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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 %
AA
1501
Advisory Alpha
Michigan
$1.34M +$146K +3,506 +12%
MIS
1502
Morningstar Investment Services
Illinois
$1.34M -$1.26M -30,293 -49%
DF
1503
Dunhill Financial
United Kingdom
$1.33M -$15.1K -363 -1%
WA
1504
Wealth Alliance
New York
$1.33M +$259K +6,218 +24%
CWP
1505
Curated Wealth Partners
California
$1.33M -$23.2K -556 -2%
AWE
1506
Avidian Wealth Enterprises
Texas
$1.32M +$10.3K +248 +0.8%
CI
1507
CX Institutional
Indiana
$1.32M -$60.8K -1,457 -4%
SFI
1508
SPC Financial Inc
Maryland
$1.32M -$12K -287 -0.9%
SAI
1509
Savvy Advisors Inc
New York
$1.32M +$704K +16,863 +114%
CTA
1510
Colonial Trust Advisors
South Carolina
$1.32M -$16K -384 -1%
ICA
1511
Infrastructure Capital Advisors
New York
$1.32M -$201K -4,820 -13%
MPW
1512
Monterey Private Wealth
California
$1.32M -$91.3K -2,188 -6%
GWP
1513
Gateway Wealth Partners
Wisconsin
$1.32M -$321K -7,682 -20%
JSW
1514
Journey Strategic Wealth
New Jersey
$1.32M +$5.38K +129 +0.4%
CRI
1515
Colonial River Investments
Virginia
$1.31M -$464K -11,113 -26%
TWP
1516
Tempus Wealth Planning
California
$1.31M +$2.13K +51 +0.2%
STA
1517
Smith Thornton Advisors
Alabama
$1.31M -$5.84K -140 -0.4%
TWP
1518
Triad Wealth Partners
Kansas
$1.31M +$865K +20,729 +195%
GCM
1519
Gladius Capital Management
Illinois
$1.31M +$20.3K +487 +2%
NP
1520
Nilsine Partners
Colorado
$1.3M -$23K -550 -2%
CBTWT
1521
Community Bank & Trust (Waco, Texas)
Texas
$1.3M -$8.35K -200 -0.6%
CWP
1522
Concord Wealth Partners
Virginia
$1.3M +$42.4K +1,017 +3%
ACM
1523
Accent Capital Management
Ohio
$1.29M – – –
FNBTCON
1524
First National Bank & Trust Co of Newtown
Pennsylvania
$1.29M -$64.1K -1,536 -5%
APW
1525
Aurora Private Wealth
New Jersey
$1.29M +$3.88K +93 +0.3%
59 60
61
62 63