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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 %
HR
2276
Hardy Reed
Mississippi
$251K +$28.6K +1,000 +13%
MAG
2277
Mayfair Advisory Group
Alabama
$251K +$148 +5 +0.1%
CWP
2278
CFM Wealth Partners
Texas
$251K -$32.6K -1,140 -12%
JF
2279
JSF Financial
California
$250K +$250K +8,749 New
EWM
2280
EPG Wealth Management
Georgia
$250K -$142K -4,977 -36%
VP
2281
Verum Partners
North Carolina
$250K +$13K +454 +5%
FA
2282
Financial Advisors
Massachusetts
$250K – – –
PCA
2283
Prosperity Capital Advisors
Ohio
$249K +$3.35K +117 +1%
LPAM
2284
Lodestar Private Asset Management
California
$249K +$4.12K +144 +2%
DWA
2285
Delap Wealth Advisory
Oregon
$248K -$54K -1,888 -18%
OPPS
2286
Obsidian Personal Planning Solutions
Maryland
$247K +$247K +8,641 New
CW
2287
CIC Wealth
Maryland
$246K +$60.6K +2,119 +33%
ATWA
2288
Arbor Trust Wealth Advisors
Michigan
$246K – – –
MWM
2289
MinichMacGregor Wealth Management
New York
$246K +$175K +6,113 +245%
CHA
2290
Cooper/Haims Advisors
New York
$245K +$1.17K +41 +0.5%
MAWA
2291
Moss Adams Wealth Advisors
Washington
$245K +$11.6K +404 +5%
OBWG
2292
Onyx Bridge Wealth Group
New York
$245K -$5.18K -181 -2%
BMCM
2293
Bryn Mawr Capital Management
Pennsylvania
$243K -$9.47K -331 -4%
PCM
2294
Palisade Capital Management
New Jersey
$243K +$243K +8,500 New
KA
2295
Klingman & Associates
New York
$243K -$12.1K -422 -5%
SIMG
2296
Sonora Investment Management Group
Arizona
$242K -$8.52K -298 -3%
CA
2297
Centerpoint Advisors
Massachusetts
$242K +$22.8K +797 +10%
FWM
2298
ForthRight Wealth Management
Georgia
$241K +$915 +32 +0.4%
DIP
2299
DT Investment Partners
Pennsylvania
$241K – – –
EWM
2300
Executive Wealth Management
Michigan
$241K -$744 -26 -0.3%
90 91
92
93 94