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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 %
RCI
2376
RS Crum Inc
California
$392K +$250 +6 +0.1%
JCM
2377
Jacobsen Capital Management
Utah
$392K +$15.6K +373 +4%
TSMHT
2378
Thurston Springer Miller Herd & Titak
Indiana
$392K +$219K +5,246 +127%
LC
2379
LCNB Corp
Ohio
$391K +$22.2K +532 +6%
NSAM
2380
North Star Asset Management
Wisconsin
$390K +$135K +3,228 +53%
LI
2381
LifeWealth Investments
Florida
$390K +$189K +4,526 +94%
FSA
2382
Financial Security Advisor
Virginia
$389K +$376 +9 +0.1%
KF
2383
KKM Financial
Illinois
$388K -$119K -2,850 -23%
GDP
2384
Great Diamond Partners
Maine
$387K +$49.4K +1,184 +15%
PP
2385
Postrock Partners
Oregon
$387K – – –
SI
2386
Seeds Investor
New York
$387K -$81.5K -1,953 -17%
WP
2387
WealthPLAN Partners
Nebraska
$386K +$876 +21 +0.2%
EL
2388
Essex LLC
Illinois
$385K +$292 +7 +0.1%
CFC
2389
Coyle Financial Counsel
Illinois
$385K +$28.5K +683 +8%
FCA
2390
Fortis Capital Advisors
Kansas
$384K +$384K +9,194 New
AFP
2391
Alpha Financial Partners
Kentucky
$382K +$21.4K +514 +6%
ESB
2392
Essex Savings Bank
Connecticut
$382K -$50.3K -1,206 -12%
NEPPG
2393
New England Professional Planning Group
Rhode Island
$381K – – –
RFG
2394
Range Financial Group
Oregon
$381K +$15.8K +379 +4%
PAG
2395
Powers Advisory Group
Illinois
$381K -$3.76K -90 -1%
SP
2396
Stablepoint Partners
Massachusetts
$381K +$45.4K +1,087 +14%
SWM
2397
Sendero Wealth Management
Texas
$380K +$20.2K +485 +6%
BWA
2398
Blodgett Wealth Advisors
California
$380K +$209 +5 +0.1%
CHA
2399
Cooper/Haims Advisors
New York
$380K -$4.8K -115 -1%
WGCA
2400
Wolf Group Capital Advisors
Virginia
$380K +$380K +9,102 New
94 95
96
97 98