCM
1449
Mill Capital Management
North Carolina
$1.47M +$29.1K +697 +2%
IA
1450
IFC Advisors
California
$1.47M -$1.59K -38 -0.1%
56 57
58
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