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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 %
TWP
2126
Tyche Wealth Partners
Texas
$537K -$30.2K -723 -5%
CNBTD
2127
Citizens National Bank Trust Department
Mississippi
$536K – – –
AFG
2128
Albion Financial Group
Utah
$535K – – –
CPRC
2129
Consolidated Portfolio Review Corp
New York
$535K -$27.5K -659 -5%
BWM
2130
Baron Wealth Management
Michigan
$535K -$31K -742 -5%
TF
2131
Trek Financial
Arizona
$534K +$64K +1,534 +14%
PMG
2132
Private Management Group
California
$534K -$27.5K -659 -5%
EA
2133
Ergawealth Advisors
Illinois
$534K – – –
PCA
2134
Prosperity Capital Advisors
Ohio
$533K -$18.2K -438 -3%
LPP
2135
Life Planning Partners
Florida
$532K +$83 +2 +0%
SWA
2136
Sax Wealth Advisors
New Jersey
$532K +$13.4K +322 +3%
CWA
2137
Canvas Wealth Advisors
Kansas
$532K -$5.25K -137 -1%
SPA
2138
Sherbrooke Park Advisers
New York
$531K -$23.8K -570 -4%
BOPW
2139
Brandywine Oak Private Wealth
Pennsylvania
$530K -$7.76K -186 -1%
SLA
2140
Silver Lake Advisory
Utah
$530K +$3.26K +78 +0.6%
GAM
2141
Gemmer Asset Management
California
$527K -$23K -550 -4%
GSIAS
2142
Garden State Investment Advisory Services
New Jersey
$527K -$27.4K -656 -5%
PCM
2143
Permanent Capital Management
Illinois
$525K – – –
JWM
2144
JGP Wealth Management
Oregon
$524K +$66.1K +1,583 +14%
CIA
2145
Cape Investment Advisory
Georgia
$524K +$9.93K +238 +2%
AWM
2146
Aberdeen Wealth Management
Illinois
$524K – – –
GPA
2147
Guidance Point Advisors
Massachusetts
$523K +$1.63K +39 +0.3%
PSF
2148
Pacific Sun Financial
California
$522K – – –
AWM
2149
Activest Wealth Management
Florida
$522K +$27.8K +667 +6%
RA
2150
Rise Advisors
New York
$521K +$10.6K +255 +2%
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