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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 %
SAM
1501
S.A. Mason
Michigan
$859K – – –
GC
1502
GFG Capital
Florida
$857K -$1.18K -41 -0.1%
SIC
1503
Sterling Investment Counsel
New York
$854K -$8.41K -293 -1%
NLP
1504
Next Level Private
New York
$847K +$157K +5,478 +23%
CCP
1505
Clough Capital Partners
Massachusetts
$846K -$8.24M -287,240 -91%
MC
1506
Miramar Capital
Illinois
$846K +$104K +3,627 +14%
EW
1507
Evoke Wealth
California
$845K +$32.4K +1,130 +4%
DA
1508
Denali Advisors
California
$843K +$126K +4,400 +18%
CAM
1509
Covenant Asset Management
New Jersey
$842K +$8.81K +307 +1%
UWPG
1510
Ullmann Wealth Partners Group
Florida
$837K -$2.32K -81 -0.3%
LFA
1511
Legacy Financial Advisors
Kentucky
$834K +$173K +6,027 +26%
GSC
1512
Grey Street Capital
Illinois
$834K +$596K +20,780 +251%
PFS
1513
Physicians Financial Services
North Carolina
$833K -$35.4K -1,235 -4%
PCS
1514
Personal CFO Solutions
New Jersey
$832K +$36.2K +1,261 +5%
KA
1515
Kovack Advisors
Florida
$831K -$26.8K -935 -3%
TSWM
1516
Tyler-Stone Wealth Management
Ohio
$831K +$831K +28,949 New
CG
1517
Corundum Group
Colorado
$830K -$249K -8,663 -23%
AWM
1518
Accurate Wealth Management
Florida
$828K +$163K +5,571 +24%
FFA
1519
First Foundation Advisors
California
$827K +$33K +1,149 +4%
LBC
1520
Lowe Brockenbrough & Co
Virginia
$827K – – –
QC
1521
Quent Capital
New York
$825K +$10.8K +377 +1%
SFP
1522
Shepherd Financial Partners
Massachusetts
$824K +$31.7K +1,105 +4%
PGWM
1523
Pitti Group Wealth Management
New York
$822K +$290K +10,100 +54%
MPW
1524
Monterey Private Wealth
California
$821K -$1.72K -60 -0.2%
WAG
1525
Winthrop Advisory Group
Massachusetts
$821K -$8.23K -287 -1%
59 60
61
62 63