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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 %
BSA
2376
Bull Street Advisors
Georgia
$214K – – –
CFO
2377
Collective Family Office
Pennsylvania
$214K -$7.04K -246 -3%
SL
2378
Sentry LLC
Tennessee
$213K +$213K +7,456 New
FCAG
2379
First Capital Advisors Group
New Jersey
$213K -$4.2K -147 -2%
WTFG
2380
Wells Trecaso Financial Group
Ohio
$213K +$200 +7 +0.1%
BA
2381
Ballast Advisors
Minnesota
$212K +$10.9K +380 +5%
RAM
2382
Readystate Asset Management
Illinois
$212K +$212K +7,418 New
BFIM
2383
Beese Fulmer Investment Management
Ohio
$212K -$33.3K -1,166 -14%
MAA
2384
Matrix Asset Advisors
New York
$212K +$212K +7,399 New
WFS
2385
Widmann Financial Services
Maryland
$212K +$8.47K +296 +4%
B
2386
Bridgeworth
Alabama
$211K -$14K -491 -6%
NSB
2387
Norway Savings Bank
Maine
$211K -$2.86K -100 -1%
SG
2388
Sharper & Granite
California
$210K -$2.46K -86 -1%
MFG
2389
Monte Financial Group
Connecticut
$209K – – –
NWM
2390
Northcape Wealth Management
New York
$209K +$209K +7,316 New
DBIA
2391
Dumont & Blake Investment Advisors
New Jersey
$209K -$3.53K -123 -2%
IIM
2392
Ironwood Investment Management
Massachusetts
$208K -$9.9K -346 -5%
IAG
2393
Investment Advisory Group
Massachusetts
$208K +$12.1K +424 +6%
BWL
2394
Bogart Wealth LLC
Virginia
$207K +$123K +4,313 +147%
TBC
2395
Ted Buchan & Co
California
$207K -$4.81K -168 -2%
RRWA
2396
Rainey & Randall Wealth Advisors
Florida
$207K +$25.9K +906 +14%
PS
2397
Planned Solutions
California
$207K – – –
IFO
2398
Independent Family Office
New York
$206K – – –
MPCG
2399
Matrix Private Capital Group
New York
$206K -$4.81K -168 -2%
EFG
2400
Ethos Financial Group
Pennsylvania
$206K -$43.8K -1,533 -18%
94 95
96
97 98