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Bank of America
BAC

Overview Fund Activity

2,587 hedge funds and large institutions have $169B invested in Bank of America in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 1,179 increasing their positions, 927 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,587
Holders Change
-40
Holders Change %
-1.52%
% of All Funds
44.73%
Holding in Top 10
118
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.81%
% of All Funds
2.04%
New
123
Increased
1,179
Reduced
927
Closed
122
Calls
$4.16B
Puts
$5.83B
Net Calls
-$1.67B
Net Calls Change
+$149M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.13B
2
GQG Partners
2
GQG Partners
Florida
$1.05B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$616M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$926M
5
Franklin Resources
5
Franklin Resources
California
$1.16B

Top Sellers

1
BlackRock
1
BlackRock
New York
$14.4B
2
MPCL
2
My Personal CFO LLC
Washington
$313K
3
AS
3
Altshuler Shaham
Israel
$82.9M
4
WT
4
Wellcome Trust
United Kingdom
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
2551
Fairfield Financial Advisors
Massachusetts
$6.88K – – –
SSC
2552
Syverson Strege & Co
Iowa
$6K – – –
MCM
2553
McMillion Capital Management
North Carolina
$6K – – –
PWC
2554
PYA Waltman Capital
Tennessee
$6K – – –
MWA
2555
Moser Wealth Advisors
Washington
$6K +$6K +195 New
HWP
2556
Highline Wealth Partners
California
$5.47K +$5.47K +181 New
CWM
2557
Cedar Wealth Management
California
$5K -$806 -25 -14%
SC
2558
Steph & Co
Wisconsin
$5K – – –
HWM
2559
HighMark Wealth Management
Minnesota
$5K – – –
LS
2560
Leelyn Smith
Illinois
$4K -$16.3K -542 -80%
IA
2561
IFS Advisors
Kansas
$4K – – –
CMA
2562
Cedar Mountain Advisors
Oregon
$4K – – –
PWP
2563
Principle Wealth Partners
Connecticut
$3.56K +$35 +1,173 +1%
MOS
2564
MGO One Seven
Ohio
$3.52K +$55 +1,819 +2%
FGAM
2565
Financial Gravity Asset Management
Texas
$3.1K -$408 -83 -12%
LTI
2566
Laffer Tengler Investments
Tennessee
$3.02K +$3.02K +100 New
GTAM
2567
Global Trust Asset Management
Florida
$3K – – –
GWM
2568
Guardian Wealth Management
Illinois
$3K – – –
ACK
2569
Andrew C. Karlinski
$2K -$10.3K -284 -84%
UFF
2570
USA Financial Formulas
Michigan
$2K -$7.27K -200 -78%
CCM
2571
Cribstone Capital Management
Maine
$2K – – –
BIM
2572
Baldwin Investment Management
Pennsylvania
$1.99K -$50 -1,640 -2%
NDSI
2573
Newman Dignan & Sheerar Inc
Rhode Island
$1.73K +$3 +96 +0.2%
FSWA
2574
Financial Synergies Wealth Advisors
Texas
$1.63K +$1.63K +54 New
CWA
2575
Carolina Wealth Advisors
South Carolina
$1K – – –
101 102
103
104 105