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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 %
MTWM
2126
Masso Torrence Wealth Management
New Jersey
$319K -$12.4K -435 -4%
JC
2127
Jacobs & Co
California
$318K – – –
WAG
2128
Wallace Advisory Group
California
$318K +$7.98K +279 +3%
TFA
2129
Toth Financial Advisory
Virginia
$318K +$17.3K +605 +6%
SSW
2130
Stone Summit Wealth
Florida
$317K -$3.58K -125 -1%
FWA
2131
FSM Wealth Advisors
Ohio
$316K -$8.58K -300 -3%
WAM
2132
WFA Asset Management
Wisconsin
$315K +$30.5K +1,065 +11%
OWP
2133
Obermeyer Wealth Partners
Colorado
$315K -$16.1K -564 -5%
FBT
2134
First Bank & Trust
South Dakota
$315K -$10.2K -358 -3%
SJL
2135
Shayne & Jacobs LLC
Tennessee
$315K – – –
TWM
2136
Tanager Wealth Management
United Kingdom
$314K +$314K +10,994 New
CG
2137
CFO4Life Group
Texas
$314K +$61.8K +2,161 +25%
KIA
2138
Kraematon Investment Advisors
Massachusetts
$314K +$30.5K +1,068 +11%
TFA
2139
Triad Financial Advisors
North Carolina
$313K -$220K -7,686 -41%
CPSAC
2140
Chas P. Smith & Associates (CPS)
Florida
$311K +$12.5K +436 +4%
WP
2141
WMS Partners
Maryland
$309K -$3.15K -110 -1%
FC
2142
Financial Council
Maryland
$309K +$200 +7 +0.1%
CM
2143
Cornerstone Management
Georgia
$309K – – –
OFS
2144
Oldfather Financial Services
Nebraska
$308K +$308K +10,781 New
DU
2145
Delphia (USA)
Ontario, Canada
$308K +$308K +10,781 New
AAP
2146
Arax Advisory Partners
Colorado
$308K +$10.5K +366 +4%
DS
2147
DRW Securities
Illinois
$307K -$382K -13,347 -55%
RIG
2148
RiverFront Investment Group
Virginia
$306K +$306K +10,699 New
OHWP
2149
Oak Harbor Wealth Partners
North Carolina
$305K +$12.2K +425 +4%
FSA
2150
Franklin Street Advisors
North Carolina
$305K +$4.3K +150 +1%
84 85
86
87 88