BAC icon

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 %
HFS
2126
Heritage Financial Services
Massachusetts
$299K -$19.8K -655 -6%
BWFA
2127
Baltimore-Washington Financial Advisors
Maryland
$299K +$299K +5,229 New
KIA
2128
Kraematon Investment Advisors
Massachusetts
$298K -$10.1K -335 -3%
OPCM
2129
Osborne Partners Capital Management
California
$298K -$181 -6 -0.1%
MIM
2130
Moseley Investment Management
Florida
$298K +$15.1K +500 +5%
FWA
2131
FSM Wealth Advisors
Ohio
$298K +$70.6K +2,337 +31%
TCB
2132
Texas Capital Bancshares
Texas
$297K -$754 -25 -0.3%
PAIM
2133
Punch & Associates Investment Management
Minnesota
$297K – – –
JLBC
2134
J.L. Bainbridge & Co
Florida
$297K +$45.3K +1,500 +18%
BFG
2135
Berger Financial Group
Minnesota
$296K -$6.85K -227 -2%
VST
2136
Van Strum & Towne
California
$296K -$1.81K -60 -0.6%
SMH
2137
Sanders Morris Harris
Texas
$295K -$4.78K -158 -2%
BFPW
2138
BOK Financial Private Wealth
Colorado
$295K – – –
MIM
2139
Meixler Investment Management
Arizona
$294K – – –
TF
2140
TimeScale Financial
Massachusetts
$294K +$9.08K +301 +3%
EF
2141
Empowered Funds
Pennsylvania
$294K +$294K +9,728 New
KLI
2142
Kelman-Lazarov Inc
Tennessee
$293K +$80.1K +2,650 +38%
AIP
2143
Almanack Investment Partners
Pennsylvania
$292K -$270K -8,968 -48%
WW
2144
Westshore Wealth
California
$292K – – –
CWA
2145
Consilium Wealth Advisory
Texas
$291K -$48.3K -1,600 -14%
SCG
2146
Sonata Capital Group
Washington
$291K -$15.1K -500 -5%
NRI
2147
NFP Retirement Inc
California
$291K -$3.32K -110 -1%
GM
2148
GeoWealth Management
Illinois
$290K +$24.5K +812 +9%
OWP
2149
Obermeyer Wealth Partners
Colorado
$289K -$262K -8,686 -48%
KTC
2150
Kistler-Tiffany Companies
Pennsylvania
$289K -$846 -28 -0.3%
84 85
86
87 88