BAC icon

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 %
SIM
1926
SSI Investment Management
California
$693K -$83 -2 -0%
CBT
1927
Crews Bank & Trust
Florida
$692K -$5.34K -128 -0.8%
DMBA
1928
Deseret Mutual Benefit Administrators
Utah
$689K -$39.7K -952 -5%
SCA
1929
STALEY CAPITAL ADVISERS
Pennsylvania
$689K – – –
SWRP
1930
Summit Wealth & Retirement Planning
California
$688K +$95K +2,276 +16%
CG
1931
CFO4Life Group
Texas
$687K -$586K -14,050 -46%
JE
1932
JMAC Enterprises
Pennsylvania
$686K -$898K -21,514 -57%
DAM
1933
Delta Asset Management
Tennessee
$684K -$3.26K -78 -0.5%
FCFC
1934
First Citizens Financial Corp
Iowa
$684K -$6.13K -147 -0.9%
SMWM
1935
Silvia McColl Wealth Management
California
$683K +$2.3K +55 +0.3%
FC
1936
FCA Corp
Texas
$682K – – –
OWM
1937
OneAscent Wealth Management
Alabama
$682K -$66.4K -1,592 -9%
AWM
1938
Accel Wealth Management
Iowa
$680K -$32K -767 -4%
HNWAG
1939
High Net Worth Advisory Group
Florida
$679K -$19.1K -458 -3%
FWM
1940
Forza Wealth Management
Florida
$679K – – –
MCI
1941
MRP Capital Investments
Georgia
$678K – – –
BEAM
1942
Baker Ellis Asset Management
Washington
$677K +$72.2K +1,730 +12%
UCB
1943
United Community Bank
South Carolina
$676K +$172K +4,129 +34%
AIP
1944
Arrowpoint Investment Partners
Singapore
$676K +$676K +16,200 New
TCWA
1945
Turtle Creek Wealth Advisors
Texas
$675K +$85.9K +2,059 +15%
ICP
1946
Interchange Capital Partners
Pennsylvania
$674K +$8.26K +198 +1%
SFC
1947
SYM Financial Corp
Indiana
$674K +$7.14K +171 +1%
RIM
1948
RW Investment Management
Idaho
$673K -$36K -863 -5%
RA
1949
RFG Advisory
Alabama
$673K -$85.4K -2,047 -11%
TTWM
1950
TCV Trust & Wealth Management
Virginia
$671K -$179K -4,300 -21%
76 77
78
79 80