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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 %
FFA
1576
Florida Financial Advisors
Florida
$1.17M +$438K +10,519 +60%
NFTC
1577
North Forty Two & Co
Oregon
$1.17M -$20.9K -500 -2%
BFG
1578
Bouchey Financial Group
New York
$1.17M -$7.51K -180 -0.6%
VWM
1579
Venturi Wealth Management
Texas
$1.17M +$54.2K +1,299 +5%
CCG
1580
Coastwise Capital Group
California
$1.17M -$539K -12,917 -32%
IIA
1581
Integral Investment Advisors
California
$1.17M +$27.5K +660 +2%
CCWM
1582
Cassaday & Co Wealth Management
Virginia
$1.16M +$6.09K +146 +0.5%
PCMK
1583
Paragon Capital Management (Kansas)
Kansas
$1.16M -$48.1K -1,152 -4%
WG
1584
Welch Group
Alabama
$1.16M -$276K -6,689 -19%
SPP
1585
Single Point Partners
Massachusetts
$1.15M +$869K +20,827 +306%
LWM
1586
Liberty Wealth Management
California
$1.15M +$22.9K +548 +2%
HCM
1587
Horrell Capital Management
Arkansas
$1.15M +$7.22K +173 +0.6%
MPPW
1588
Mitchell & Pahl Private Wealth
Oklahoma
$1.14M -$4.88K -117 -0.4%
SFA
1589
Souders Financial Advisors
Ohio
$1.14M -$303K -7,253 -21%
BCM
1590
BluePath Capital Management
Georgia
$1.14M +$53.6K +1,285 +5%
HI
1591
Hendershot Investments
Virginia
$1.14M – – –
RRCM
1592
Rappaport Reiches Capital Management
Illinois
$1.14M +$61.8K +1,482 +6%
GC
1593
GFG Capital
Florida
$1.14M -$1.59K -38 -0.1%
HWA
1594
Heritage Wealth Advisors
Virginia
$1.13M -$22K -528 -2%
SIA
1595
Strategic Investment Advisors
Michigan
$1.13M +$33.8K +810 +3%
NAS
1596
Nicolet Advisory Services
Wisconsin
$1.13M -$14.3K -398 -1%
SIC
1597
Samalin Investment Counsel
New York
$1.13M -$6.34K -152 -0.6%
BFA
1598
Buttonwood Financial Advisors
Maryland
$1.13M -$57.3K -1,372 -5%
TAM
1599
Titleist Asset Management
Texas
$1.13M +$30.1K +721 +3%
GWM
1600
Greenwich Wealth Management
Connecticut
$1.13M -$115K -2,752 -9%
62 63
64
65 66