BAC icon

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 %
MCM
2176
Morton Capital Management
California
$294K – – –
MWP
2177
Madison Wealth Partners
Wisconsin
$294K -$2.46K -86 -0.8%
SPP
2178
Single Point Partners
Massachusetts
$294K -$75K -2,624 -20%
TA
2179
TrueWealth Advisors
Alabama
$294K -$118K -4,122 -29%
LB
2180
Leo Brokerage
Texas
$293K +$293K +10,207 New
4WM
2181
44 Wealth Management
Oregon
$292K +$18.3K +640 +7%
SBF
2182
Sara-Bay Financial
Florida
$292K -$8.18K -286 -3%
TCB
2183
Texas Capital Bancshares
Texas
$290K +$5.38K +188 +2%
LCGC
2184
Legacy Capital Group California
California
$290K +$290K +10,152 New
JWM
2185
JGP Wealth Management
Oregon
$290K -$50.6K -1,769 -15%
QC
2186
QCM Cayman
Texas
$290K +$114K +3,971 +64%
KFSC
2187
Keystone Financial Services (Colorado)
Colorado
$290K +$290K +10,124 New
TWM
2188
Triton Wealth Management
Arizona
$289K -$4.03K -139 -1%
CW
2189
Channel Wealth
California
$288K +$288K +10,084 New
GFP
2190
Gryphon Financial Partners
Ohio
$288K -$44.9K -1,571 -13%
NQWM
2191
Northwest Quadrant Wealth Management
Oregon
$288K +$1.2K +42 +0.4%
VC
2192
Vicus Capital
Pennsylvania
$288K -$3.35K -117 -1%
AMCA
2193
Arthur M. Cohen & Associates
Illinois
$287K -$93.2K -3,279 -24%
WW
2194
Westshore Wealth
California
$287K +$10.4K +362 +4%
IP
2195
Investment Partners
Ohio
$287K +$372 +13 +0.1%
HWA
2196
Heartwood Wealth Advisors
Virginia
$287K +$91.4K +3,195 +47%
CFO
2197
Colony Family Offices
North Carolina
$286K – – –
MME
2198
Meag Munich Ergo
Germany
$286K +$286K +10,000 New
RWI
2199
Red Wave Investments
Pennsylvania
$286K -$8.9K -311 -3%
BAM
2200
Brave Asset Management
New Jersey
$286K – – –
86 87
88
89 90