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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
+$651M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$281M
3
Harris Associates
Harris Associates
Illinois
+$252M
4
Deutsche Bank
Deutsche Bank
Germany
+$205M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$203M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.4B
2
Norges Bank
Norges Bank
Norway
-$703M
3
NEAM
New England Asset Management
Connecticut
-$643M
4
Capital World Investors
Capital World Investors
California
-$506M
5
Capital International Investors
Capital International Investors
California
-$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1401
Mill Capital Management
North Carolina
$1.06M +$74.2K +2,596 +8%
WEG
1402
World Equity Group
Illinois
$1.06M -$14.8M -74,288 -93%
SC
1403
Shay Capital
New York
$1.05M +$1.05M +36,800 New
JWM
1404
Jupiter Wealth Management
Colorado
$1.05M +$475K +16,600 +83%
BL
1405
Balentine LLC
Georgia
$1.05M -$818K -28,606 -44%
WMA
1406
Wealth Management Associates
New Jersey
$1.04M +$1.72K +60 +0.2%
PWPS
1407
Pinnacle Wealth Planning Services
Ohio
$1.04M -$357K -12,466 -26%
TIMH
1408
Tilt Investment Management Holdings
New York
$1.04M +$135K +4,728 +15%
EDRIA
1409
Edmonds Duncan Registered Investment Advisors
Kansas
$1.04M – – –
AAG
1410
Armstrong Advisory Group
Massachusetts
$1.03M -$36.2K -1,265 -3%
PCP
1411
Proficio Capital Partners
Massachusetts
$1.03M -$268K -9,383 -21%
PCM
1412
Princeton Capital Management
New Jersey
$1.03M -$30.3K -1,061 -3%
CCG
1413
Coastwise Capital Group
California
$1.03M +$211K +7,365 +26%
NAS
1414
Nicolet Advisory Services
Wisconsin
$1.03M +$243K +8,726 +31%
HWA
1415
Heritage Wealth Advisors
Virginia
$1.03M -$487K -17,021 -32%
BEC
1416
Blue Edge Capital
Virginia
$1.03M – – –
FANJ
1417
Financial Architects (New Jersey)
New Jersey
$1.03M -$28.9K -1,012 -3%
CAMG
1418
CWA Asset Management Group
Florida
$1.03M -$160K -5,600 -13%
FOFP
1419
Fee-Only Financial Planning
South Carolina
$1.03M – – –
GFS
1420
GYL Financial Synergies
Connecticut
$1.03M +$504K +17,622 +97%
BL
1421
BFSG LLC
California
$1.03M +$176K +6,155 +21%
SIG
1422
Sargent Investment Group
Maryland
$1.02M +$82K +2,869 +9%
RWA
1423
Ropes Wealth Advisors
Massachusetts
$1.02M -$84.8K -2,966 -8%
FDS
1424
Freedom Day Solutions
Texas
$1.02M -$65.8K -2,300 -6%
BFA
1425
Buttonwood Financial Advisors
Maryland
$1.02M -$1.92K -67 -0.2%
55 56
57
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