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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 %
AMCA
2451
Arthur M. Cohen & Associates
Illinois
$353K -$39.5K -947 -10%
KMWM
2452
Keudell/Morrison Wealth Management
Oregon
$353K +$7.3K +175 +2%
VCM
2453
Vivaldi Capital Management
Illinois
$353K -$78K -1,869 -18%
WW
2454
Westshore Wealth
California
$353K -$2.09K -50 -0.6%
AP
2455
Adero Partners
California
$353K +$19.5K +468 +6%
AWP
2456
Axis Wealth Partners
Rhode Island
$353K +$1.59K +38 +0.5%
GAA
2457
Global Assets Advisory
Florida
$352K +$352K +9,557 New
PCM
2458
Polymer Capital Management
New York
$352K -$366K -8,765 -51%
VFG
2459
Victory Financial Group
Texas
$351K +$161K +3,901 +85%
VC
2460
Veery Capital
Delaware
$351K +$43.1K +1,033 +14%
AIM
2461
Alhambra Investment Management
Florida
$351K +$41.5K +994 +13%
XT
2462
XTX Topco
Cayman Islands
$351K +$351K +8,406 New
RB
2463
Renasant Bank
Mississippi
$351K +$138K +3,310 +65%
SWM
2464
Segment Wealth Management
Texas
$350K +$139K +3,332 +66%
BWA
2465
BlueChip Wealth Advisors
Georgia
$350K -$41.7K -1,000 -11%
PGIM
2466
Pacific Global Investment Management
California
$349K -$95.5K -2,288 -21%
MA
2467
MKT Advisors
California
$349K -$1.74K -49 -0.5%
SP
2468
Successful Portfolios
Florida
$349K -$1.46K -35 -0.4%
LGA
2469
Lebenthal Global Advisors
New York
$348K -$16.5K -396 -5%
BC
2470
Brio Consultants
California
$348K +$54.7K +1,311 +19%
CT
2471
Clearstead Trust
Maine
$347K -$11.7K -281 -3%
QFA
2472
Quantum Financial Advisors
California
$347K -$27.2K -653 -7%
MCP
2473
Mirador Capital Partners
California
$347K +$11.8K +283 +4%
RC
2474
Rahlfs Capital
Texas
$346K -$265K -6,350 -43%
JWCA
2475
J.W. Coons Advisors
Ohio
$346K – – –
97 98
99
100 101