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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 %
FFP
1701
FourThought Financial Partners
Florida
$594K +$2.96K +103 +0.5%
LAM
1702
L2 Asset Management
Massachusetts
$594K +$45.3K +1,580 +8%
AFG
1703
Allegheny Financial Group
Pennsylvania
$593K +$4.62K +161 +0.8%
BC
1704
Barrett & Company
Rhode Island
$592K +$316 +11 +0.1%
CFG
1705
CKW Financial Group
Hawaii
$588K – – –
AFO
1706
Allie Family Office
Florida
$588K -$1.44M -50,000 -71%
AIA
1707
AIMZ Investment Advisors
California
$587K -$4.3K -150 -0.7%
TFCP
1708
Twin Focus Capital Partners
Massachusetts
$587K -$314K -10,947 -35%
BC
1709
Brookfield Corp
Ontario, Canada
$585K -$10M -349,063 -94%
CAM
1710
Close Asset Management
United Kingdom
$584K +$4.36K +152 +0.8%
VWMG
1711
Virginia Wealth Management Group
Virginia
$584K +$174K +6,065 +42%
HCMG
1712
Howard Capital Management Group
California
$583K – – –
BFWA
1713
Benchmark Financial Wealth Advisors
Florida
$583K -$18.6K -647 -3%
OA
1714
Operose Advisors
Wisconsin
$582K +$397K +13,834 +214%
HL
1715
HeadInvest LLC
Maine
$580K +$12.8K +409 +2%
FBC
1716
Fairfield, Bush & Co
Connecticut
$580K +$258K +8,996 +80%
BHB
1717
Bank Hapoalim BM
Israel
$579K -$19.8K -690 -3%
CSC
1718
Caldwell Sutter Capital
California
$579K +$323K +11,264 +127%
MFG
1719
Menard Financial Group
Texas
$579K +$78.7K +2,744 +16%
ANBT
1720
American National Bank & Trust
Texas
$577K -$2.73K -95 -0.5%
CIA
1721
Caerus Investment Advisors
Texas
$577K – – –
MSA
1722
Marino Stram & Associates
Massachusetts
$576K +$72.6K +2,531 +14%
AHB
1723
Abner Herrman & Brock
New Jersey
$576K -$2.7K -94 -0.5%
AWM
1724
Accel Wealth Management
Iowa
$575K +$2.44K +85 +0.4%
BIA
1725
Bigelow Investment Advisors
Maine
$575K +$46.1K +1,608 +9%
67 68
69
70 71