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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 %
BEI
2226
Benjamin Edwards Inc
Missouri
$277K +$44.3K +1,545 +19%
NEPPG
2227
New England Professional Planning Group
Rhode Island
$276K +$12.6K +444 +5%
CWA
2228
Consilium Wealth Advisory
Texas
$276K – – –
HAS
2229
HBW Advisory Services
California
$275K -$135K -4,705 -33%
PAG
2230
Paladin Advisory Group
Iowa
$275K +$275K +9,610 New
BST
2231
Bath Savings Trust
Maine
$275K -$9.32K -326 -3%
CAC
2232
Certified Advisory Corp
Florida
$274K +$9.21K +322 +3%
CTI
2233
Community Trust & Investment
Kentucky
$273K +$273K +9,530 New
HPCM
2234
Hunter Perkins Capital Management
Illinois
$272K +$272K +9,506 New
OPTFSNA
2235
Old Point Trust & Financial Services N A
Virginia
$271K +$60.8K +2,127 +29%
WAOTB
2236
Wealth Advisors of Tampa Bay
Florida
$271K – – –
LIG
2237
Lokken Investment Group
Delaware
$270K – – –
GFG
2238
Greystone Financial Group
Michigan
$270K +$270K +9,449 New
BAM
2239
Bosun Asset Management
Illinois
$270K – – –
CBFP
2240
Cedar Brook Financial Partners
Ohio
$270K -$57.9K -2,024 -18%
NWM
2241
Northwest Wealth Management
Iowa
$269K +$269K +9,418 New
JFGIW
2242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K +$48.7K +1,704 +22%
GSIAS
2243
Garden State Investment Advisory Services
New Jersey
$268K -$12.5K -438 -4%
NF
2244
Nvest Financial
New Hampshire
$267K +$1.34K +47 +0.5%
BWM
2245
BNC Wealth Management
Oregon
$266K -$1.27M -44,399 -83%
MPCL
2246
My Personal CFO LLC
Washington
$265K +$265K +9,262 +102,911%
GPA
2247
Guerra Pan Advisors
New Jersey
$264K – – –
UFA
2248
US Financial Advisors
Massachusetts
$264K – – –
TF
2249
Trek Financial
Arizona
$264K +$20.5K +717 +8%
BWM
2250
BlackDiamond Wealth Management
New York
$264K +$32.3K +1,119 +14%
88 89
90
91 92