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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 %
WP
2001
WealthShield Partners
North Carolina
$391K -$17.4K -610 -4%
WJA
2002
Willis Johnson & Associates
Texas
$391K +$49K +1,712 +14%
SN
2003
Sittner & Nelson
Oregon
$390K +$172 +6 +0%
SSWM
2004
Sheets Smith Wealth Management
North Carolina
$388K +$4.29K +150 +1%
NWA
2005
New World Advisors
Massachusetts
$388K -$7.81K -273 -2%
JC
2006
JB Capital
Connecticut
$388K +$17K +593 +5%
HI
2007
Hudock Inc
Pennsylvania
$387K -$34.6K -1,211 -8%
SP
2008
Successful Portfolios
Florida
$386K -$2.63K -92 -0.7%
TAIM
2009
TD Ameritrade Investment Management
Nebraska
$384K -$121K -4,249 -24%
RCG
2010
Regatta Capital Group
California
$383K – – –
IF
2011
Integrity Financial
Wyoming
$382K +$2.6K +91 +0.7%
VIM
2012
VELA Investment Management
Ohio
$381K -$303K -10,598 -44%
BT
2013
Brandywine Trust
Delaware
$381K – – –
WIP
2014
WealthCare Investment Partners
Rhode Island
$381K +$7.89K +276 +2%
Aristotle Capital Management
2015
Aristotle Capital Management
California
$380K -$275K -9,615 -42%
Fuller & Thaler Asset Management
2016
Fuller & Thaler Asset Management
California
$380K – – –
CC
2017
Chicago Capital
Illinois
$379K +$28.6K +1,000 +8%
BP
2018
BBR Partners
New York
$379K +$34.1K +1,192 +10%
KCPG
2019
Kavar Capital Partners Group
Kansas
$378K -$91.5K -3,199 -19%
AWP
2020
Ascent Wealth Partners
New York
$378K +$6.41K +224 +2%
CI
2021
Cavalier Investments
Georgia
$378K +$21.2K +740 +6%
CC
2022
Corton Capital
Ontario, Canada
$378K +$196K +6,851 +108%
MPIA
2023
Mountain Pacific Investment Advisers
Idaho
$377K – – –
PBT
2024
Pictet Bank & Trust
Bahamas
$376K – – –
SCG
2025
Sonata Capital Group
Washington
$376K +$100K +3,500 +36%
79 80
81
82 83