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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 %
FFA
2326
Fi3 Financial Advisors
Indiana
$415K +$1.84K +44 +0.4%
RCM
2327
Raleigh Capital Management
North Carolina
$415K -$131K -3,144 -24%
NWAG
2328
Net Worth Advisory Group
Utah
$415K -$19.6K -469 -5%
CWA
2329
Consilium Wealth Advisory
Texas
$415K +$12.5K +300 +3%
AWM
2330
Ariadne Wealth Management
California
$414K -$79.3K -1,898 -16%
HAS
2331
HBW Advisory Services
California
$414K -$13.7K -328 -3%
PCM
2332
Prelude Capital Management
New York
$414K +$414K +9,915 New
SSW
2333
Stone Summit Wealth
Florida
$413K – – –
NRC
2334
New Republic Capital
North Carolina
$412K -$39.8K -953 -9%
ECA
2335
Elevated Capital Advisors
Utah
$412K -$11.6K -278 -3%
FWI
2336
Facet Wealth Inc
Maryland
$411K -$24.3K -590 -6%
CCMT
2337
CMT Capital Markets Trading
Germany
$411K -$1.92M -45,996 -82%
PA
2338
Promethium Advisors
Maryland
$411K -$31.3K -750 -7%
AWMG
2339
Alliance Wealth Management Group
New Jersey
$410K -$4.17K -100 -1%
WAM
2340
Walker Asset Management
Missouri
$410K -$835 -20 -0.2%
TAM
2341
Townsend Asset Management
North Carolina
$410K -$48.2K -1,155 -11%
DJSG
2342
D.J. St. Germain
Massachusetts
$410K -$1.17K -28 -0.3%
TWA
2343
Tandem Wealth Advisors
Arizona
$410K +$42.3K +1,013 +12%
FCM
2344
Fire Capital Management
California
$410K +$51.4K +1,232 +14%
TCM
2345
Tradewinds Capital Management
Washington
$408K +$42 +1 +0%
CCA
2346
Carrera Capital Advisors
Michigan
$407K +$214K +5,131 +111%
RA
2347
Riversedge Advisors
Delaware
$407K -$4.47K -107 -1%
MPIA
2348
Mountain Pacific Investment Advisers
Idaho
$407K -$43.5K -1,043 -10%
MHR
2349
Matthew Hamilton Rosenberg
$406K +$5.09K +122 +1%
BAM
2350
BOS Asset Management
Illinois
$406K +$167 +4 +0%
92 93
94
95 96