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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 %
AT
2176
Arlington Trust
Alabama
$501K +$50.6K +1,213 +11%
JC
2177
JB Capital
Connecticut
$501K -$20.1K -482 -4%
HIC
2178
Harvey Investment Company
Kentucky
$500K -$155K -3,706 -24%
RPWA
2179
Regent Peak Wealth Advisors
Georgia
$500K +$167 +4 +0%
TCOTS
2180
Trust Company of the South
North Carolina
$500K +$6.68K +160 +1%
CIM
2181
CIM Investment Management
Pennsylvania
$499K -$334 -8 -0.1%
TIA
2182
Traphagen Investment Advisors
New Jersey
$498K -$1.96K -47 -0.4%
WIM
2183
WealthPlan Investment Management
Nebraska
$498K +$3.09K +74 +0.6%
FOA
2184
Five Oceans Advisors
California
$498K +$2.34K +56 +0.5%
SAM
2185
S.A. Mason
Michigan
$497K +$376 +9 +0.1%
SPWM
2186
Schrum Private Wealth Management
Florida
$497K -$9.85K -236 -2%
WAOTB
2187
Wealth Advisors of Tampa Bay
Florida
$497K -$254K -6,094 -34%
MAWCM
2188
Mine & Arao Wealth Creation & Management
California
$495K -$11.5K -275 -2%
MSWM
2189
Mowery & Schoenfeld Wealth Management
Illinois
$495K – – –
BTC
2190
Bank & Trust Company
Illinois
$495K – – –
FAFN
2191
First Affirmative Financial Network
Colorado
$494K +$5.01K +120 +1%
TPWA
2192
TRUE Private Wealth Advisors
Oregon
$492K -$3.8K -91 -0.8%
SEIA
2193
Signature Estate & Investment Advisors
California
$491K +$12.6K +303 +3%
HBW
2194
Hazlett, Burt & Watson
West Virginia
$491K -$8.01K -192 -2%
TWM
2195
Thrive Wealth Management
Pennsylvania
$490K -$36.3K -871 -7%
IA
2196
IFG Advisors
Missouri
$490K +$167 +4 +0%
ORC
2197
O'Rourke & Company
Massachusetts
$490K +$459 +11 +0.1%
MCM
2198
Morton Capital Management
California
$489K -$28.8K -691 -6%
GFA
2199
Gallagher Fiduciary Advisors
Illinois
$488K -$1.63K -39 -0.3%
OHWP
2200
Oak Harbor Wealth Partners
North Carolina
$488K -$41.7K -1,000 -8%
86 87
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