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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 %
FMB
1626
Field & Main Bank
Kentucky
$678K +$17.2K +600 +3%
EWA
1627
EverSource Wealth Advisors
Alabama
$677K +$37.4K +1,306 +6%
DMBA
1628
Deseret Mutual Benefit Administrators
Utah
$676K +$44.5K +1,556 +7%
ONST
1629
Old North State Trust
North Carolina
$675K +$12K +420 +2%
WFA
1630
Wellspring Financial Advisors
Ohio
$673K +$493K +17,221 +273%
PCMF
1631
Private Capital Management (Florida)
Florida
$673K +$172K +6,000 +34%
LJAC
1632
L.J. Altfest & Co
New York
$672K +$69.1K +2,416 +11%
BOH
1633
Bank of Hawaii
Hawaii
$671K -$316K -11,061 -32%
AC
1634
Allstate Corporation
Illinois
$670K -$8.51M -297,698 -93%
TWA
1635
TCI Wealth Advisors
Arizona
$669K -$47.4K -1,656 -7%
GPA
1636
Garrison Point Advisors
California
$667K +$10.1K +352 +2%
CWA
1637
Canvas Wealth Advisors
Kansas
$666K +$10.8K +375 +2%
UL
1638
Unionview LLC
Washington
$665K -$27.8K -971 -4%
BDF
1639
Black Diamond Financial
Maryland
$665K +$55.5K +1,942 +9%
NGA
1640
Naples Global Advisors
Florida
$664K -$2.03K -71 -0.3%
AWE
1641
Avidian Wealth Enterprises
Texas
$664K +$32.3K +1,131 +5%
DFG
1642
Delta Financial Group
New Jersey
$664K +$2.52K +88 +0.4%
BCM
1643
BTC Capital Management
Iowa
$664K -$167K -5,824 -20%
CWA
1644
Clearview Wealth Advisors
Oregon
$663K -$295K -10,307 -31%
FTWA
1645
Fifth Third Wealth Advisors
Ohio
$663K +$663K +23,173 New
GLLW
1646
Graves Light Lenhart Wealth
Virginia
$662K -$3.06K -107 -0.5%
RVPG
1647
Relative Value Partners Group
$662K -$156K -5,457 -19%
LFA
1648
Legacy Financial Advisors
Kentucky
$659K +$47.8K +1,671 +8%
BCWM
1649
Bartlett & Co Wealth Management
Ohio
$658K -$143 -5 -0%
BC
1650
Bartlett & Co
Ohio
$658K -$143 -5 -0%
64 65
66
67 68