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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 %
RHAM
2401
Round Hill Asset Management
California
$380K -$6.89K -165 -2%
GFG
2402
Greystone Financial Group
Michigan
$380K – – –
HCA
2403
Hyperion Capital Advisors
New York
$379K – – –
EWS
2404
Eagle Wealth Strategies
New Jersey
$379K +$4.17K +100 +1%
BIA
2405
Barry Investment Advisors
Massachusetts
$377K -$143K -3,422 -27%
VHAM
2406
Van Hulzen Asset Management
California
$376K +$4.63K +111 +1%
VDI
2407
Vaughan David Investments
Illinois
$376K -$27.1K -650 -7%
TA
2408
TrueWealth Advisors
Alabama
$376K +$12.1K +290 +3%
MA
2409
MBA Advisors
Pennsylvania
$376K +$7.72K +185 +2%
FDS
2410
Freedom Day Solutions
Texas
$375K -$95.6K -2,292 -20%
TFA
2411
Transamerica Financial Advisors
Florida
$375K -$208K -4,962 -36%
EWS
2412
Evergreen Wealth Solutions
Pennsylvania
$375K -$70K -1,678 -16%
PA
2413
Prossimo Advisors
California
$374K +$3.17K +76 +0.9%
PCMF
2414
Private Capital Management (Florida)
Florida
$374K -$2K -48 -0.5%
CFO
2415
CVA Family Office
Colorado
$373K +$65K +1,557 +21%
AWM
2416
Allen Wealth Management
North Carolina
$371K +$73K +1,750 +24%
GWM
2417
GSB Wealth Management
Connecticut
$371K +$9.89K +237 +3%
LCOV
2418
London Company of Virginia
Virginia
$371K – – –
GCP
2419
GSA Capital Partners
United Kingdom
$371K -$593K -14,215 -62%
PAG
2420
Poinciana Advisors Group
Florida
$371K -$4.59K -110 -1%
BIS
2421
BG Investment Services
Guam
$369K +$7.55K +181 +2%
JHCP
2422
Jackson Hole Capital Partners
Oklahoma
$369K +$83 +2 +0%
SEP
2423
Southland Equity Partners
Missouri
$368K -$8.68K -208 -2%
CWA
2424
Consilio Wealth Advisors
Washington
$367K +$11.9K +285 +3%
VCP
2425
Vista Capital Partners
Oregon
$365K +$15.6K +375 +4%
95 96
97
98 99