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 %
MW
2001
Maia Wealth
Colorado
$636K +$8.8K +240 +1%
SCP
2002
Sivia Capital Partners
California
$635K +$51.3K +1,230 +9%
IA
2003
Integrity Alliance
Iowa
$633K +$633K +15,176 New
SAA
2004
Southeast Asset Advisors
Georgia
$632K +$210K +5,044 +50%
SIC
2005
Shoker Investment Counsel
Ohio
$632K +$1.71K +41 +0.3%
GFA
2006
Gifford Fong Associates
California
$632K – – –
ZIG
2007
Zuckerman Investment Group
Illinois
$628K – – –
AA
2008
Argent Advisors
Louisiana
$628K -$1.41M -33,856 -69%
AFG
2009
Altiora Financial Group
Ohio
$626K – – –
OL
2010
Optas LLC
Texas
$626K +$19.4K +464 +3%
MSR
2011
Main Street Research
Connecticut
$621K +$34.2K +819 +6%
SWA
2012
SOA Wealth Advisors
New York
$621K -$195K -4,670 -24%
SMA
2013
Seven Mile Advisory
New Jersey
$619K +$1K +24 +0.2%
CCB
2014
Cutter & Co Brokerage
Missouri
$616K +$172K +4,127 +39%
PAM
2015
PCG Asset Management
New Jersey
$616K -$13.8K -330 -2%
CSB
2016
City State Bank
Iowa
$614K -$23.5K -562 -4%
LF
2017
Lantz Financial
Illinois
$613K +$1.54K +37 +0.3%
BWM
2018
Blossom Wealth Management
California
$613K -$113K -2,715 -16%
CAM
2019
Creekmur Asset Management
Illinois
$612K +$611K +14,642 +45,756%
NHT
2020
New Hampshire Trust
New Hampshire
$612K -$27.3K -654 -4%
ZBNA
2021
Zions Bancorporation, National Association
Utah
$609K +$609K +14,584 New
CCA
2022
Childress Capital Advisors
Texas
$608K -$602K -14,415 -50%
ABLA
2023
Alan B. Lancz & Associates
Ohio
$608K -$56.3K -1,350 -8%
ALC
2024
Alexander Labrunerie & Co
Missouri
$608K +$2.55K +61 +0.4%
FFG
2025
Frisch Financial Group
New York
$607K -$27.6K -661 -4%
79 80
81
82 83