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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 %
PBF
2351
Petix & Botte Financial
California
$225K +$225K +7,856 New
BWM
2352
BerganKDV Wealth Management
Minnesota
$224K -$27.3K -956 -11%
ACA
2353
Affinity Capital Advisors
California
$224K +$29 +1 +0%
NCM
2354
Nelson Capital Management
California
$223K – – –
DI
2355
DDFG Inc
California
$223K +$57 +2 +0%
KCM
2356
KRS Capital Management
Michigan
$222K +$3.43K +120 +2%
KFS
2357
Kaizen Financial Strategies
California
$222K -$96.5K -3,376 -30%
HCA
2358
Heck Capital Advisors
Wisconsin
$222K +$8.09K +283 +4%
WDL
2359
Well Done LLC
Michigan
$222K -$1.57K -55 -0.7%
LNWTC
2360
Laird Norton Wetherby Trust Company
Washington
$220K -$11.3K -396 -5%
PHAM
2361
Palisades Hudson Asset Management
Florida
$219K -$47.7K -1,670 -18%
WOSD
2362
WFA of San Diego
California
$219K -$49.7K -1,736 -18%
VC
2363
Veery Capital
Delaware
$218K +$45K +1,575 +26%
WCG
2364
Weaver Consulting Group
California
$218K – – –
MS
2365
Maven Securities
Jersey
$218K +$218K +7,624 New
GGS
2366
Galvin Gaustad & Stein
Arizona
$218K +$12.9K +450 +6%
AWM
2367
Aspire Wealth Management
Massachusetts
$218K +$32K +1,120 +17%
IAP
2368
Indie Asset Partners
Indiana
$218K – – –
WCM
2369
WealthBridge Capital Management
Ohio
$217K +$20K +700 +10%
CPA
2370
Cardiff Park Advisors
California
$217K +$217K +7,586 New
OHIS
2371
Oak Harvest Investment Services
Texas
$217K -$7.69K -269 -3%
PI
2372
Pettee Investors
Connecticut
$217K – – –
IFS
2373
Ifrah Financial Services
Arkansas
$216K – – –
TWM
2374
TriaGen Wealth Management
California
$216K – – –
BEAM
2375
Baker Ellis Asset Management
Washington
$215K -$126K -4,400 -37%
93 94
95
96 97