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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 %
MC
1651
Machina Capital
France
$1.02M +$495K +11,858 +95%
KFS
1652
Keynote Financial Services
Connecticut
$1.02M -$8.35K -200 -0.8%
FMB
1653
Field & Main Bank
Kentucky
$1.02M -$12.5K -300 -1%
SC
1654
Sepio Capital
Utah
$1.02M -$278K -6,662 -21%
MA
1655
MJP Associates
Connecticut
$1.01M -$61.3K -1,468 -6%
FIM
1656
Freedom Investment Management
Connecticut
$1.01M -$215K -5,144 -17%
SPF
1657
South Plains Financial
Texas
$1.01M -$20K -479 -2%
GCA
1658
Gallagher Capital Advisors
Texas
$1.01M -$21.2K -507 -2%
GSWM
1659
Golden State Wealth Management
California
$1.01M +$73.7K +1,765 +8%
AWC
1660
Abundance Wealth Counselors
Pennsylvania
$1.01M +$31.8K +762 +3%
FCAS
1661
First Command Advisory Services
Texas
$1.01M -$64.4K -1,544 -6%
GFG
1662
Goldstone Financial Group
Illinois
$1.01M +$222K +5,330 +28%
MCWA
1663
Meadow Creek Wealth Advisors
Georgia
$1M -$713K -17,094 -42%
CNTOF
1664
Canandaigua National Trust of Florida
New York
$1M -$36.6K -877 -4%
GAMC
1665
Garner Asset Management Corp
Texas
$1M -$105K -2,517 -9%
CCP
1666
Clough Capital Partners
Massachusetts
$1M – – –
HAM
1667
Hedges Asset Management
Nevada
$1M – – –
MAM
1668
McLean Asset Management
Virginia
$1M -$36.3K -1,037 -4%
CAM
1669
Covenant Asset Management
New Jersey
$999K – – –
PWM
1670
Prosperity Wealth Management
California
$998K +$998K +23,923 New
AI
1671
Accredited Investors
Minnesota
$998K +$5.68K +136 +0.6%
CA
1672
Cornerstone Advisory
Maryland
$996K +$21.4K +523 +2%
DA
1673
Denali Advisors
California
$993K – – –
LBC
1674
Lowe Brockenbrough & Co
Virginia
$991K +$2.09K +50 +0.2%
CPA
1675
Court Place Advisors
Maryland
$989K +$11.6K +277 +1%
65 66
67
68 69