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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 %
GWA
1876
GGM Wealth Advisors
Maryland
$744K +$159 +4 +0%
TB
1877
Terril Brothers
Missouri
$742K -$8.35K -200 -1%
CWS
1878
Confluence Wealth Services
Pennsylvania
$741K -$7.44K -192 -1%
PWP
1879
Perfromance Wealth Partners
Illinois
$740K +$23.6K +565 +3%
HWA
1880
HHM Wealth Advisors
Tennessee
$739K +$35.2K +843 +5%
HIMS
1881
Hager Investment Management Services
New Hampshire
$738K +$24.4K +584 +3%
CAM
1882
Close Asset Management
United Kingdom
$737K – – –
AIA
1883
AIMZ Investment Advisors
California
$736K – – –
BSI
1884
Bennett Selby Investments
Maine
$734K -$1.46K -35 -0.2%
1WA
1885
180 Wealth Advisors
Washington
$732K +$11.1K +267 +2%
WC
1886
Whitney & Co
New York
$732K – – –
WCA
1887
Westover Capital Advisors
Delaware
$731K +$2.67K +64 +0.4%
BCM
1888
Brasada Capital Management
Texas
$730K -$167K -4,000 -19%
IIM
1889
InTrack Investment Management
Vermont
$728K -$610K -14,625 -46%
CIR
1890
Clear Investment Research
Georgia
$728K +$250 +6 +0%
CL
1891
CSS LLC
Illinois
$728K -$190K -4,560 -21%
AIC
1892
Archer Investment Corporation
Indiana
$727K +$135K +3,236 +23%
PCM
1893
Pointe Capital Management
Michigan
$726K – – –
LWA
1894
Ledgewood Wealth Advisors
New Hampshire
$726K -$18.5K -443 -2%
LIA
1895
LBMC Investment Advisors
Tennessee
$726K -$167K -3,990 -19%
NI
1896
Natural Investments
California
$725K +$21.1K +505 +3%
BB
1897
Bell Bank
North Dakota
$725K +$626 +15 +0.1%
CB
1898
Community Bank
New York
$725K +$27.5K +659 +4%
LSA
1899
Lion Street Advisors
Texas
$724K +$11.3K +270 +2%
JAG
1900
Journey Advisory Group
Kentucky
$722K -$443K -10,625 -38%
74 75
76
77 78