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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 %
G
2026
GenTrust
Florida
$607K -$1.04K -25 -0.2%
BWA
2027
Brave Warrior Advisors
New York
$606K – – –
KFP
2028
KMG Fiduciary Partners
Ohio
$606K -$2.34K -56 -0.4%
CCA
2029
Coign Capital Advisors
Utah
$606K +$6.59K +158 +1%
AP
2030
Atwood & Palmer
Missouri
$605K +$144K +3,457 +31%
RWPA
2031
Richard W. Paul & Associates
Michigan
$602K +$209 +5 +0%
LGW
2032
Leslie Global Wealth
Illinois
$602K -$4.42K -106 -0.7%
CRC
2033
Curi RMB Capital
Illinois
$602K -$689K -16,506 -53%
WG
2034
Winton Group
United Kingdom
$601K -$2.59M -62,184 -81%
MCA
2035
Magnolia Capital Advisors
Mississippi
$600K -$1.38K -33 -0.2%
NFA
2036
Northern Financial Advisors
Michigan
$600K +$10.5K +252 +2%
TC
2037
TAGStone Capital
North Carolina
$600K -$226K -5,419 -27%
KOC
2038
Koss-Olinger Consulting
Florida
$599K +$40.9K +980 +7%
EC
2039
EntryPoint Capital
New York
$599K +$599K +14,352 New
PBF
2040
Petix & Botte Financial
California
$598K – – –
HC
2041
Hara Capital
Washington
$598K -$775K -18,576 -56%
BFG
2042
Berger Financial Group
Minnesota
$597K +$27.9K +669 +5%
MAG
2043
M3 Advisory Group
Massachusetts
$596K +$20.2K +485 +4%
GKWIM
2044
Gerber Kawasaki Wealth & Investment Management
California
$596K +$23.6K +565 +4%
SW
2045
SlateStone Wealth
Florida
$595K -$9.93K -238 -2%
ST
2046
Spinnaker Trust
Maine
$593K -$35.5K -850 -6%
SAM
2047
Strive Asset Management
Ohio
$592K -$259K -6,218 -30%
SGI
2048
Summit Global Investments
Utah
$590K -$3.48M -83,408 -85%
RWP
2049
Revolve Wealth Partners
New Jersey
$590K +$10K +240 +2%
FA
2050
Fountainhead AM
New Jersey
$589K +$103K +2,475 +21%
80 81
82
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