BAC icon

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 %
Fuller & Thaler Asset Management
1676
Fuller & Thaler Asset Management
California
$987K – – –
IP
1677
Ignite Planners
California
$983K +$311K +7,733 +46%
AA
1678
Auxano Advisors
Washington
$982K -$3.17K -76 -0.3%
LA
1679
LexAurum Advisors
Kansas
$982K +$9.47K +227 +1%
RWM
1680
Riverbend Wealth Management
South Carolina
$981K +$41.7K +999 +4%
LSA
1681
Lansing Street Advisors
Pennsylvania
$977K +$1.63K +39 +0.2%
MW
1682
MBL Wealth
North Carolina
$974K +$276K +6,616 +40%
MFG
1683
Mosaic Financial Group
Illinois
$973K -$512K -12,281 -34%
SCM
1684
Stevens Capital Management
Pennsylvania
$973K +$94.3K +2,259 +11%
SIA
1685
Schear Investment Advisers
Ohio
$973K -$15.5K -372 -2%
BOM
1686
Bank of Marin
California
$973K – – –
WF
1687
Wayfinding Financial
Washington
$971K +$5.97K +143 +0.6%
GCA
1688
Gradient Capital Advisors
California
$971K +$3.09K +74 +0.3%
OCM
1689
Orion Capital Management
California
$969K -$36.7K -879 -4%
HFRG
1690
Houlihan Financial Resource Group
Virginia
$967K +$3.09K +74 +0.3%
UCI
1691
Uncommon Cents Investing
Wisconsin
$964K -$63.6K -1,525 -6%
WA
1692
WealthTrust Axiom
Pennsylvania
$963K -$124K -2,970 -11%
CCP
1693
Cassia Capital Partners
North Carolina
$963K +$334K +7,995 +53%
MFG
1694
Menard Financial Group
Texas
$961K +$119K +2,905 +14%
SP
1695
Sarasin & Partners
United Kingdom
$960K -$292K -7,000 -23%
JFGIW
1696
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$959K +$516K +12,373 +117%
BBA
1697
BLB&B Advisors
Pennsylvania
$957K -$95.5K -2,289 -9%
AWM
1698
AllSquare Wealth Management
New York
$954K +$16.7K +400 +2%
FAI
1699
Fiduciary Advisors Inc
Missouri
$953K – – –
TA
1700
TruWealth Advisors
Louisiana
$952K -$83.5K -2,001 -8%
66 67
68
69 70