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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 %
UFF
1976
USA Financial Formulas
Michigan
$661K -$439K -10,516 -40%
PWAC
1977
Private Wealth Advisors (California)
California
$658K +$918 +22 +0.1%
GIA
1978
Guyasuta Investment Advisors
Pennsylvania
$656K -$24.2K -579 -4%
WFAG
1979
Wescott Financial Advisory Group
Pennsylvania
$655K +$11.8K +283 +2%
AMBIA
1980
Allen Mooney & Barnes Investment Advisors
Georgia
$655K -$40.3K -966 -6%
SIG
1981
Sky Investment Group
Connecticut
$653K – – –
KIA
1982
Knollwood Investment Advisory
Maryland
$653K – – –
EA
1983
Everpar Advisors
Oklahoma
$652K -$54.1K -1,296 -8%
MCM
1984
MV Capital Management
Maryland
$651K +$121K +2,905 +23%
PWM
1985
PBMares Wealth Management
Virginia
$651K -$52K -1,247 -7%
OWA
1986
Opal Wealth Advisors
New York
$650K -$7.09K -170 -1%
WF
1987
WoodTrust Financial
Wisconsin
$648K -$48.2K -1,156 -7%
QT
1988
Quantbot Technologies
New York
$648K +$648K +15,525 New
ADMI
1989
Albert D. Mason Inc
Massachusetts
$647K -$54.5K -1,307 -8%
PW
1990
Paladin Wealth
Minnesota
$647K +$44.5K +1,066 +7%
EW
1991
Elyxium Wealth
California
$646K +$451K +10,798 +230%
FC
1992
Forte Capital
New York
$646K -$6.68K -160 -1%
EFSCE
1993
Enterprise Financial Services Corp (EFSC)
Missouri
$644K -$269K -6,457 -30%
TAP
1994
Tounjian Advisory Partners
Florida
$644K +$644K +15,424 New
CT
1995
Colonial Trust
South Carolina
$644K -$59K -1,413 -8%
PCM
1996
PAR Capital Management
Massachusetts
$638K +$638K +15,300 New
WSA
1997
Warm Springs Advisors
California
$637K -$42 -1 -0%
BPW
1998
Bingham Private Wealth
California
$637K +$54.5K +1,307 +9%
CM
1999
Capula Management
Cayman Islands
$636K +$503K +12,053 +378%
WCM
2000
Warburton Capital Management
Oklahoma
$636K +$20.7K +496 +3%
78 79
80
81 82