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, 1,286 increasing their positions, 1,357 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
1,286
Reduced
1,357
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 %
WAG
2051
Wallace Advisory Group
California
$589K -$9.32K -212 -2%
BDFN
2052
Bond & Devick Financial Network
Minnesota
$589K -$5.38K -129 -0.9%
PFA
2053
Pathway Financial Advisers
Indiana
$588K -$1.75K -42 -0.3%
WDG
2054
Wealth Dimensions Group
Ohio
$588K -$6.76K -162 -1%
FA
2055
Fermata Advisors
California
$588K +$315K +7,550 +116%
FFG
2056
Floyd Financial Group
Missouri
$587K +$42.8K +1,026 +8%
DW30
2057
Drucker Wealth 3.0
New Jersey
$587K -$24.5K -588 -4%
IF
2058
Integrity Financial
Wyoming
$586K -$34.5K -826 -6%
TCOT
2059
Trust Company of Toledo
Ohio
$586K -$5.3K -127 -0.9%
KIM
2060
Kestra Investment Management
Texas
$585K -$87K -2,086 -13%
MCA
2061
MSH Capital Advisors
Arizona
$585K -$14.2K -340 -2%
FSCM
2062
Front Street Capital Management
Montana
$585K -$3.12M -74,739 -84%
SLG
2063
Stanley-Laman Group
Pennsylvania
$584K – – –
TIA
2064
Tiemann Investment Advisors
California
$584K -$17.1K -410 -3%
DWM
2065
Defined Wealth Management
Oregon
$584K -$15.6K -374 -3%
AWAP
2066
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$583K -$13.6K -325 -2%
OWA
2067
Outlook Wealth Advisors
Texas
$582K -$3.67K -88 -0.6%
CA
2068
Crumly & Associates
Illinois
$582K +$8.3K +199 +1%
CVM
2069
Cheviot Value Management
California
$581K +$581K +14,141 New
AF
2070
Apexium Financial
Texas
$581K -$6.84K -164 -1%
IVP
2071
Intrinsic Value Partners
Arizona
$580K -$50.7K -1,214 -8%
RWP
2072
Ridgecrest Wealth Partners
California
$579K +$83.5K +2,000 +17%
DWM
2073
Destination Wealth Management
California
$579K -$62.6K -1,500 -10%
WBWA
2074
William B. Walkup & Associates
South Carolina
$577K – – –
MSA
2075
Marino Stram & Associates
Massachusetts
$577K +$25.8K +618 +5%
81 82
83
84 85