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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 %
BIA
1901
Barry Investment Advisors
Massachusetts
$455K +$42.5K +1,485 +10%
VCP
1902
Verus Capital Partners
Arizona
$454K +$29.7K +1,037 +7%
MA
1903
MJP Associates
Connecticut
$454K +$2.83K +99 +0.6%
BWM
1904
Blossom Wealth Management
California
$454K +$72.8K +2,545 +19%
FFG
1905
Fortem Financial Group
California
$454K -$34.9K -1,220 -7%
OWM
1906
OneAscent Wealth Management
Alabama
$453K -$42.7K -1,492 -9%
AC
1907
Avestar Capital
New York
$452K -$46.2K -1,614 -9%
GA
1908
Geller Advisors
New York
$452K -$127K -4,427 -22%
HWA
1909
HHM Wealth Advisors
Tennessee
$451K +$6.86K +240 +2%
CFP
1910
Catalyst Financial Partners
Massachusetts
$451K -$5.09K -178 -1%
HIC
1911
Harvey Investment Company
Kentucky
$449K – – –
GPI
1912
General Partner Inc
Pennsylvania
$449K – – –
VC
1913
Veracity Capital
Georgia
$448K -$17.6K -617 -4%
DBT
1914
Dubuque Bank & Trust
Iowa
$448K -$58.6K -2,050 -12%
SIC
1915
Shoker Investment Counsel
Ohio
$447K +$400 +14 +0.1%
GC
1916
Gratus Capital
Georgia
$447K +$31K +1,083 +7%
OFW
1917
Omnia Family Wealth
Florida
$445K -$38K -1,327 -8%
CAM
1918
Cidel Asset Management
Ontario, Canada
$444K +$4.83K +169 +1%
WFAG
1919
Wescott Financial Advisory Group
Pennsylvania
$444K +$23.1K +807 +5%
FRM
1920
Fox Run Management
Connecticut
$442K +$442K +15,445 New
AWA
1921
Amplius Wealth Advisors
Pennsylvania
$440K -$315 -11 -0.1%
WWM
1922
Wagner Wealth Management
South Carolina
$440K +$172K +6,024 +64%
PFG
1923
PAX Financial Group
Texas
$439K +$439K +15,353 New
RBC
1924
Romano Brothers & Co
Illinois
$438K +$13K +455 +3%
CSB
1925
City State Bank
Iowa
$438K -$11.4K -400 -3%
75 76
77
78 79