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 %
CGF
1726
Constant Guidance Financial
Massachusetts
$910K +$910K +21,802 New
CM
1727
Cercano Management
Washington
$908K – – –
KFI
1728
Key Financial Inc
Pennsylvania
$906K -$62K -1,485 -6%
EFL
1729
ERn Financial LLC
Wisconsin
$904K -$13.2K -316 -1%
CH
1730
Cromwell Holdings
Wyoming
$902K – – –
RBWA
1731
RFG - Bristol Wealth Advisors
Massachusetts
$901K -$24.6K -589 -3%
IC
1732
Iconiq Capital
California
$901K +$107K +4,755 +14%
EB
1733
Emprise Bank
Kansas
$899K – – –
BW
1734
BIP Wealth
Georgia
$897K -$37.2K -892 -4%
PCP
1735
Proficio Capital Partners
Massachusetts
$896K +$50.6K +1,213 +6%
AFS
1736
Aft Forsyth & Sober
Florida
$895K – – –
SA
1737
Skyline Advisors
Washington
$890K +$13.1K +315 +1%
MFG
1738
Magnus Financial Group
New York
$886K +$5.09K +122 +0.6%
HPBT
1739
Hickory Point Bank & Trust
Illinois
$885K +$26.9K +645 +3%
CCIA
1740
Cherry Creek Investment Advisors
Colorado
$885K +$5.09K +122 +0.6%
CSC
1741
Caldwell Sutter Capital
California
$883K +$32.9K +788 +4%
BC
1742
Barrett & Company
Rhode Island
$882K +$167 +4 +0%
FWM
1743
Finer Wealth Management
Massachusetts
$880K -$38.4K -921 -4%
YIA
1744
YHB Investment Advisors
Connecticut
$879K +$32.1K +769 +4%
AWS
1745
Arkfeld Wealth Strategies
Nebraska
$877K -$49.2K -1,324 -5%
OPTFSNA
1746
Old Point Trust & Financial Services N A
Virginia
$876K – – –
ME
1747
McIlrath & Eck
Washington
$876K +$30.2K +723 +4%
CB
1748
Centennial Bank
Arkansas
$875K -$6.47K -155 -0.7%
TIM
1749
Tikehau Investment Management
France
$874K +$874K +20,943 New
HWMO
1750
Heritage Wealth Management (Ohio)
Ohio
$873K +$15.5K +372 +2%
68 69
70
71 72