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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 %
CWM
2201
Cahaba Wealth Management
Georgia
$488K -$10.8K -259 -2%
SWM
2202
Selective Wealth Management
Virginia
$488K -$7.23K -201 -1%
KFA
2203
Kapstone Financial Advisors
Ohio
$487K -$42 -1 -0%
A
2204
Argentarii
Ohio
$487K +$264K +6,337 +119%
FG
2205
Foster Group
Iowa
$486K +$65.3K +1,565 +16%
BCA
2206
Bay Capital Advisors
Virginia
$486K +$5.09K +122 +1%
USB
2207
Union Savings Bank
Connecticut
$485K – – –
FFC
2208
First Financial Corp
Indiana
$485K -$6.26K -150 -1%
BMC
2209
Benin Management Corp
Connecticut
$485K +$7.97K +191 +2%
SCA
2210
Sage Capital Advisors
South Dakota
$485K +$12K +288 +3%
ASC
2211
Atalanta Sosnoff Capital
New York
$485K +$64.3K +1,542 +15%
SIC
2212
Sigma Investment Counselors
Michigan
$485K -$15.8K -378 -3%
FFS
2213
Founders Financial Securities
Maryland
$484K +$130K +3,268 +37%
KTC
2214
Kentucky Trust Company
Kentucky
$484K -$8.35K -200 -2%
TFG
2215
Tilson Financial Group
New Jersey
$484K +$10.9K +261 +2%
MG
2216
McHugh Group
Ohio
$484K – – –
ML
2217
McAdam LLC
Pennsylvania
$483K -$106K -2,539 -18%
PCM
2218
Park Capital Management
Wisconsin
$483K +$5.47K +131 +1%
LWP
2219
LMG Wealth Partners
Louisiana
$482K -$2.8K -67 -0.6%
LWM
2220
LongView Wealth Management
Georgia
$481K -$54K -1,293 -10%
WIP
2221
WealthCare Investment Partners
Rhode Island
$480K -$3.73K -101 -0.8%
SB
2222
Sunflower Bank
Texas
$479K +$2.88K +69 +0.6%
FMP
2223
Financial Management Professionals
Texas
$479K +$3.05K +73 +0.6%
GC
2224
Garde Capital
Washington
$479K – – –
KFSC
2225
Keystone Financial Services (Colorado)
Colorado
$479K +$6.18K +148 +1%
87 88
89
90 91