BAC icon

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 %
LFA
1926
Landmark Financial Advisors
Kentucky
$437K -$68.6K -2,400 -14%
WRPWM
1927
Werba Rubin Papier Wealth Management
California
$437K +$55.7K +1,948 +15%
RWB
1928
RMR Wealth Builders
New Jersey
$437K -$38.6K -1,351 -8%
BC
1929
Bridgefront Capital
Texas
$436K +$436K +15,260 New
BCM
1930
Basso Capital Management
Connecticut
$435K +$435K +15,200 New
NP
1931
Nilsine Partners
Colorado
$434K +$434K +15,186 New
MFC
1932
Mechanics Financial Corp
Ohio
$433K -$61.7K -2,156 -12%
AFAS
1933
Acorn Financial Advisory Services
Virginia
$433K +$38.4K +1,341 +10%
TIA
1934
Tiemann Investment Advisors
California
$433K -$37.2K -1,300 -8%
FMP
1935
Financial Management Professionals
Texas
$432K -$1.83K -64 -0.4%
CIC
1936
Crawford Investment Counsel
Georgia
$430K -$131K -4,572 -23%
EWA
1937
Encompass Wealth Advisors
Oregon
$429K +$86 +3 +0%
WA
1938
WESPAC Advisors
California
$428K -$426K -14,888 -50%
CIA
1939
Cape Investment Advisory
Georgia
$428K +$428K +14,955 New
LNB
1940
Ledyard National Bank
$427K +$65.2K +2,279 +18%
AWM
1941
Angeles Wealth Management
California
$426K +$41.6K +1,453 +11%
VAFP
1942
Vahanian & Associates Financial Planning
New York
$426K +$64.4K +2,250 +18%
RHAM
1943
Round Hill Asset Management
California
$425K – – –
SAM
1944
Summit Asset Management
Tennessee
$425K +$74.4K +2,600 +21%
RCA
1945
Ranch Capital Advisors
Florida
$424K +$74.9K +2,619 +21%
FWCM
1946
Ferguson Wellman Capital Management
Oregon
$424K -$24.9K -870 -6%
BWCS
1947
Beirne Wealth Consulting Services
Connecticut
$424K +$23.1K +809 +6%
CCB
1948
Cutter & Co Brokerage
Missouri
$423K -$55.2K -1,929 -12%
TPWM
1949
Twelve Points Wealth Management
Massachusetts
$421K +$10.6K +370 +3%
FMN
1950
Financial Management Network
California
$421K +$5.43K +194 +1%
76 77
78
79 80