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Bank of America
BAC

Overview Fund Activity

2,627 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,068 increasing their positions, 1,120 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,627
Holders Change
-12
Holders Change %
-0.45%
% of All Funds
41.43%
Holding in Top 10
86
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.27%
% of All Funds
1.36%
New
146
Increased
1,068
Reduced
1,120
Closed
136
Calls
$3.91B
Puts
$5.52B
Net Calls
-$1.61B
Net Calls Change
-$1.89M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$389M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$315M
3
BlackRock
BlackRock
New York
+$300M
4
Morgan Stanley
Morgan Stanley
New York
+$259M
5
Goldman Sachs
Goldman Sachs
New York
+$241M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$837M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$390M
4
Ameriprise
Ameriprise
Minnesota
-$348M
5
Boston Partners
Boston Partners
Massachusetts
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
2726
Artal Group
Luxembourg
– -$229K -8,000 Closed
FM
2727
Family Management
New York
– -$225K -7,856 Closed
WDL
2728
Well Done LLC
Michigan
– -$222K -7,749 Closed
PHAM
2729
Palisades Hudson Asset Management
Florida
– -$219K -7,662 Closed
AWM
2730
Aspire Wealth Management
Massachusetts
– -$218K -7,611 Closed
CPA
2731
Cardiff Park Advisors
California
– -$217K -7,586 Closed
IFS
2732
Ifrah Financial Services
Arkansas
– -$216K -7,567 Closed
CFO
2733
Collective Family Office
Pennsylvania
– -$214K -7,478 Closed
RAM
2734
Readystate Asset Management
Illinois
– -$212K -7,418 Closed
MFG
2735
Monte Financial Group
Connecticut
– -$209K -7,324 Closed
DBIA
2736
Dumont & Blake Investment Advisors
New Jersey
– -$209K -7,290 Closed
IAG
2737
Investment Advisory Group
Massachusetts
– -$208K -7,264 Closed
TBC
2738
Ted Buchan & Co
California
– -$207K -7,250 Closed
HAIM
2739
Hunter Associates Investment Management
Pennsylvania
– -$205K -7,223 Closed
MCA
2740
Magnolia Capital Advisors
Mississippi
– -$202K -7,069 Closed
RCM
2741
Radnor Capital Management
Pennsylvania
– -$202K -7,055 Closed
SFM
2742
Spartan Fund Management
Canada
– -$180K -6,300 Closed
FA
2743
Fortis Advisors
Pennsylvania
– -$172K -6,000 Closed
MWC
2744
MBM Wealth Consultants
Missouri
– -$84K -3,006 Closed
CA
2745
Claar Advisors
New York
– -$85.8K -3,000 Closed
ST
2746
Sageworth Trust
Pennsylvania
– -$62.3K -2,179 Closed
QL
2747
Quarry LP
New York
– -$37K -1,295 Closed
SC
2748
Schubert & Co
Texas
– -$36.6K -1,278 Closed
GFWA
2749
Grey Fox Wealth Advisors
Delaware
– -$36.1K -1,261 Closed
KIG
2750
Kessler Investment Group
Indiana
– -$25.7K -900 Closed
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