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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, 1,286 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 %
SSWM
2101
Sheets Smith Wealth Management
North Carolina
$556K -$31.1K -745 -5%
CFG
2102
Copley Financial Group
California
$555K -$2.55K -61 -0.5%
MHIC
2103
Marble Harbor Investment Counsel
Massachusetts
$555K -$4.17K -100 -0.7%
Aristotle Capital Management
2104
Aristotle Capital Management
California
$555K – – –
HIM
2105
Hillsdale Investment Management
Ontario, Canada
$555K +$470K +11,260 +552%
CMTU
2106
Capital Markets Trading (UK)
United Kingdom
$555K -$466K -11,168 -46%
MAG
2107
Mayfair Advisory Group
Alabama
$553K +$709 +17 +0.1%
FHC
2108
First Heartland Consultants
Missouri
$552K -$56.2K -1,346 -9%
DA
2109
Dover Advisors
Virginia
$552K +$156K +3,735 +39%
CWA
2110
Clearview Wealth Advisors
Oregon
$552K -$8.81K -211 -2%
CSPIA
2111
Cary Street Partners Investment Advisory
Virginia
$552K +$127K +3,039 +30%
CIC
2112
Crawford Investment Counsel
Georgia
$549K +$74.3K +1,781 +16%
BFC
2113
Bedel Financial Consulting
Indiana
$549K -$735 -18 -0.1%
KLWA
2114
Kelly Lawrence W & Associates
California
$549K – – –
AIM
2115
Advyzon Investment Management
Illinois
$548K -$34.1K -817 -6%
FNBOH
2116
First National Bank of Hutchinson
Kansas
$547K – – –
AFG
2117
ABLE Financial Group
Arizona
$547K -$14.6K -351 -3%
WA
2118
Wambolt & Associates
Colorado
$546K – – –
AWA
2119
AGH Wealth Advisors
Kansas
$546K -$39.6K -949 -7%
BOH
2120
Bank of Hawaii
Hawaii
$544K +$544K +13,044 New
NCTC
2121
New Covenant Trust Company
Indiana
$543K -$17.4K -421 -3%
ATC
2122
Adirondack Trust Company
New York
$540K -$209 -5 -0%
NMG
2123
New Millennium Group
Utah
$539K -$27.5K -659 -5%
SAF
2124
Smith Anglin Financial
Texas
$539K -$11.8K -283 -2%
MEAC
2125
M.E. Allison & Co
Texas
$538K +$50.2K +1,202 +10%
83 84
85
86 87