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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 %
BHPW
1551
Beverly Hills Private Wealth
California
$1.22M -$125 -3 -0%
SG
1552
StoneX Group
New York
$1.22M -$52.9K -1,267 -4%
NLP
1553
Next Level Private
New York
$1.22M -$3.13K -75 -0.3%
WA
1554
Wealth Architects
California
$1.22M +$8.01K +192 +0.7%
LA
1555
LVW Advisors
New York
$1.22M -$102K -2,455 -8%
AAM
1556
Augustine Asset Management
Florida
$1.21M +$44.8K +1,073 +4%
AFP
1557
Ausdal Financial Partners
Iowa
$1.21M +$354K +8,495 +41%
LHC
1558
Little House Capital
Massachusetts
$1.21M -$8.64K -207 -0.7%
PMA
1559
Prudent Man Advisors
Illinois
$1.21M +$32.9K +789 +3%
CHAM
1560
Clear Harbor Asset Management
Connecticut
$1.21M +$60.7K +1,455 +5%
CGH
1561
CMG Global Holdings
Texas
$1.21M -$698K -17,627 -37%
HGA
1562
Hobbs Group Advisors
South Carolina
$1.21M +$3.84K +92 +0.3%
SM
1563
Sweeney & Michel
California
$1.2M +$1.2M +34,343 New
AA
1564
Apriem Advisors
California
$1.2M +$4.88K +117 +0.4%
CWM
1565
Chesapeake Wealth Management
Virginia
$1.2M +$24.5K +586 +2%
DE
1566
Diversified Enterprises
Delaware
$1.19M +$242K +5,790 +25%
YDMI
1567
Y.D. More Investments
Israel
$1.19M +$41.4K +993 +4%
MSWM
1568
McGlone Suttner Wealth Management
Wisconsin
$1.19M +$113K +2,706 +10%
VFA
1569
Voya Financial Advisors
Connecticut
$1.18M +$11.5K +279 +1%
SS
1570
Sunbelt Securities
Texas
$1.18M -$56.9K -1,364 -5%
AWM
1571
Aviso Wealth Management
Washington
$1.18M +$63.5K +1,521 +6%
KFGK
1572
Keystone Financial Group (Kentucky)
Kentucky
$1.18M -$53.6K -1,284 -4%
PP
1573
PDS Planning
Ohio
$1.18M +$79.8K +1,913 +7%
CWP
1574
Cyndeo Wealth Partners
Florida
$1.18M -$32.8K -786 -3%
BCM
1575
Buckhead Capital Management
Georgia
$1.17M -$2.34K -56 -0.2%
61 62
63
64 65