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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 %
JWCA
2301
J.W. Coons Advisors
Ohio
$241K – – –
GWM
2302
GSB Wealth Management
Connecticut
$240K +$240K +8,407 New
HFS
2303
Heritage Financial Services
Massachusetts
$240K +$22.6K +790 +10%
UBV
2304
United Bank (Virginia)
Virginia
$240K +$9.15K +320 +4%
BAM
2305
Bellevue Asset Management
Washington
$239K +$57 +2 +0%
SWM
2306
Segment Wealth Management
Texas
$239K – – –
DCM
2307
Dimension Capital Management
Florida
$238K -$880K -30,758 -79%
WF
2308
WoodTrust Financial
Wisconsin
$238K – – –
SXL
2309
Summit X LLC
Missouri
$238K +$238K +8,290 New
TBWA
2310
Three Bridge Wealth Advisors
California
$237K +$237K +8,300 New
PCM
2311
Pennsylvania Capital Management
Pennsylvania
$237K – – –
SI
2312
Saxon Interests
Texas
$237K +$53.9K +1,886 +29%
GSC
2313
Grey Street Capital
Illinois
$237K +$237K +8,275 New
D
2314
Diversified
Delaware
$237K +$41.3K +1,443 +21%
CIG
2315
Cascade Investment Group
Colorado
$236K – – –
BCMLT
2316
Beacon Capital Management LLC (Tennessee)
Tennessee
$236K -$27.6K -965 -10%
DWM
2317
Destination Wealth Management
California
$235K -$33K -1,154 -12%
BWG
2318
Beta Wealth Group
California
$235K +$28.6K +1,000 +14%
RWA
2319
Redhawk Wealth Advisors
Minnesota
$234K +$6.58K +230 +3%
FNBOSM
2320
First National Bank of South Miami
Florida
$234K -$89.6K -3,134 -28%
BRG
2321
Bay Rivers Group
Virginia
$234K – – –
FWM
2322
Forza Wealth Management
Florida
$234K +$234K +8,168 New
WMA
2323
West Michigan Advisors
Michigan
$234K -$543 -19 -0.2%
CBT
2324
CoreFirst Bank & Trust
Kansas
$233K – – –
NWA
2325
Navis Wealth Advisors
New York
$232K +$22.9K +800 +11%
91 92
93
94 95