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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 %
AWC
2276
Adamsbrown Wealth Consultants
Kansas
$443K +$18.5K +444 +4%
HKIM
2277
Hayek Kallen Investment Management
Alabama
$443K -$58.2K -1,396 -12%
OR
2278
Olympiad Research
Connecticut
$443K +$443K +10,615 New
WFA
2279
Wellspring Financial Advisors
Ohio
$442K -$4.13K -99 -0.9%
CIM
2280
Confluence Investment Management
Missouri
$442K – – –
IWM
2281
Integris Wealth Management
California
$442K – – –
VST
2282
Van Strum & Towne
California
$441K – – –
DIM
2283
Delta Investment Management
California
$440K -$835 -20 -0.2%
MWM
2284
Mindset Wealth Management
Indiana
$440K +$37K +887 +9%
FCMC
2285
Founders Capital Management (Connecticut)
Connecticut
$439K -$80.1K -1,920 -15%
WCM
2286
Wedge Capital Management
North Carolina
$438K -$2.63K -63 -0.6%
BWG
2287
Beta Wealth Group
California
$435K -$28.2K -675 -6%
RMP
2288
Richards, Merrill & Peterson
Washington
$435K -$68.4K -1,640 -14%
QFW
2289
QTR Family Wealth
Florida
$435K +$435K +10,425 New
LWM
2290
Laidlaw Wealth Management
New York
$434K +$241K +5,778 +125%
CAC
2291
Certified Advisory Corp
Florida
$434K -$1.79K -43 -0.4%
CFG
2292
Carr Financial Group
Massachusetts
$433K +$48.7K +1,168 +13%
DTL
2293
Dynamic Technology Lab
Singapore
$433K +$433K +10,371 New
BAM
2294
Brave Asset Management
New Jersey
$433K – – –
OBWG
2295
Onyx Bridge Wealth Group
New York
$430K +$42 +1 +0%
SAMT
2296
Select Asset Management & Trust
Pennsylvania
$430K – – –
CM
2297
Cornerstone Management
Georgia
$430K – – –
SLC
2298
Second Line Capital
Louisiana
$430K +$430K +10,297 New
FAM
2299
Flaharty Asset Management
Florida
$429K +$56.9K +1,363 +15%
FFA
2300
First Foundation Advisors
California
$429K -$20.1K -482 -4%
90 91
92
93 94