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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 %
BWAM
2301
Boyd Watterson Asset Management
Ohio
$428K -$9.77K -234 -2%
LCC
2302
Lincoln Capital Corp
Rhode Island
$427K -$30.3K -726 -7%
MM
2303
MQS Management
New York
$427K +$427K +10,226 New
FP
2304
Fiduciary Planning
Florida
$426K +$42 +1 +0%
PFA
2305
Pathway Financial Advisors
Vermont
$424K – – –
RWS
2306
Resolute Wealth Strategies
Mississippi
$424K +$39.3K +942 +10%
BHA
2307
Beech Hill Advisors
New York
$424K -$50.1K -1,200 -11%
CPSAC
2308
Chas P. Smith & Associates (CPS)
Florida
$424K -$5.8K -139 -1%
CWM
2309
Centurion Wealth Management
Virginia
$424K – – –
SC
2310
Sawyer & Company
Massachusetts
$423K -$60.9K -1,460 -13%
FA
2311
FDx Advisors
Illinois
$422K +$8.61K +206 +2%
PG
2312
Patten Group
Tennessee
$421K -$48.5K -1,162 -10%
DLCIG
2313
D.L. Carlson Investment Group
New Hampshire
$421K – – –
BSHC
2314
Breed's Hill Capital
Massachusetts
$421K -$2.88K -69 -0.7%
WRPWM
2315
Werba Rubin Papier Wealth Management
California
$420K -$71.4K -1,712 -15%
CCA
2316
Cottonwood Capital Advisors
Utah
$420K -$32.7K -784 -7%
ACM
2317
Allred Capital Management
Texas
$419K +$1.5K +36 +0.4%
OFS
2318
Orrstown Financial Services
Pennsylvania
$419K +$10.3K +247 +3%
PS
2319
Planned Solutions
California
$418K +$97K +2,324 +30%
DIP
2320
DT Investment Partners
Pennsylvania
$418K +$4.17K +100 +1%
CCA
2321
Catalyst Capital Advisors
New York
$418K +$54.2K +1,298 +15%
GCS
2322
Gordian Capital (Singapore)
Singapore
$417K +$417K +10,000 New
RWI
2323
Red Wave Investments
Pennsylvania
$417K – – –
SBF
2324
Sara-Bay Financial
Florida
$417K -$41.2K -999 -9%
BWFA
2325
Baltimore-Washington Financial Advisors
Maryland
$416K +$39K +934 +10%
91 92
93
94 95