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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 %
UCB
2501
United Community Bank
South Carolina
$71.7K – – –
CWM
2502
CarsonAllaria Wealth Management
Illinois
$68.6K +$86 +3 +0.1%
WWM
2503
Wolff Wiese Magana
California
$67.4K +$3.43K +120 +5%
WSC
2504
Wellington Shields & Co
New York
$65.7K – – –
ST
2505
Sageworth Trust
Pennsylvania
$62.3K +$35K +1,223 +128%
DAC
2506
Dividend Assets Capital
South Carolina
$62K – – –
CBT
2507
Central Bank & Trust
Kentucky
$60.6K -$26.2K -915 -30%
LFG
2508
Larson Financial Group
Missouri
$60.5K -$138K -4,833 -70%
BHWM
2509
Bay Harbor Wealth Management
Maryland
$60.2K +$86 +3 +0.1%
RTC
2510
Riverview Trust Company
Washington
$59.5K -$66.3K -2,317 -53%
NSG
2511
Nalls Sherbakoff Group
Tennessee
$58.3K +$58.3K +2,060 New
WPWM
2512
Western Pacific Wealth Management
Illinois
$58K -$13K -455 -18%
SC
2513
Stephens Consulting
Michigan
$57.3K +$2.86K +100 +5%
CWM
2514
Cranbrook Wealth Management
Michigan
$57.3K – – –
HDIM
2515
Hanson & Doremus Investment Management
Vermont
$56K – – –
FCT
2516
First Community Trust
Iowa
$55.2K -$2.86K -100 -5%
CAL
2517
Capital Advisors Ltd
Ohio
$55K -$129K -4,488 -70%
AWM
2518
Activest Wealth Management
Florida
$54.4K +$54.4K +1,795 New
FFC
2519
First Financial Corp
Indiana
$53.5K -$7.15K -250 -12%
SA
2520
SRH Advisors
Kansas
$52K – – –
MFT
2521
Moisand Fitzgerald Tamayo
Florida
$51.8K -$2.83K -99 -5%
BIA
2522
Bell Investment Advisors
California
$51.3K -$4.72K -165 -8%
HWM
2523
Horizons Wealth Management
North Carolina
$51K +$6.32K +221 +14%
EWP
2524
Elevation Wealth Partners
California
$50.2K +$50.2K +1,757 New
TCA
2525
Trifecta Capital Advisors
Illinois
$50.1K -$2.04M -71,481 -98%
99 100
101
102 103