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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 %
JWBC
2226
J.W. Burns & Co
New York
$479K -$70.2K -1,682 -13%
ACM
2227
Arcataur Capital Management
Wisconsin
$478K -$40.7K -975 -8%
BI
2228
Bradyco Inc
Massachusetts
$478K – – –
SL
2229
Summitry LLC
California
$478K -$835 -20 -0.2%
BWM
2230
BNC Wealth Management
Oregon
$477K +$161K +3,850 +51%
AWA
2231
Amplius Wealth Advisors
Pennsylvania
$476K +$10.5K +251 +2%
RLH
2232
RD Lewis Holdings
Florida
$475K -$6.24K -152 -1%
WF
2233
Whelan Financial
California
$475K +$282K +6,748 +145%
KWM
2234
Keebeck Wealth Management
Illinois
$475K +$6.51K +156 +1%
WCM
2235
Weik Capital Management
Pennsylvania
$475K -$35.5K -850 -7%
V
2236
VeraBank
Texas
$475K -$16.4K -392 -3%
TCPW
2237
Twin City Private Wealth
North Carolina
$473K -$12.3K -295 -3%
PSP
2238
Pacific Sage Partners
Washington
$473K – – –
OAM
2239
Oak Asset Management
California
$472K – – –
RFO
2240
RiverGlades Family Offices
Florida
$472K – – –
BWM
2241
Bulltick Wealth Management
Florida
$469K – – –
CAM
2242
Cozad Asset Management
Illinois
$469K +$20.9K +500 +5%
WA
2243
Waddell & Associates
Tennessee
$468K +$15.9K +382 +4%
CCAL
2244
City Center Advisors LLC
Michigan
$466K -$12K -287 -3%
SWP
2245
Semus Wealth Partners
Florida
$465K +$5.47K +131 +1%
OCBCO
2246
Oversea-Chinese Banking Corp (OCBC)
Singapore
$464K -$687K -16,469 -60%
AC
2247
Apella Capital
Connecticut
$463K +$42.3K +1,139 +10%
KW
2248
KWB Wealth
California
$463K +$9.85K +224 +2%
NRI
2249
NFP Retirement Inc
California
$463K -$8.3K -199 -2%
PWP
2250
Private Wealth Partners
California
$462K +$167 +4 +0%
88 89
90
91 92