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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 %
CFA
2251
Cahill Financial Advisors
Minnesota
$461K +$167 +4 +0%
NNPTE
2252
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$460K -$36.7M -880,362 -99%
SAM
2253
Smithbridge Asset Management
Pennsylvania
$460K +$460K +11,012 New
RIM
2254
Redwood Investment Management
Arizona
$459K +$459K +10,991 New
AC
2255
Addison Capital
Pennsylvania
$458K -$6.93K -166 -1%
FSA
2256
Franklin Street Advisors
North Carolina
$458K +$11.6K +278 +3%
AFA
2257
Allium Financial Advisors
Oregon
$458K +$458K +10,968 New
BWCS
2258
Beirne Wealth Consulting Services
Connecticut
$457K +$42.1K +1,008 +10%
LNB
2259
Ledyard National Bank
$457K -$36.9K -885 -7%
BI
2260
Beckerman Institutional
New Jersey
$457K -$21.3K -511 -4%
TFCP
2261
Twin Focus Capital Partners
Massachusetts
$456K +$16.7K +400 +4%
MA
2262
Mezzasalma Advisors
New Jersey
$456K -$5.09K -122 -1%
RPGNY
2263
Retirement Planning Group (New York)
New York
$455K +$5.84K +140 +1%
SCM
2264
Sollinda Capital Management
Florida
$452K – – –
TFA
2265
Toth Financial Advisory
Virginia
$452K +$209 +5 +0%
OAM
2266
Occidental Asset Management
California
$451K +$34.1K +816 +8%
OFS
2267
Oldfather Financial Services
Nebraska
$450K -$4.3K -103 -0.9%
LSA
2268
L & S Advisors
California
$450K -$8.34M -199,769 -95%
HWM
2269
Hemington Wealth Management
Virginia
$450K -$37.1K -891 -8%
KA
2270
Klingman & Associates
New York
$449K -$7.68K -184 -2%
CFP
2271
Cascade Financial Partners
California
$448K -$3.84K -92 -0.8%
SWA
2272
SFMG Wealth Advisors
Texas
$447K +$9.06K +217 +2%
FC
2273
Financial Council
Maryland
$447K +$250 +6 +0.1%
GG
2274
Greenwood Gearhart
Arkansas
$447K -$13.5K -323 -3%
ABWM
2275
Alpine Bank Wealth Management
Colorado
$446K +$446K +10,695 New
89 90
91
92 93