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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 %
TPW
1701
Transatlantique Private Wealth
New York
$603K -$532K -18,615 -47%
FPA
1702
First Pacific Advisors
California
$601K – – –
VA
1703
Valmark Advisers
Ohio
$600K -$2.52K -88 -0.4%
BFWA
1704
Benchmark Financial Wealth Advisors
Florida
$600K +$92.8K +3,245 +18%
CAM
1705
Congress Asset Management
Massachusetts
$600K -$18.4K -645 -3%
RCM
1706
Raleigh Capital Management
North Carolina
$600K +$52.1K +1,823 +10%
FIM
1707
Freedom Investment Management
Connecticut
$599K -$68.5K -2,396 -10%
CNBTD
1708
Citizens National Bank Trust Department
Mississippi
$598K -$2.15K -75 -0.4%
BHB
1709
Bank Hapoalim BM
Israel
$597K +$397K +13,880 +198%
LAM
1710
LifePro Asset Management
California
$596K – – –
BFG
1711
Barber Financial Group
Kansas
$596K +$172 +6 +0%
CIM
1712
Confluence Investment Management
Missouri
$595K +$595K +20,789 New
AF
1713
Advisornet Financial
Minnesota
$594K +$43.6K +1,524 +8%
BC
1714
Barrett & Company
Rhode Island
$590K +$11.6K +407 +2%
AG
1715
AIA Group
Hong Kong
$590K -$15.6K -544 -3%
FFP
1716
FourThought Financial Partners
Florida
$590K -$217K -7,589 -27%
WP
1717
Westmount Partners
California
$590K -$8.9K -311 -1%
AIA
1718
AIMZ Investment Advisors
California
$590K -$2.86K -100 -0.5%
BWM
1719
Baystate Wealth Management
Massachusetts
$588K -$39K -1,364 -6%
VW
1720
Vance Wealth
California
$588K +$206K +7,205 +54%
WA
1721
Wealth Advisors
California
$587K -$2.47K -86 -0.4%
AFG
1722
Allegheny Financial Group
Pennsylvania
$586K +$1.46K +51 +0.2%
CFG
1723
CKW Financial Group
Hawaii
$586K +$7.26K +254 +1%
HCMG
1724
Howard Capital Management Group
California
$581K – – –
AWM
1725
Aprio Wealth Management
Georgia
$581K +$944 +33 +0.2%
67 68
69
70 71