BAC icon

Bank of America
BAC

Overview Fund Activity

2,638 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,212 increasing their positions, 990 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,638
Holders Change
-66
Holders Change %
-2.44%
% of All Funds
42.23%
Holding in Top 10
88
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-30.16%
% of All Funds
1.41%
New
183
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
1
Berkshire Hathaway
Nebraska
$29.5B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$550M
3
Harris Associates
3
Harris Associates
Illinois
$1.44B
4
Deutsche Bank
4
Deutsche Bank
Germany
$923M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$17.6B

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$160M
2
Norges Bank
2
Norges Bank
Norway
$2.26B
3
NEAM
3
New England Asset Management
Connecticut
$7.28M
4
Capital World Investors
4
Capital World Investors
California
$2.04B
5
Capital International Investors
5
Capital International Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
2751
Willow Creek Wealth Management
California
– -$238K -7,189 Closed
DWA
2752
Douglass Winthrop Advisors
New York
– -$236K -7,140 Closed
CTFG
2753
Capstone Triton Financial Group
Oklahoma
– -$236K -7,111 Closed
HFAS
2754
Hummer Financial Advisory Services
Illinois
– -$232K -7,017 Closed
CFA
2755
Compass Financial Advisors
Indiana
– -$232K -7,006 Closed
MCWS
2756
McKinley Carter Wealth Services
West Virginia
– -$231K -6,978 Closed
LSWM
2757
Lorne Steinberg Wealth Management
Canada
– -$231K -6,977 Closed
SAMC
2758
Spectrum Asset Management (California)
California
– -$231K -6,966 Closed
IIA
2759
Integral Investment Advisors
California
– -$226K -6,832 Closed
MWA
2760
Motive Wealth Advisors
Michigan
– -$226K -6,817 Closed
AWP
2761
Abacus Wealth Partners
California
– -$226K -6,810 Closed
WAM
2762
Winslow Asset Management
Ohio
– -$225K -6,780 Closed
UAS
2763
United Asset Strategies
New York
– -$224K -6,776 Closed
SIAP
2764
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$224K -6,759 Closed
STB
2765
S&T Bank
Pennsylvania
– -$223K -6,733 Closed
RBCM
2766
Raub Brock Capital Management
California
– -$222K -6,700 Closed
RMCM
2767
Reynders McVeigh Capital Management
Massachusetts
– -$222K -6,691 Closed
OAM
2768
Occidental Asset Management
California
– -$220K -6,641 Closed
SFG
2769
StrategIQ Financial Group
Indiana
– -$218K -6,593 Closed
OWA
2770
Opal Wealth Advisors
New York
– -$217K -6,561 Closed
BC
2771
Brio Consultants
California
– -$216K -6,531 Closed
SFP
2772
Sandbox Financial Partners
Maryland
– -$216K -6,525 Closed
SOS
2773
Silver Oak Securities
Tennessee
– -$215K -6,504 Closed
RPG
2774
Resource Planning Group
Georgia
– -$215K -6,491 Closed
AMM
2775
American Money Management
California
– -$215K -6,487 Closed
109 110
111
112 113