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Bank of America
BAC

Overview Fund Activity

2,639 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,212 increasing their positions, 990 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
-65
Holders Change %
-2.4%
% of All Funds
42.24%
Holding in Top 10
88
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-30.16%
% of All Funds
1.41%
New
184
Increased
1,212
Reduced
990
Closed
198
Calls
$4.72B
Puts
$6.33B
Net Calls
-$1.61B
Net Calls Change
-$337M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$651M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$281M
3
Harris Associates
Harris Associates
Illinois
+$252M
4
Deutsche Bank
Deutsche Bank
Germany
+$205M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$203M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.4B
2
Norges Bank
Norges Bank
Norway
-$703M
3
NEAM
New England Asset Management
Connecticut
-$643M
4
Capital World Investors
Capital World Investors
California
-$506M
5
Capital International Investors
Capital International Investors
California
-$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
2476
Center for Financial Planning
Michigan
$95.4K +$39.4K +1,377 +70%
ACM
2477
Adalta Capital Management
New York
$93K -$7.13K -250 -7%
Commonwealth Equity Services
2478
Commonwealth Equity Services
Massachusetts
$93K +$831 +29,042 +0.9%
NECFA
2479
New England Capital Financial Advisors
Connecticut
$90.8K +$629 +22 +0.7%
LF
2480
Lee Financial
Texas
$89.8K -$17.1K -598 -16%
Loomis, Sayles & Company
2481
Loomis, Sayles & Company
Massachusetts
$89K -$105K -3,676 -54%
FCG
2482
Financial Connections Group
California
$89K -$14.4K -503 -14%
ACA
2483
Atlas Capital Advisors
Wyoming
$87.9K – – –
DWA
2484
Dougherty Wealth Advisers
Minnesota
$87.4K – – –
CA
2485
Claar Advisors
New York
$85.8K +$85.8K +3,000 New
RWM
2486
Ruedi Wealth Management
Illinois
$85.1K – – –
GIS
2487
Grayhawk Investment Strategies
Alberta, Canada
$85K – – –
MWC
2488
MBM Wealth Consultants
Missouri
$84K – – –
BAM
2489
Baldrige Asset Management
Pennsylvania
$82K – – –
CAM
2490
Costello Asset Management
Pennsylvania
$81.2K – – –
RDIA
2491
RE Dickinson Investment Advisors
Iowa
$81K – – –
TCM
2492
Tradewinds Capital Management
Washington
$80K +$2.77K +97 +4%
AW
2493
Avion Wealth
Texas
$79K +$3.51K +106 +5%
AT
2494
Avalon Trust
New Mexico
$78.6K +$78.6K +2,748 New
GA
2495
GoalVest Advisory
New York
$77.3K +$35.2K +1,229 +83%
APW
2496
Acima Private Wealth
Virginia
$77.1K – – –
RDFA
2497
Ritter Daniher Financial Advisory
Ohio
$77K +$10.7K +375 +16%
HFS
2498
HBC Financial Services
Washington
$75K – – –
CWM
2499
Compass Wealth Management
Connecticut
$73.5K – – –
PAI
2500
Pittenger & Anderson Inc
Nebraska
$73.2K +$12.6K +440 +21%
98 99
100
101 102