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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 %
BWA
1701
Beam Wealth Advisors
Louisiana
$952K +$19.1K +458 +2%
T
1702
Transce3nd
Texas
$951K -$31.6K -759 -3%
AG
1703
Algert Global
California
$950K +$75.1K +1,800 +9%
PGWM
1704
Pitti Group Wealth Management
New York
$949K +$1.17K +28 +0.1%
IA
1705
Insight Advisors
Pennsylvania
$945K +$4.13K +99 +0.4%
RL
1706
Rogco LP
Oklahoma
$944K +$126K +3,012 +15%
ST
1707
Sentinel Trust
Texas
$944K -$221K -5,285 -19%
WE
1708
Wealth Effects
Massachusetts
$940K +$33.2K +796 +4%
NGA
1709
Naples Global Advisors
Florida
$936K -$8.51K -204 -0.9%
RWB
1710
RMR Wealth Builders
New Jersey
$936K -$93.8K -2,247 -9%
ATS
1711
Ashton Thomas Securities
New York
$934K +$2.76K +66 +0.3%
WP
1712
Westmount Partners
California
$933K -$3.38K -81 -0.4%
MPI
1713
Mairs & Power Inc
Minnesota
$932K -$10.4K -250 -1%
RBFC
1714
Roman Butler Fullerton & Co
Missouri
$930K +$16.8K +442 +2%
CA
1715
Continuum Advisory
Idaho
$926K +$229K +5,489 +33%
JAFL
1716
Jay A. Fishman Ltd
Michigan
$924K – – –
FAIM
1717
Financial Advocates Investment Management
Washington
$920K -$357K -8,552 -28%
FFM
1718
Fullerton Fund Management
Singapore
$918K +$918K +21,991 New
FPWM
1719
FSB Premier Wealth Management
Iowa
$918K +$83.5K +2,002 +10%
TCM
1720
Traynor Capital Management
Pennsylvania
$917K +$10.1K +242 +1%
CIA
1721
Citadel Investment Advisory
Ohio
$914K – – –
SIS
1722
Sound Income Strategies
Florida
$913K -$53.2K -1,276 -6%
CCM
1723
CAAS Capital Management
New York
$913K -$89K -2,133 -9%
EWM
1724
Edge Wealth Management
New York
$911K -$20.8K -499 -2%
CC
1725
Callan Capital
California
$911K +$9.89K +237 +1%
67 68
69
70 71