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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 %
CAM
1651
Cypress Asset Management
Texas
$658K +$42K +1,470 +7%
GP
1652
Greenline Partners
New York
$655K +$329K +11,494 +101%
EFG
1653
Everhart Financial Group
Ohio
$655K -$65.5K -2,291 -9%
ST
1654
Sentinel Trust
Texas
$653K -$829 -29 -0.1%
CFMC
1655
Curbstone Financial Management Corp
New Hampshire
$650K +$91.1K +3,186 +16%
AP
1656
Arlington Partners
Alabama
$650K +$20.3K +711 +3%
GWS
1657
Glassman Wealth Services
Virginia
$647K -$41.5K -1,452 -6%
CSA
1658
Cottage Street Advisors
Massachusetts
$645K +$645K +22,536 New
HFRG
1659
Houlihan Financial Resource Group
Virginia
$642K – – –
LWM
1660
Liberty Wealth Management
California
$641K +$641K +22,473 New
WA
1661
Wealth Alliance
New York
$641K +$103K +3,609 +19%
MYIA
1662
Mount Yale Investment Advisors
Colorado
$641K -$103K -3,589 -14%
NHT
1663
New Hampshire Trust
New Hampshire
$641K -$2.86K -100 -0.4%
EFH
1664
Eaton Financial Holdings
Florida
$640K -$110K -3,840 -15%
AOI
1665
Auto-Owners Insurance
Michigan
$640K – – –
MMA
1666
Miracle Mile Advisors
California
$640K -$1.52K -53 -0.2%
CFO
1667
Callan Family Office
Pennsylvania
$639K +$639K +22,333 New
LSA
1668
Lion Street Advisors
Texas
$638K +$408K +14,272 +177%
WDA
1669
Wendell David Associates
New Hampshire
$638K – – –
BFA
1670
Beacon Financial Advisory
Ohio
$638K +$34.3K +1,200 +6%
AWM
1671
Accurate Wealth Management
Florida
$638K +$95.8K +3,428 +18%
CCM
1672
Chiron Capital Management
Florida
$635K +$450K +15,720 +243%
CC
1673
Callan Capital
California
$634K +$14.3K +501 +2%
BAG
1674
Briggs Advisory Group
Rhode Island
$633K +$29 +1 +0%
AFO
1675
Allie Family Office
Florida
$632K +$458K +51,000 +263%
65 66
67
68 69