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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 %
OA
1751
Operose Advisors
Wisconsin
$872K +$93K +2,229 +12%
WJA
1752
Willis Johnson & Associates
Texas
$870K +$7.09K +170 +0.8%
PA
1753
PFW Advisors
Georgia
$868K – – –
SCI
1754
Stableford Capital II
Arizona
$866K -$23.1K -617 -3%
FFP
1755
FourThought Financial Partners
Florida
$864K -$8.47K -203 -1%
CPA
1756
Capital Planning Advisors
California
$863K +$156K +3,737 +22%
CPCM
1757
Cardinal Point Capital Management
Ontario, Canada
$861K +$861K +20,641 New
APC
1758
Aspire Private Capital
North Carolina
$860K +$1.46K +35 +0.2%
QI
1759
QV Investors
Alberta, Canada
$859K -$5.12M -122,660 -86%
FWCM
1760
Ferguson Wellman Capital Management
Oregon
$859K +$260K +6,226 +43%
DCM
1761
Driehaus Capital Management
Illinois
$859K -$210K -5,037 -20%
ARC
1762
Advisor Resource Council
Texas
$856K +$856K +21,205 New
CAM
1763
Councilmark Asset Management
Tennessee
$854K – – –
MWP
1764
Meriwether Wealth & Planning
Louisiana
$853K +$120K +2,868 +16%
PGWM
1765
Parisi Gray Wealth Management
New Jersey
$853K +$2.13K +51 +0.3%
CF
1766
Copperwynd Financial
Arizona
$852K +$22.3K +534 +3%
WDA
1767
Wendell David Associates
New Hampshire
$851K – – –
PCA
1768
Purkiss Capital Advisors
Connecticut
$851K +$340K +8,152 +67%
OFW
1769
Omnia Family Wealth
Florida
$849K +$55.3K +1,325 +7%
FC
1770
Farringdon Capital
United Kingdom
$849K +$849K +20,343 New
CAM
1771
Columbia Asset Management
Michigan
$849K -$73.3K -1,757 -8%
PFW
1772
Petros Family Wealth
Minnesota
$848K +$149K +3,575 +21%
CCM
1773
Crew Capital Management
Ohio
$845K +$4.17K +100 +0.5%
MFGM
1774
Marshall Financial Group (Maryland)
Maryland
$842K -$21K -504 -2%
KCM
1775
Kanawha Capital Management
Virginia
$841K +$19.8K +475 +2%
69 70
71
72 73