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Bank of America
BAC

Overview Fund Activity

2,627 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,068 increasing their positions, 1,120 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,627
Holders Change
-12
Holders Change %
-0.45%
% of All Funds
41.43%
Holding in Top 10
86
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.27%
% of All Funds
1.36%
New
146
Increased
1,068
Reduced
1,120
Closed
136
Calls
$3.91B
Puts
$5.52B
Net Calls
-$1.61B
Net Calls Change
-$1.89M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$389M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$315M
3
BlackRock
BlackRock
New York
+$300M
4
Morgan Stanley
Morgan Stanley
New York
+$259M
5
Goldman Sachs
Goldman Sachs
New York
+$241M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$837M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$390M
4
Ameriprise
Ameriprise
Minnesota
-$348M
5
Boston Partners
Boston Partners
Massachusetts
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
2151
Hamilton Capital
Ohio
$297K -$118K -4,123 -28%
GCS
2152
Gordian Capital (Singapore)
Singapore
$297K – – –
TA
2153
Trellis Advisors
Washington
$297K -$4.33K -151 -1%
AMCA
2154
Arthur M. Cohen & Associates
Illinois
$297K +$2.24K +77 +0.8%
ML
2155
McAdam LLC
Pennsylvania
$296K -$316 -11 -0.1%
BWM
2156
BlackDiamond Wealth Management
New York
$296K +$1.77K +55 +0.6%
CRWM
2157
Castle Rock Wealth Management
California
$296K -$92.1K -3,173 -24%
SAF
2158
Smith Anglin Financial
Texas
$295K +$16.2K +563 +6%
MCM
2159
Morton Capital Management
California
$295K – – –
FSA
2160
Franklin Street Advisors
North Carolina
$295K -$10.3K -360 -3%
TCWA
2161
Ten Capital Wealth Advisors
Washington
$295K +$263K +9,163 +817%
CQS
2162
Credential Qtrade Securities
$295K -$4.02K -140 -1%
MWP
2163
Madison Wealth Partners
Wisconsin
$295K -$230 -8 -0.1%
JWM
2164
JGP Wealth Management
Oregon
$294K +$3.07K +107 +1%
GC
2165
Garde Capital
Washington
$293K -$205K -7,143 -41%
CH
2166
Canton Hathaway
Rhode Island
$293K +$28.7K +1,000 +11%
JFGIW
2167
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$293K +$22.8K +794 +8%
SBF
2168
Sara-Bay Financial
Florida
$293K +$29 +1 +0%
KFSC
2169
Keystone Financial Services (Colorado)
Colorado
$291K +$947 +33 +0.3%
SPWM
2170
Schrum Private Wealth Management
Florida
$291K -$9.53K -332 -3%
TNAM
2171
Terra Nova Asset Management
New York
$290K -$127K -4,414 -30%
VC
2172
Vicus Capital
Pennsylvania
$290K +$1.09K +38 +0.4%
TA
2173
Townsend & Associates
Colorado
$290K -$17.5K -544 -6%
ACM
2174
Allred Capital Management
Texas
$289K +$5.54K +193 +2%
AWMG
2175
Alliance Wealth Management Group
New Jersey
$288K +$3.21K +112 +1%
85 86
87
88 89