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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 %
HWM
2626
HighMark Wealth Management
Minnesota
$3.77K +$29 +1 +0.8%
MBFW
2627
Morton Brown Family Wealth
Pennsylvania
$3.6K +$3.6K +126 New
LFM
2628
Lumina Fund Management
New York
$3K +$3K +100 New
FGAM
2629
Financial Gravity Asset Management
Texas
$2.86K -$394 -4 -12%
GWM
2630
Guardian Wealth Management
Illinois
$2.73K – – –
2L
2631
25 LLC
Missouri
$2.52K +$2.52K +91 New
LG
2632
LAM Group
Oregon
$2.46K – – –
VF
2633
VitalStone Financial
Texas
$2K -$28.4K -654 -93%
UFF
2634
USA Financial Formulas
Michigan
$1.92K +$1.92K +67 New
FCA
2635
Fortis Capital Advisors
Kansas
$1.46K – – –
IHWM
2636
Iron Horse Wealth Management
Iowa
$1.43K +$1.43K +50 New
PFG
2637
Piershale Financial Group
Illinois
$1.4K – – –
CWA
2638
Carolina Wealth Advisors
South Carolina
$1.29K – – –
TWD
2639
True Wealth Design
Ohio
$1.26K +$1.26K +44 New
UIA
2640
Ulland Investment Advisors
Minnesota
$1K – – –
AA
2641
Altman Advisors
Illinois
$870 +$154 +5,539 +22%
EC
2642
Elequin Capital
New York
$86 +$86 +3 New
Capital International Investors
2643
Capital International Investors
California
– -$496M -14,972,450 Closed
BA
2644
Bridgewater Associates
Connecticut
– -$106M -3,205,636 Closed
Janney Montgomery Scott
2645
Janney Montgomery Scott
Pennsylvania
– -$77.7M -2,346,217 Closed
SSM
2646
Sound Shore Management
Connecticut
– -$61.5M -1,858,364 Closed
WM
2647
Wishbone Management
Illinois
– -$41.4M -1,250,000 Closed
ASC
2648
Atalanta Sosnoff Capital
New York
– -$26.1M -788,704 Closed
MSL
2649
Mackay Shields LLC
New York
– -$22.1M -666,299 Closed
CCM
2650
Cinctive Capital Management
New York
– -$21.9M -659,784 Closed
104 105
106
107 108