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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 %
RZH
1901
Relyea Zuckerberg Hanson
Connecticut
$722K -$50.3K -1,205 -7%
KBG
1902
Kahn Brothers Group
New York
$721K -$90K -2,155 -11%
LJAC
1903
L.J. Altfest & Co
New York
$719K -$87.7K -2,101 -11%
CPWA
1904
Cerro Pacific Wealth Advisors
California
$719K +$703 +16 +0.1%
KCPG
1905
Kavar Capital Partners Group
Kansas
$719K +$317K +7,603 +79%
AGP
1906
Autumn Glory Partners
Texas
$716K – – –
DDC
1907
DF Dent & Co
Maryland
$715K -$16.4K -392 -2%
GAM
1908
Grandview Asset Management
Pennsylvania
$712K -$8.68K -208 -1%
BF
1909
Brucke Financial
Indiana
$711K +$183K +4,592 +35%
OPA
1910
Old Port Advisors
Maine
$711K -$17.7K -423 -2%
SC
1911
Saiph Capital
New Jersey
$710K +$903 +137 +0.1%
HAC
1912
Harbor Advisory Corp
New Hampshire
$707K – – –
APW
1913
Austin Private Wealth
Texas
$706K +$38.6K +924 +6%
AWP
1914
Ascent Wealth Partners
New York
$704K +$42.2K +1,011 +6%
DDPIC
1915
Deroy & Devereaux Private Investment Counsel
Michigan
$704K +$52.1K +1,250 +8%
AA
1916
Addison Advisors
Vermont
$704K -$81.5K -1,953 -10%
FWP
1917
Firethorn Wealth Partners
Georgia
$704K +$2.21K +53 +0.3%
Optiver Holding
1918
Optiver Holding
Netherlands
$703K -$1.11M -26,483 -61%
EAM
1919
Erste Asset Management
Austria
$702K -$337K -185,875 -32%
LIM
1920
Leavell Investment Management
Alabama
$701K +$35.8K +857 +5%
OWA
1921
One Wealth Advisors
California
$700K +$294K +7,052 +73%
BOS
1922
Bank of Stockton
California
$698K -$20.9K -500 -3%
RPSA
1923
Richard P. Slaughter Associates
Texas
$697K +$697K +16,698 New
SPC
1924
Spirepoint Private Client
Florida
$696K -$876 -21 -0.1%
FFL
1925
Future Fund LLC
Illinois
$694K +$694K +16,631 New
75 76
77
78 79