BAC icon

Bank of America

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
726
Congress Wealth Management
Massachusetts
$4.52M +$612K +21,408 +16%
SFG
727
SevenBridge Financial Group
Pennsylvania
$4.51M -$915 -32 -0%
RIL
728
Rothschild Investment LLC
Illinois
$4.5M +$142K +4,968 +3%
IPW
729
Inlet Private Wealth
Florida
$4.5M -$70.1K -2,450 -2%
VCM
730
Viewpoint Capital Management
Washington
$4.49M -$48.9K -1,710 -1%
HFS
731
Hantz Financial Services
Michigan
$4.48M -$7.14M -249,586 -61%
SIM
732
Stratos Investment Management
Ohio
$4.44M +$94K +3,287 +2%
CCM
733
Check Capital Management
California
$4.39M +$1.02M +35,796 +30%
AIM
734
Avity Investment Management
Connecticut
$4.38M +$306K +10,704 +8%
MI
735
M3F Inc
Utah
$4.38M +$4.38M +153,000 New
AC
736
Aldebaran Capital
Indiana
$4.37M -$3.43K -120 -0.1%
ICP
737
Ironvine Capital Partners
Nebraska
$4.37M -$2.02M -70,571 -32%
BAAM
738
Baker Avenue Asset Management
California
$4.36M +$324K +11,319 +8%
TCOV
739
Trust Company of Vermont
Vermont
$4.36M -$193K -6,752 -4%
BFG
740
Bleakley Financial Group
New Jersey
$4.34M -$377K -13,195 -8%
CCT
741
Chemung Canal Trust
New York
$4.33M +$470K +16,447 +12%
LPT
742
Legacy Private Trust
Wisconsin
$4.33M -$18.6K -650 -0.4%
HW
743
Hedeker Wealth
Illinois
$4.33M -$35.7K -1,249 -0.8%
HIC
744
Harbor Island Capital
Massachusetts
$4.32M +$623K +21,770 +17%
CT
745
Chicago Trust
Illinois
$4.32M +$262K +9,170 +6%
QOP
746
Quinn Opportunity Partners
Virginia
$4.32M +$4.32M +151,000 New
TI
747
Tidal Investments
Wisconsin
$4.31M +$926K +32,397 +27%
BIP
748
Blue Investment Partners
California
$4.3M +$715K +25,000 +20%
AUB
749
Atlantic Union Bankshares
Virginia
$4.3M +$612K +21,383 +17%
FC
750
Fusion Capital
South Carolina
$4.29M +$3.68M +128,791 +611%