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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 %
NC
2551
NewSquare Capital
Pennsylvania
$33.1K +$5.86K +205 +22%
TIM
2552
Tortoise Investment Management
New York
$32.4K – – –
TCWA
2553
Ten Capital Wealth Advisors
Washington
$32.1K +$2.06K +72 +7%
AIP
2554
Ahrens Investment Partners
Louisiana
$30.7K +$30.7K +1,072 New
RTL
2555
Red Tortoise LLC
Georgia
$29.1K – – –
FDCC
2556
Foster Dykema Cabot & Co
Massachusetts
$29K +$29K +1,000 New
AWM
2557
Ameliora Wealth Management
Switzerland
$28.8K -$65.6K -2,293 -69%
MWM
2558
Mascoma Wealth Management
New Hampshire
$28.8K -$2.2K -75 -7%
LFA
2559
Level Financial Advisors
New York
$28.7K -$715 -25 -2%
MSFP
2560
Mark Sheptoff Financial Planning
Connecticut
$28.6K -$8.58K -300 -23%
PCC
2561
Park Circle Company
Maryland
$28.6K – – –
CWA
2562
Core Wealth Advisors
Florida
$28.4K – – –
CP
2563
Castleview Partners
Texas
$28.1K +$28.1K +984 New
TC
2564
Truvestments Capital
Florida
$25.7K -$2.09K -73 -8%
KIG
2565
Kessler Investment Group
Indiana
$25.7K -$11.4K -400 -31%
DWA
2566
Delos Wealth Advisors
Texas
$25.3K -$12.1K -424 -32%
NIC
2567
Northwest Investment Counselors
Oregon
$24.9K -$119K -4,155 -83%
LWA
2568
Lowe Wealth Advisors
Maryland
$24.9K – – –
MG
2569
MilWealth Group
Wisconsin
$24.6K – – –
IFAM
2570
Institutional & Family Asset Management
Colorado
$24.1K +$1.2K +42 +5%
MFA
2571
McClarren Financial Advisors
Pennsylvania
$23K +$168 +6 +0.7%
MDCM
2572
Morgan Dempsey Capital Management
Wisconsin
$22.9K – – –
GFL
2573
Granite FO LLC
New Hampshire
$22.6K – – –
TLA
2574
Tanglewood Legacy Advisors
Texas
$22.2K – – –
CPA
2575
Cowen Prime Advisors
New York
$22K – – –
101 102
103
104 105