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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 %
LFA
2576
Legend Financial Advisors
Pennsylvania
$21.6K – – –
DCM
2577
Disciplina Capital Management
Tennessee
$21.1K -$2.17K -76 -9%
BA
2578
Bellwether Advisors
Nebraska
$20.6K – – –
GTAM
2579
Global Trust Asset Management
Florida
$20.3K +$17.2K +600 +541%
CCC
2580
Chelsea Counsel Company
California
$20K – – –
CSWM
2581
Cassady Schiller Wealth Management
Ohio
$20K – – –
PP
2582
PrairieView Partners
Minnesota
$20K – – –
HCM
2583
Horrell Capital Management
Arkansas
$20K – – –
TCM
2584
TD Capital Management
Tennessee
$19.5K +$14.5K +506 +289%
FFL
2585
Financial Freedom LLC
Ohio
$18.8K -$686 -24 -4%
FSWA
2586
Financial Synergies Wealth Advisors
Texas
$18.8K +$17K +593 +912%
BSWA
2587
Bromfield Sneider Wealth Advisors
Massachusetts
$17.9K – – –
PCTC
2588
Perkins Coie Trust Company
Washington
$17.8K – – –
EI
2589
Ellevest Inc
New York
$16.5K -$61.7K -2,157 -79%
CL
2590
CSS LLC
Illinois
$15.7K -$644K -22,500 -98%
NA
2591
Nordwand Advisors
Pennsylvania
$15.6K +$15.6K +545 New
OLVIG
2592
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K – – –
FIA
2593
FNY Investment Advisers
New York
$14K -$36.4K -1,361 -72%
LWP
2594
Lumature Wealth Partners
Georgia
$13.3K – – –
CTB
2595
Country Trust Bank
Illinois
$12.6K – – –
EA
2596
Evolution Advisers
Virginia
$12K +$656 +23 +6%
PPWM
2597
PFG Private Wealth Management
Florida
$10.2K -$25.5K -894 -71%
BHWM
2598
Beaird Harris Wealth Management
Texas
$10.2K -$24.3K -848 -70%
GC
2599
Gould Capital
Washington
$10K – – –
PP
2600
PFS Partners
New Jersey
$10K +$10K +350 New
102 103
104
105 106