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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 %
EWA
1251
Exencial Wealth Advisors
Oklahoma
$1.37M -$247K -8,606 -15%
PWG
1252
Portside Wealth Group
Utah
$1.37M +$1.37M +47,863 New
GFPC
1253
Global Financial Private Client
Florida
$1.37M +$2.51K +86 +0.2%
KWA
1254
Kingswood Wealth Advisors
California
$1.37M +$1.37M +47,626 New
EWA
1255
Etesian Wealth Advisors
Oregon
$1.37M +$34.8K +1,214 +3%
PFBT
1256
Parkside Financial Bank & Trust
Missouri
$1.36M +$85.7K +2,988 +7%
VT
1257
Vise Technologies
New York
$1.36M +$167K +5,831 +14%
IIM
1258
InTrack Investment Management
Vermont
$1.36M -$65.3K -2,277 -5%
AWM
1259
Avitas Wealth Management
California
$1.36M -$8.92K -311 -0.7%
CCM
1260
Chiron Capital Management
Florida
$1.36M +$719K +25,065 +113%
CSIC
1261
Clifford Swan Investment Counsel
California
$1.35M -$115 -4 -0%
CD
1262
Chapin Davis
Maryland
$1.35M +$104K +3,642 +8%
OWA
1263
Octavia Wealth Advisors
Ohio
$1.35M +$72K +2,511 +6%
LB
1264
Legacy Bridge
Iowa
$1.34M +$11.5K +400 +0.9%
WIM
1265
Westside Investment Management
California
$1.34M +$20.2K +700 +2%
EM
1266
Excalibur Management
Massachusetts
$1.34M +$34.9K +1,216 +3%
WSTAM
1267
Wilbanks Smith & Thomas Asset Management
Virginia
$1.34M -$129K -4,501 -9%
BMM
1268
Buffington Mohr McNeal
Idaho
$1.34M – – –
HH
1269
Hilltop Holdings
Texas
$1.33M +$706K +24,624 +113%
WP
1270
WealthSource Partners
California
$1.32M +$127K +4,423 +11%
WPW
1271
Waldron Private Wealth
Pennsylvania
$1.32M -$307K -10,712 -19%
AB
1272
Atlas Brown
Kentucky
$1.32M +$25.9K +903 +2%
AG
1273
Algert Global
California
$1.32M – – –
NL
1274
NVWM LLC
Pennsylvania
$1.32M +$109K +3,793 +9%
KCFA
1275
Key Client Fiduciary Advisors
New Jersey
$1.31M +$67.7K +2,361 +5%
49 50
51
52 53