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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
$29.5B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$550M
3
Harris Associates
Harris Associates
Illinois
$1.44B
4
Deutsche Bank
Deutsche Bank
Germany
$923M
5
Vanguard Group
Vanguard Group
Pennsylvania
$17.6B

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$160M
2
Norges Bank
Norges Bank
Norway
$2.26B
3
NEAM
New England Asset Management
Connecticut
$7.28M
4
Capital World Investors
Capital World Investors
California
$2.04B
5
Capital International Investors
Capital International Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
2726
Financial Alternatives
California
– -$386K -11,669 Closed
SWM
2727
SFG Wealth Management
Maryland
– -$381K -11,516 Closed
DOA
2728
D'Orazio & Associates
Virginia
– -$363K -10,953 Closed
TLP
2729
Trinity Legacy Partners
Texas
– -$346K -10,445 Closed
EC
2730
EdgeRock Capital
Colorado
– -$326K -9,847 Closed
CWM
2731
CCG Wealth Management
California
– -$320K -9,665 Closed
BA
2732
Bluesphere Advisors
Pennsylvania
– -$309K -9,340 Closed
MIAS
2733
Mason Investment Advisory Services
Virginia
– -$306K -9,237 Closed
CS
2734
Capital Square
Tennessee
– -$305K -9,205 Closed
SWIM
2735
Smallwood Wealth Investment Management
New Jersey
– -$301K -9,086 Closed
GHA
2736
GW Henssler & Associates
Georgia
– -$297K -8,953 Closed
SAM
2737
Security Asset Management
New York
– -$296K -8,952 Closed
FH
2738
FWG Holdings
Florida
– -$286K -8,625 Closed
EAM
2739
Empirical Asset Management
Massachusetts
– -$222K -8,352 Closed
TIA
2740
Tandem Investment Advisors
South Carolina
– -$276K -8,348 Closed
VPP
2741
Vertex Planning Partners
Illinois
– -$264K -7,956 Closed
CCFCSB
2742
Cape Cod Five Cents Savings Bank
Massachusetts
– -$263K -7,944 Closed
MC
2743
Maverick Capital
Texas
– -$260K -7,864 Closed
RCA
2744
Resonant Capital Advisors
Wisconsin
– -$255K -7,710 Closed
AIP
2745
Almanack Investment Partners
Pennsylvania
– -$254K -7,671 Closed
HPM
2746
Hoxton Planning & Management
West Virginia
– -$250K -7,556 Closed
AIA
2747
Acute Investment Advisory
Arizona
– -$248K -7,498 Closed
VBFG
2748
Vishria Bird Financial Group
Tennessee
– -$247K -7,473 Closed
ACA
2749
Ackerman Capital Advisors
Texas
– -$243K -7,333 Closed
FAFN
2750
First Affirmative Financial Network
Colorado
– -$242K -7,294 Closed
108 109
110
111 112