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Bank of America
BAC

Overview Fund Activity

2,587 hedge funds and large institutions have $169B invested in Bank of America in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 1,179 increasing their positions, 927 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,587
Holders Change
-40
Holders Change %
-1.52%
% of All Funds
44.73%
Holding in Top 10
118
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.81%
% of All Funds
2.04%
New
123
Increased
1,179
Reduced
927
Closed
122
Calls
$4.16B
Puts
$5.83B
Net Calls
-$1.67B
Net Calls Change
+$149M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.17B
2
GQG Partners
GQG Partners
Florida
+$1.04B
3
Fisher Asset Management
Fisher Asset Management
Washington
+$574M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$433M
5
Franklin Resources
Franklin Resources
California
+$246M

Top Sellers

1
BlackRock
BlackRock
New York
-$346M
2
MPCL
My Personal CFO LLC
Washington
-$320M
3
AS
Altshuler Shaham
Israel
-$313M
4
WT
Wellcome Trust
United Kingdom
-$249M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
XSC
1501
X-Square Capital
Puerto Rico
$825K +$5.89K +195 +0.7%
GWM
1502
Greenwich Wealth Management
Connecticut
$824K +$15.5K +515 +2%
HPWM
1503
Highland Private Wealth Management
Washington
$823K +$23.2K +768 +3%
OC
1504
Oakworth Capital
Alabama
$822K – – –
QC
1505
Quent Capital
New York
$822K +$50.9K +1,684 +7%
AWS
1506
Arkfeld Wealth Strategies
Nebraska
$820K +$5.13K +162 +0.6%
PCM
1507
Potomac Capital Management
New York
$818K – – –
WAG
1508
Winthrop Advisory Group
Massachusetts
$818K +$1.72K +57 +0.2%
RPC
1509
Rossmore Private Capital
Connecticut
$817K – – –
FFA
1510
First Foundation Advisors
California
$817K +$111K +3,681 +16%
KFGK
1511
Keystone Financial Group (Kentucky)
Kentucky
$814K +$14.4K +477 +2%
MWM
1512
Maltin Wealth Management
New Jersey
$814K +$561K +18,566 +221%
AHC
1513
Adell Harriman & Carpenter
Texas
$814K +$58.6K +1,940 +8%
JDR
1514
Jay D. Rosenbaum
$813K -$244K -8,080 -23%
LBC
1515
Lowe Brockenbrough & Co
Virginia
$812K +$9.06K +300 +1%
FCFS
1516
First Command Financial Services
Texas
$811K -$69.3K -2,296 -8%
FCB
1517
First Command Bank
Texas
$811K -$69.3K -2,296 -8%
EW
1518
Evoke Wealth
California
$811K -$10.6K -350 -1%
BCM
1519
BTC Capital Management
Iowa
$810K -$24.6K -816 -3%
KMWM
1520
Keudell/Morrison Wealth Management
Oregon
$809K +$423 +14 +0.1%
MMHP
1521
Murphy Middleton Hinkle & Parker
Georgia
$807K +$29.2K +968 +4%
HNWAG
1522
High Net Worth Advisory Group
Florida
$805K – – –
SFP
1523
Shepherd Financial Partners
Massachusetts
$804K +$29.1K +963 +4%
AP
1524
Adero Partners
California
$802K +$13.8K +393 +2%
FAG
1525
Fortitude Advisory Group
Washington
$800K -$8.52K -282 -1%
59 60
61
62 63