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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 %
WAM
1851
WNY Asset Management
New York
$770K +$138K +3,313 +22%
BFS
1852
Burkett Financial Services
South Carolina
$770K -$10.6K -253 -1%
TP
1853
Tranquility Partners
Tennessee
$766K +$2.8K +67 +0.4%
LCM
1854
LVM Capital Management
Michigan
$765K -$8.35K -200 -1%
CP
1855
Clarendon Private
Massachusetts
$764K +$6.09K +146 +0.8%
OL
1856
OneFund LLC
Florida
$763K +$1.59K +38 +0.2%
HI
1857
Humankind Investments
New York
$762K +$36.8K +882 +5%
IRC
1858
Investors Research Corp
Georgia
$762K -$5.43K -130 -0.7%
VCWA
1859
Vanguard Capital Wealth Advisors
Colorado
$762K -$340K -8,142 -31%
VCM
1860
Versant Capital Management
Arizona
$761K +$242K +5,807 +47%
SFA
1861
Semmax Financial Advisors
North Carolina
$761K +$5.47K +131 +0.7%
OFO
1862
OneAscent Family Office
Alabama
$758K +$417K +10,000 +122%
WCM
1863
Whitener Capital Management
North Carolina
$757K +$30.9K +740 +4%
CAM
1864
Cypress Asset Management
Texas
$755K +$55.1K +1,320 +8%
CS
1865
Cannell & Spears
New York
$754K – – –
SIM
1866
Sentry Investment Management
Wisconsin
$752K +$181K +5,094 +32%
SCM
1867
Spring Capital Management
Texas
$751K – – –
AIM
1868
Aigen Investment Management
New York
$750K +$356K +8,530 +90%
MWA
1869
Muirfield Wealth Advisors
North Carolina
$750K +$4.84K +116 +0.6%
PTP
1870
Platform Technology Partners
New York
$750K +$7.76K +186 +1%
CC
1871
Carlson Capital
Texas
$747K -$2.38M -57,000 -76%
FFG
1872
Fiduciary Financial Group
California
$747K +$91.9K +2,563 +14%
RCA
1873
Resonant Capital Advisors
Wisconsin
$747K -$24.5K -588 -3%
SWM
1874
Silverlake Wealth Management
Vermont
$745K -$125K -2,986 -14%
LNWTC
1875
Laird Norton Wetherby Trust Company
Washington
$744K – – –
73 74
75
76 77