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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 %
LCWP
2426
Legacy Capital Wealth Partners
Arkansas
$365K -$6.68K -160 -2%
EMAM
2427
Encompass More Asset Management
California
$365K +$2.55K +61 +0.7%
SA
2428
Strategic Advocates
Utah
$364K -$31.3K -751 -8%
APWA
2429
Atlas Private Wealth Advisors
New Jersey
$364K +$64.8K +1,552 +22%
RAM
2430
Readystate Asset Management
Illinois
$364K +$364K +8,717 New
CCFM
2431
Clear Creek Financial Management
Washington
$364K +$146K +3,489 +67%
EWM
2432
Evermay Wealth Management
Virginia
$363K +$23.6K +565 +7%
SCG
2433
Sonata Capital Group
Washington
$363K – – –
FWM
2434
FMB Wealth Management
California
$363K +$363K +8,693 New
CG
2435
Curat Global
New Hampshire
$363K +$363K +8,690 New
OPPS
2436
Obsidian Personal Planning Solutions
Maryland
$363K -$6.86K -172 -2%
VC
2437
Vicus Capital
Pennsylvania
$362K -$86.8K -2,081 -19%
CCP
2438
Clarity Capital Partners
California
$362K -$835 -20 -0.2%
BWA
2439
Bordeaux Wealth Advisors
California
$362K -$15.6K -373 -4%
TT
2440
TI-Trust
Illinois
$361K – – –
PA
2441
Perennial Advisors
New York
$360K +$360K +8,637 New
BFIM
2442
Beese Fulmer Investment Management
Ohio
$360K +$68.1K +1,632 +23%
MCCA
2443
Mill Creek Capital Advisors
Pennsylvania
$358K -$5.34K -128 -1%
Tudor Investment Corp
2444
Tudor Investment Corp
Connecticut
$358K +$358K +8,582 New
CAG
2445
Centerpoint Advisory Group
Kansas
$358K -$11.6K -278 -3%
MFGP
2446
Marshall Financial Group (Pennsylvania)
Pennsylvania
$357K +$2.13K +51 +0.6%
OPCM
2447
Osborne Partners Capital Management
California
$356K +$29.2K +700 +9%
NFG
2448
Nadler Financial Group
Illinois
$356K -$16.8K -402 -5%
CIAS
2449
CBIZ Investment Advisory Services
Ohio
$355K +$34.6K +828 +11%
SPI
2450
Sutton Place Investors
New York
$353K +$33.8K +809 +11%
96 97
98
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