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 %
MBFW
2151
Morton Brown Family Wealth
Pennsylvania
$521K +$4.13K +99 +0.8%
MEG
2152
Millstone Evans Group
Colorado
$519K – – –
AWG
2153
Altus Wealth Group
Colorado
$516K +$12.6K +301 +2%
NA
2154
Navellier & Associates
Nevada
$514K -$220K -5,344 -30%
NWA
2155
Navis Wealth Advisors
New York
$514K +$209K +5,000 +68%
PP
2156
Patron Partners
Texas
$513K +$4.09K +98 +0.8%
VP
2157
Verum Partners
North Carolina
$513K -$20.1K -482 -4%
CDWM
2158
Campbell Deegan Wealth Management
Virginia
$512K +$114K +2,721 +28%
TWM
2159
Tradition Wealth Management
Minnesota
$512K +$6.59K +158 +1%
QL
2160
Quarry LP
New York
$512K +$512K +12,263 New
TW
2161
Traveka Wealth
California
$511K +$149K +3,570 +41%
SAM
2162
Sawgrass Asset Management
Florida
$511K -$410K -9,829 -45%
OP
2163
ORG Partners
Indiana
$507K -$10K -242 -2%
FMN
2164
Financial Management Network
California
$507K +$676 +19 +0.1%
IF
2165
Intrua Financial
Texas
$507K +$23K +552 +5%
PPC
2166
Park Place Capital
Alabama
$507K +$138K +3,310 +37%
FLP
2167
Financial Life Planners
Arizona
$505K -$26.1K -626 -5%
TWA
2168
TCI Wealth Advisors
Arizona
$504K -$166K -3,975 -25%
AC
2169
ASB Consultores
Florida
$504K -$364K -8,717 -42%
MAM
2170
MMA Asset Management
Pennsylvania
$504K +$42 +1 +0%
TCMP
2171
Thrive Capital Management (Pennsylvania)
Pennsylvania
$503K -$29K -696 -5%
SMC
2172
Smith, Moore & Co
Missouri
$503K -$199K -4,778 -28%
OIA
2173
Optimum Investment Advisors
Illinois
$502K -$26.1K -625 -5%
TCM
2174
Towercrest Capital Management
Pennsylvania
$502K -$113K -2,696 -18%
MLA
2175
My Legacy Advisors
Oregon
$501K +$37.2K +891 +8%
85 86
87
88 89