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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 %
JWM
2001
JGP Wealth Management
Oregon
$367K +$61.7K +2,006 +20%
DOA
2002
D'Orazio & Associates
Virginia
$366K +$366K +12,133 New
CWM
2003
Centric Wealth Management
Illinois
$365K -$1.82M -60,181 -83%
PWMG
2004
Pinnacle Wealth Management Group
Michigan
$365K – – –
BHA
2005
Beech Hill Advisors
New York
$364K – – –
GFP
2006
Gryphon Financial Partners
Ohio
$364K +$62.2K +2,059 +21%
GM
2007
Granger Management
New York
$363K -$1.66M -54,940 -82%
RCA
2008
Ranch Capital Advisors
Florida
$363K -$102K -3,383 -22%
SFS
2009
Summit Financial Strategies
Ohio
$363K +$3.78K +125 +1%
WAM
2010
WFA Asset Management
Wisconsin
$361K – – –
AMC
2011
Asset Management Corp
Illinois
$361K -$37.8K -1,251 -9%
NFG
2012
Nadler Financial Group
Illinois
$360K +$1.51K +50 +0.4%
BEAM
2013
Baker Ellis Asset Management
Washington
$360K +$75.6K +2,500 +27%
NWA
2014
New World Advisors
Massachusetts
$359K -$60.3K -2,000 -14%
FMTC
2015
Farmers & Merchants Trust Company
California
$359K -$4.95K -164 -1%
SFG
2016
Summit Financial Group
West Virginia
$358K – – –
FTC
2017
Farmers Trust Company
Ohio
$358K – – –
CCT
2018
Capital City Trust
Florida
$357K -$9.05K -300 -2%
CAM
2019
Campion Asset Management
Virginia
$357K – – –
HBW
2020
Hazlett, Burt & Watson
West Virginia
$357K +$6.04K +200 +2%
VFA
2021
Voya Financial Advisors
Connecticut
$357K +$30.6K +999 +9%
KA
2022
Kercheville Advisors
Texas
$356K -$5.83K -193 -2%
SAM
2023
Synergy Asset Management
Washington
$356K -$3.71K -123 -1%
BIA
2024
BHK Investment Advisors
Alabama
$356K – – –
KWM
2025
Kolinsky Wealth Management
New Jersey
$356K +$3.84K +127 +1%
79 80
81
82 83