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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 %
CA
1951
Crumly & Associates
Illinois
$420K +$420K +14,700 New
CWM
1952
Cahaba Wealth Management
Georgia
$420K +$92K +3,217 +28%
ABLA
1953
Alan B. Lancz & Associates
Ohio
$420K – – –
OTL
1954
Oak Thistle LLC
New York
$419K +$419K +14,645 New
IBOK
1955
Independence Bank of Kentucky
Kentucky
$418K +$64.8K +2,265 +18%
CWS
1956
Cypress Wealth Services
California
$417K +$18.5K +648 +5%
GC
1957
Gilbert & Cook
Iowa
$417K +$10.4K +365 +3%
NRI
1958
NFP Retirement Inc
California
$416K +$136K +4,742 +48%
BWA
1959
Brave Warrior Advisors
New York
$416K – – –
TNAM
1960
Terra Nova Asset Management
New York
$415K +$114 +4 +0%
HC
1961
Hamilton Capital
Ohio
$414K +$50.4K +1,761 +14%
FCB
1962
First County Bank
Connecticut
$414K -$111K -3,881 -21%
CST
1963
Charles Schwab Trust
Nevada
$414K -$4.83K -169 -1%
AIA
1964
Angeles Investment Advisors
California
$414K +$98.8K +3,454 +31%
SFWA
1965
Summit Financial Wealth Advisors
Louisiana
$412K +$4K +140 +1%
LCM
1966
LVM Capital Management
Michigan
$411K -$47.6K -1,665 -10%
BWM
1967
BCS Wealth Management
Tennessee
$411K +$189K +6,598 +85%
NG
1968
Northstar Group
New York
$411K – – –
ZIG
1969
Zullo Investment Group
Pennsylvania
$409K +$2.49K +87 +0.6%
JWM
1970
Jessup Wealth Management
Ohio
$409K -$3.39M -118,481 -89%
DWM
1971
Defined Wealth Management
Oregon
$409K – – –
VWMG
1972
Virginia Wealth Management Group
Virginia
$408K +$11.2K +390 +3%
MCM
1973
MV Capital Management
Maryland
$407K +$57.2K +2,001 +16%
BCM
1974
Barden Capital Management
Texas
$406K +$9.1K +318 +2%
TCM
1975
Towercrest Capital Management
Pennsylvania
$405K -$29 -1 -0%
77 78
79
80 81