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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 %
ACP
1451
Aviance Capital Partners
Florida
$1.47M -$47.9K -1,148 -3%
ACG
1452
Allen Capital Group
Nebraska
$1.47M +$52.7K +1,264 +4%
CASB
1453
Cape Ann Savings Bank
Massachusetts
$1.46M -$9.6K -230 -0.7%
MWM
1454
Meridian Wealth Management
Kentucky
$1.46M +$133K +3,185 +10%
OWM
1455
Orca Wealth Management
Florida
$1.46M -$1.92K -46 -0.1%
MIA
1456
MeadowBrook Investment Advisors
Michigan
$1.45M -$16.7K -400 -1%
AIM
1457
Aspen Investment Management
Michigan
$1.45M +$15.4K +370 +1%
CP
1458
Canopy Partners
Ohio
$1.45M +$61.7K +1,479 +4%
WMA
1459
Wealth Management Associates
New Jersey
$1.45M -$459 -11 -0%
JWWM
1460
Johnson & White Wealth Management
Pennsylvania
$1.45M +$793 +19 +0.1%
CIC
1461
Cornercap Investment Counsel
Georgia
$1.45M +$1.45M +34,683 New
TPW
1462
Transatlantique Private Wealth
New York
$1.44M +$283K +6,779 +24%
FOFP
1463
Fee-Only Financial Planning
South Carolina
$1.44M -$12.5K -300 -0.9%
IWM
1464
Iams Wealth Management
Nebraska
$1.44M +$96.9K +2,321 +7%
EARNEST Partners
1465
EARNEST Partners
Georgia
$1.44M -$28.7K -688 -2%
GS
1466
GTS Securities
New York
$1.44M -$2.05M -49,130 -59%
CNAM
1467
Campbell Newman Asset Management
Wisconsin
$1.43M – – –
LI
1468
LRI Investments
Florida
$1.43M -$78.5K -1,881 -5%
PFA
1469
Pure Financial Advisors
California
$1.43M +$119K +2,858 +9%
AGWCA
1470
Annis Gardner Whiting Capital Advisors
Florida
$1.43M -$110K -2,637 -7%
WA
1471
WBH Advisory
Maryland
$1.43M +$78.3K +1,877 +6%
FHA
1472
Flagship Harbor Advisors
Massachusetts
$1.43M +$11.3K +271 +0.8%
PWPS
1473
Pinnacle Wealth Planning Services
Ohio
$1.42M +$13.9K +334 +1%
PCMN
1474
Paradigm Capital Management (Nevada)
Nevada
$1.42M -$80.3K -1,924 -5%
RP
1475
Raelipskie Partnership
Ontario, Canada
$1.42M -$4.13K -99 -0.3%
57 58
59
60 61