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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 %
WF
1676
Wayfinding Financial
Washington
$631K +$58.3K +2,040 +10%
LIA
1677
LBMC Investment Advisors
Tennessee
$629K -$7.09K -248 -1%
IIC
1678
Integrated Investment Consultants
Michigan
$629K +$343K +11,999 +120%
1WA
1679
180 Wealth Advisors
Washington
$629K +$52.2K +1,826 +9%
RWPA
1680
Richard W. Paul & Associates
Michigan
$627K +$18.5K +647 +3%
EA
1681
Ellsworth Advisors
Ohio
$627K +$627K +21,914 New
EA
1682
Eudaimonia Advisors
Tennessee
$625K -$37K -1,293 -6%
CWP
1683
Concord Wealth Partners
Virginia
$625K +$42.5K +1,487 +7%
HH
1684
Hilltop Holdings
Texas
$624K -$1.13M -39,629 -64%
MFGM
1685
Marshall Financial Group (Maryland)
Maryland
$622K +$14.3K +500 +2%
VFA
1686
Voya Financial Advisors
Connecticut
$622K +$319K +11,268 +105%
NFA
1687
Northern Financial Advisors
Michigan
$617K +$617K +21,585 New
OPA
1688
Old Port Advisors
Maine
$616K -$28.3K -987 -4%
BOS
1689
Bank of Stockton
California
$616K +$616K +21,523 New
WA
1690
Waddell & Associates
Tennessee
$614K -$2.4K -84 -0.4%
AFS
1691
Aft Forsyth & Sober
Florida
$613K – – –
TTWM
1692
TCV Trust & Wealth Management
Virginia
$612K +$27.4K +957 +5%
MSAM
1693
Moloney Securities Asset Management
Missouri
$612K +$13K +454 +2%
AAS
1694
Annex Advisory Services
Wisconsin
$611K -$8.02M -280,295 -93%
PWM
1695
PBMares Wealth Management
Virginia
$610K -$22.2K -776 -4%
LWP
1696
LMG Wealth Partners
Louisiana
$610K +$16.2K +566 +3%
PWMG
1697
Prestige Wealth Management Group
New Jersey
$608K -$3.86K -135 -0.6%
PPP
1698
Private Portfolio Partners
New Jersey
$608K +$32.4K +1,132 +6%
JFA
1699
JNBA Financial Advisors
Minnesota
$607K +$9.9K +346 +2%
WW
1700
Waterfront Wealth
Kansas
$605K -$5.15K -180 -0.8%
66 67
68
69 70