BAC icon

Bank of America
BAC

Overview Fund Activity

2,587 hedge funds and large institutions have $169B invested in Bank of America in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 1,179 increasing their positions, 927 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,587
Holders Change
-40
Holders Change %
-1.52%
% of All Funds
44.73%
Holding in Top 10
118
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.81%
% of All Funds
2.04%
New
123
Increased
1,179
Reduced
927
Closed
122
Calls
$4.16B
Puts
$5.83B
Net Calls
-$1.67B
Net Calls Change
+$149M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.17B
2
GQG Partners
GQG Partners
Florida
+$1.04B
3
Fisher Asset Management
Fisher Asset Management
Washington
+$574M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$433M
5
Franklin Resources
Franklin Resources
California
+$246M

Top Sellers

1
BlackRock
BlackRock
New York
-$346M
2
MPCL
My Personal CFO LLC
Washington
-$320M
3
AS
Altshuler Shaham
Israel
-$313M
4
WT
Wellcome Trust
United Kingdom
-$249M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFT
1926
Alpha Family Trust
California
$410K +$410K +13,575 New
OCM
1927
Orleans Capital Management
Louisiana
$409K -$42.3K -1,400 -9%
CPSC
1928
Carl P. Sherr & Co
Massachusetts
$409K -$12.1K -401 -3%
DWM
1929
Doyle Wealth Management
Florida
$409K +$332 +11 +0.1%
MA
1930
MJP Associates
Connecticut
$409K +$27.8K +920 +7%
WIP
1931
WealthCare Investment Partners
Rhode Island
$408K +$21.9K +726 +6%
PFA
1932
Pure Financial Advisors
California
$408K +$26.1K +863 +7%
KFP
1933
KMG Fiduciary Partners
Ohio
$408K +$50.6K +1,678 +14%
CST
1934
Charles Schwab Trust
Nevada
$405K -$68.3K -2,263 -14%
IP
1935
Ignite Planners
California
$405K -$26.1K -839 -6%
B
1936
Brightworth
Georgia
$405K +$15.6K +517 +4%
CCM
1937
CTC Capital Management
Illinois
$405K +$405K +13,400 New
MPIA
1938
Mountain Pacific Investment Advisers
Idaho
$404K -$34.2K -1,133 -8%
RCG
1939
Rock Creek Group
District of Columbia
$404K +$28K +927 +7%
VW
1940
Vance Wealth
California
$403K +$91 +3 +0%
IF
1941
Integrity Financial
Wyoming
$403K +$18.3K +607 +5%
SSWM
1942
Sheets Smith Wealth Management
North Carolina
$402K -$3.38K -112 -0.8%
BT
1943
Brandywine Trust
Delaware
$402K – – –
CCFM
1944
Clear Creek Financial Management
Washington
$402K +$6.56K +217 +2%
UFA
1945
US Financial Advisors
Massachusetts
$399K – – –
EWM
1946
Evermay Wealth Management
Virginia
$399K +$6.04K +200 +2%
CI
1947
Cavalier Investments
Georgia
$396K -$33.8K -1,118 -8%
CWS
1948
Cypress Wealth Services
California
$396K -$30.3K -984 -7%
V
1949
VeraBank
Texas
$396K – – –
SP
1950
Successful Portfolios
Florida
$396K +$3.02K +100 +0.8%
76 77
78
79 80