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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 %
LCM
1776
Leisure Capital Management
California
$841K – – –
LBC
1777
Leigh Baldwin & Co
New York
$840K -$13.2K -316 -2%
EFA
1778
Evernest Financial Advisors
Indiana
$840K +$77.3K +1,853 +10%
WPA
1779
West Paces Advisors
Georgia
$840K – – –
HAG
1780
HF Advisory Group
Maryland
$839K +$42.7K +1,023 +5%
SCM
1781
Steele Capital Management
Iowa
$839K -$55.5K -1,330 -6%
SIA
1782
Soltis Investment Advisors
Utah
$839K +$41.3K +989 +5%
TF
1783
Tudor Financial
Ohio
$836K -$8.6K -206 -1%
WC
1784
Westhampton Capital
North Carolina
$836K – – –
LAIC
1785
Lederer & Associates Investment Counsel
California
$835K – – –
CCC
1786
Chelsea Counsel Company
California
$835K – – –
MA
1787
MSA Advisors
California
$835K – – –
BCM
1788
BTC Capital Management
Iowa
$835K – – –
CCI
1789
Credit Capital Investments
New Jersey
$835K – – –
CC
1790
Chicago Capital
Illinois
$833K +$186K +4,450 +29%
OC
1791
Opinicus Capital
Florida
$832K -$5.3K -127 -0.6%
BOJHT
1792
Bank of Jackson Hole Trust
Wyoming
$832K +$11.8K +257 +1%
IWA
1793
Inspirion Wealth Advisors
Illinois
$832K +$55K +1,319 +7%
HAM
1794
Harmony Asset Management
Arizona
$832K +$150K +3,595 +22%
AI
1795
Atom Investors
Texas
$831K -$3.65M -87,461 -81%
BIM
1796
Baldwin Investment Management
Pennsylvania
$830K -$835 -20 -0.1%
EWA
1797
Evolution Wealth Advisors
Florida
$829K +$829K +19,869 New
FFO
1798
Fortitude Family Office
Arizona
$828K -$137K -3,290 -14%
EPAM
1799
Evelyn Partners Asset Management
$828K +$828K +595 New
SIA
1800
SkyView Investment Advisors
New Jersey
$823K +$67.9K +1,626 +9%
70 71
72
73 74