13FBOX
BOFA FIN LLC · 13F Institutional Holdings
Options Calculator Rankings
B

BOFA FIN LLC

Institutions
30
Combined AUM (Q2 2026)
$645.0M
Combined Shares (Q2 2026)
511.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+33.2M
12 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-32.1M
10 · 2 Exit · ≈
⚖️ Net
+1.1M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$645.0M
Institutions
30
New Buys
4
Adds
8
Reduces
8
Exits
2
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Hudson Bay Capital Management LP
0.45%0.54%#7$164.3M130.3M$156.3M130.3M00.00%Unchanged
TPG GP A, LLC
1.42%1.84%#6$71.2M56.6M$67.7M56.6M00.00%Unchanged
HIGHBRIDGE CAPITAL MANAGEMENT LLC
1.71%1.58%#4$70.5M55.7M$48.9M41.2M+14.5M+35.16%Add
Calamos Advisors LLC
0.17%0.18%#10$51.5M40.9M$50.4M41.7M-834,000-2.00%Reduce
DLD Asset Management, LP
2.95%4.11%#3$44.7M35.5M$45.2M37.5M-2.0M-5.33%Reduce
ZAZOVE ASSOCIATES LLC
3.12%2.69%#2$40.3M32.0M$32.3M26.9M+5.0M+18.71%Add
BANK OF MONTREAL /CAN/
0.01%0.01%#14$32.8M26.0M$30.8M26.0M00.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#25$27.6M21.8M$30.5M25.7M-3.9M-15.15%Reduce
MILLENNIUM MANAGEMENT LLC
0.01%0.01%#17$25.2M20.0M$24.0M20.0M00.00%Unchanged
M&G Plc
0.08%0.08%#11$15.8M12.6M$15.0M12.6M00.00%Unchanged
TWO SIGMA INVESTMENTS, LP
0.01%0.02%#16$11.9M9.5M$22.7M19.0M-9.5M-50.00%Reduce
SHENKMAN CAPITAL MANAGEMENT INC
1.52%1.79%#5$11.0M8.6M$14.9M12.3M-3.7M-29.97%Reduce
INCOME RESEARCH & MANAGEMENT
5.79%6.95%#1$10.7M8.5M$11.7M9.8M-1.3M-13.26%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#26$10.3M8.2M$6.0M5.0M+3.2M+63.88%Add
CITIGROUP INC
<0.01%<0.01%#23$9.6M7.7M$2.0M1.6M+6.0M+366.18%Add
STATE STREET CORP
<0.01%<0.01%#27$9.3M7.4M$7.7M6.4M+1.0M+15.63%Add
ADVENT CAPITAL MANAGEMENT /DE/
0.19%0.18%#9$8.6M6.8M$8.2M6.8M00.00%Unchanged
NOMURA ASSET MANAGEMENT CO LTD
0.01%0.02%#13$6.3M5.0M$6.0M5.0M00.00%Unchanged
SSI INVESTMENT MANAGEMENT LLC
0.3%0.34%#8$5.1M4.1M$4.9M4.1M00.00%Unchanged
STATE OF WISCONSIN INVESTMENT BOARD
0.01%0.01%#15$5.0M4.0M$3.6M3.0M+1.0M+33.33%Add
Point72 Asset Management, L.P.
0.01%0.02%#20$4.8M3.8M$12.4M10.3M-6.5M-63.08%Reduce
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
<0.01%0.01%#22$2.7M2.1M$3.6M3.0M-916,000-30.25%Reduce
AGF MANAGEMENT LTD
0.01%0.01%#19$2.1M1.7M$1.2M1.1M+625,000+59.52%Add
LORD, ABBETT & CO. LLC
<0.01%#21$1.6M1.3M$00+1.3MNew Buy
Universal- Beteiligungs- und Servicegesellschaft mbH
<0.01%<0.01%#24$1.0M800,000$967,184800,00000.00%Unchanged
Axxion S.A.
0.05%#12$709,624500,000$00+500,000New Buy
Calamos Wealth Management LLC
0.01%0.01%#18$273,298217,000$255,859212,000+5,000+2.36%Add
LPL Financial LLC
<0.01%#30$52,75642,000$00+42,000New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#29$17,59014,000$00+14,000New Buy
LAFFER TENGLER INVESTMENTS, INC.
<0.01%<0.01%#28$1,8891,500$1,8031,50000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow