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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 %
WFI
1826
West Family Investments
California
$794K -$68.5K -1,641 -8%
CPSC
1827
Carl P. Sherr & Co
Massachusetts
$794K +$2.42K +58 +0.3%
CCG
1828
Cypress Capital Group
Florida
$794K -$160K -3,825 -17%
JPG
1829
Jordan Park Group
California
$793K – – –
GHA
1830
GW Henssler & Associates
Georgia
$790K +$790K +18,940 New
Impax Asset Management Group
1831
Impax Asset Management Group
United Kingdom
$790K +$27.2K +651 +4%
CA
1832
Calton & Associates
Florida
$789K +$48.7K +1,166 +7%
JFA
1833
JNBA Financial Advisors
Minnesota
$789K -$4.72K -113 -0.6%
AFG
1834
Allegheny Financial Group
Pennsylvania
$786K +$37.8K +905 +5%
WA
1835
WESPAC Advisors
California
$785K -$8.85K -212 -1%
FM
1836
Foster & Motley
Ohio
$785K -$44K -1,054 -5%
VCAM
1837
Van Cleef Asset Management
Ohio
$784K -$6.34K -152 -0.8%
QC
1838
Quantessence Capital
New York
$783K -$1.65M -39,633 -68%
MFC
1839
Mechanics Financial Corp
Ohio
$783K -$2.09K -50 -0.3%
JWA
1840
JFS Wealth Advisors
Pennsylvania
$782K +$20.5K +491 +3%
WFAG
1841
Worth Financial Advisory Group
North Carolina
$781K +$6.3K +151 +0.8%
VCP
1842
Verus Capital Partners
Arizona
$780K +$2.92K +70 +0.4%
PWM
1843
Prentice Wealth Management
New York
$777K +$19.2K +460 +3%
UAG
1844
United Advisor Group
Ohio
$774K +$17.8K +426 +2%
MPWS
1845
McCarter Private Wealth Services
Massachusetts
$774K +$28.4K +680 +4%
CSA
1846
Cottage Street Advisors
Massachusetts
$773K -$11.3K -270 -1%
DWM
1847
Drive Wealth Management
Utah
$773K -$23.8K -571 -3%
PCG
1848
PFC Capital Group
California
$772K -$145K -3,468 -16%
BTWM
1849
Baker Tilly Wealth Management
Wisconsin
$771K -$5.17K -124 -0.7%
LIM
1850
Lathrop Investment Management
Arkansas
$770K +$7.05K +169 +0.9%
72 73
74
75 76