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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 %
JCM
2151
Jacobsen Capital Management
Utah
$305K +$305K +10,663 New
WWP
2152
WR Wealth Planners
Missouri
$305K +$305K +10,647 +118,300%
CCM
2153
Carlson Capital Management
Minnesota
$303K -$6.86K -240 -2%
ACM
2154
Alethea Capital Management
Washington
$303K +$200 +7 +0.1%
KFP
2155
KB Financial Partners
New Jersey
$303K +$6.92K +242 +2%
GEA
2156
Glen Eagle Advisors
New Jersey
$302K -$1.66K -58 -0.5%
SCM
2157
Spreng Capital Management
Ohio
$301K – – –
TA
2158
Trellis Advisors
Washington
$301K +$2.35K +82 +0.8%
EWM
2159
Evermay Wealth Management
Virginia
$300K -$36.2K -1,265 -11%
SFS
2160
Summit Financial Strategies
Ohio
$300K +$315 +11 +0.1%
CCA
2161
Childress Capital Advisors
Texas
$300K -$482K -16,856 -62%
PFA
2162
Pathway Financial Advisors
Vermont
$300K +$2.35K +82 +0.8%
CA
2163
CGN Advisors
Kansas
$299K +$55.4K +1,938 +23%
SPWM
2164
Schrum Private Wealth Management
Florida
$299K +$400 +14 +0.1%
KWMG
2165
King Wealth Management Group
Florida
$299K +$85.7K +3,000 +40%
MIM
2166
Moseley Investment Management
Florida
$299K +$200 +7 +0.1%
G
2167
GenTrust
Florida
$298K +$101K +3,540 +51%
CQS
2168
Credential Qtrade Securities
$298K -$583K -20,395 -66%
GCS
2169
Gordian Capital (Singapore)
Singapore
$297K -$141K -4,919 -32%
SAM
2170
Smithbridge Asset Management
Pennsylvania
$297K – – –
SFO
2171
Stokes Family Office
Louisiana
$297K -$141K -4,942 -32%
ML
2172
McAdam LLC
Pennsylvania
$296K +$14.4K +504 +5%
BSB
2173
Bangor Savings Bank
Maine
$296K +$5.98K +209 +2%
NB
2174
Nicolet Bankshares
Wisconsin
$295K -$6.81K -238 -2%
RWP
2175
Revolve Wealth Partners
New Jersey
$294K -$49.9K -1,744 -14%
85 86
87
88 89