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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 %
SSW
2051
Stone Summit Wealth
Florida
$339K – – –
LC
2052
LCNB Corp
Ohio
$339K +$11.3K +375 +3%
BO
2053
BRR OpCo
Ohio
$339K +$13.2K +437 +4%
SWM
2054
Shelton Wealth Management
Texas
$338K +$121 +4 +0%
IA
2055
IFG Advisors
Missouri
$338K +$16.2K +538 +5%
IBOK
2056
Independence Bank of Kentucky
Kentucky
$337K – – –
JC
2057
Jacobs & Co
California
$337K – – –
CCM
2058
Carlson Capital Management
Minnesota
$336K -$14.9K -495 -4%
TWM
2059
Triton Wealth Management
Arizona
$336K +$32 +1 +0%
FA
2060
Financial Advisors
Massachusetts
$336K +$626 +21 +0.2%
ML
2061
McAdam LLC
Pennsylvania
$335K +$15.3K +506 +5%
FBT
2062
First Bank & Trust
South Dakota
$335K +$23.2K +767 +7%
CI
2063
CX Institutional
Indiana
$334K -$16.7K -554 -5%
KFS
2064
Kaizen Financial Strategies
California
$332K -$12.2K -403 -4%
MIC
2065
Maxi Investments CY
Cyprus
$332K – – –
SB
2066
Strategic Blueprint
Georgia
$331K +$18.2K +603 +6%
RTS
2067
Round Table Services
New Jersey
$331K +$60.3K +2,000 +22%
ACM
2068
Alethea Capital Management
Washington
$329K -$9.45K -313 -3%
SAM
2069
Smithbridge Asset Management
Pennsylvania
$328K -$10.7K -354 -3%
CRWM
2070
Castle Rock Wealth Management
California
$327K +$537 +18 +0.2%
CM
2071
Cornerstone Management
Georgia
$326K – – –
TA
2072
Townsend & Associates
Colorado
$326K +$326K +8,778 New
FC
2073
Financial Council
Maryland
$326K +$326K +10,791 New
SIC
2074
Sigma Investment Counselors
Michigan
$325K – – –
HWM
2075
Horizon Wealth Management
Illinois
$324K -$14.9K -492 -4%
81 82
83
84 85