Bofa Finance LLC

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Calamos Advisors LLC

DECREASED

Shares40,760,000 from 40,904,000

Change-144,000 (0%)

Value$57.7M (+$6.2M)

Filed 2026-11-02

Bank of Montreal

INCREASED

Shares39,842,000 from 26,000,000

Change+13,842,000 (+53%)

Value$56.0M (+$23.2M)

Filed 2026-11-09

Income Research & Management

DECREASED

Shares6,843,000 from 8,503,000

Change-1,660,000 (-20%)

Value$9.6M (-$1.1M)

Filed 2026-10-21

Advent Capital Management

DECREASED

Shares4,500,000 from 6,800,000

Change-2,300,000 (-34%)

Value$6.3M (-$2.2M)

Filed 2026-11-09

AGF Management LTD

UNCHANGED

Shares1,675,000 from 1,675,000

Change0 (0%)

Value$2.3M (+$254.4K)

Filed 2026-11-03

Citigroup Inc

DECREASED

Shares520,000 from 7,650,000

Change-7,130,000 (-93%)

Value$729.0K (-$8.9M)

Filed 2026-11-04

Calamos Wealth Management LLC

DECREASED

Shares140,000 from 217,000

Change-77,000 (-35%)

Value$198.2K (-$75.1K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

NEW

Shares119,000

Change+119,000

Value$16.7M

Filed 2026-11-06

Commonwealth Equity Services, LLC

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$19.6K (+$2.0K)

Filed 2026-11-02

M&G Plc

CLOSED

Shares0 from 12,620,000

Change-12,620,000 (-100%)

Value$0 (-$15.8M)

Filed 2026-11-04

Axxion S.A.

CLOSED

Shares0 from 500,000

Change-500,000 (-100%)

Value$0 (-$709.6K)

Filed 2026-10-22

LPL Financial LLC

CLOSED

Shares0 from 42,000

Change-42,000 (-100%)

Value$0 (-$52.8K)

Filed 2026-11-06

Hudson Bay Capital Management LP

N/A

Shares— from 130,308,000

Change-130,308,000 (-100%)

Value—

TPG GP A, LLC

N/A

Shares— from 56,633,000

Change-56,633,000 (-100%)

Value—

Highbridge Capital Management LLC

N/A

Shares— from 55,735,000

Change-55,735,000 (-100%)

Value—

DLD Asset Management, LP

N/A

Shares— from 35,500,000

Change-35,500,000 (-100%)

Value—

Zazove Associates LLC

N/A

Shares— from 31,982,000

Change-31,982,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 21,822,000

Change-21,822,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 20,000,000

Change-20,000,000 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 9,500,000

Change-9,500,000 (-100%)

Value—

Shenkman Capital Management Inc

N/A

Shares— from 8,646,000

Change-8,646,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 8,230,000

Change-8,230,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 7,400,000

Change-7,400,000 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 4,075,000

Change-4,075,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 3,805,000

Change-3,805,000 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 2,112,000

Change-2,112,000 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 1,262,000

Change-1,262,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 800,000

Change-800,000 (-100%)

Value—

Laffer Tengler Investments, Inc.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

	Status
Calamos Advisors LLC	DECREASED	40,760,000	40,904,000	-144,000	0%	$51.5M	$57.7M	+$6.2M	2026-11-02
Bank of Montreal	INCREASED	39,842,000	26,000,000	+13,842,000	+53%	$32.8M	$56.0M	+$23.2M	2026-11-09
Income Research & Management	DECREASED	6,843,000	8,503,000	-1,660,000	-20%	$10.7M	$9.6M	-$1.1M	2026-10-21
Advent Capital Management	DECREASED	4,500,000	6,800,000	-2,300,000	-34%	$8.6M	$6.3M	-$2.2M	2026-11-09
AGF Management LTD	UNCHANGED	1,675,000	1,675,000	0	0%	$2.1M	$2.3M	+$254.4K	2026-11-03
Citigroup Inc	DECREASED	520,000	7,650,000	-7,130,000	-93%	$9.6M	$729.0K	-$8.9M	2026-11-04
Calamos Wealth Management LLC	DECREASED	140,000	217,000	-77,000	-35%	$273.3K	$198.2K	-$75.1K	2026-11-02
PNC Financial Services Group, Inc.	NEW	119,000	—	+119,000	—	—	$16.7M	—	2026-11-06
Commonwealth Equity Services, LLC	UNCHANGED	14,000	14,000	0	0%	$17.6K	$19.6K	+$2.0K	2026-11-02
M&G Plc	CLOSED	0	12,620,000	-12,620,000	-100%	$15.8M	$0	-$15.8M	2026-11-04
Axxion S.A.	CLOSED	0	500,000	-500,000	-100%	$709.6K	$0	-$709.6K	2026-10-22
LPL Financial LLC	CLOSED	0	42,000	-42,000	-100%	$52.8K	$0	-$52.8K	2026-11-06
Hudson Bay Capital Management LP	N/A	—	130,308,000	-130,308,000	-100%	$164.3M	—	—	—
TPG GP A, LLC	N/A	—	56,633,000	-56,633,000	-100%	$71.2M	—	—	—
Highbridge Capital Management LLC	N/A	—	55,735,000	-55,735,000	-100%	$70.5M	—	—	—
DLD Asset Management, LP	N/A	—	35,500,000	-35,500,000	-100%	$44.7M	—	—	—
Zazove Associates LLC	N/A	—	31,982,000	-31,982,000	-100%	$40.3M	—	—	—
JPMorgan Chase & Co	N/A	—	21,822,000	-21,822,000	-100%	$27.6M	—	—	—
Millennium Management LLC	N/A	—	20,000,000	-20,000,000	-100%	$25.2M	—	—	—
Two Sigma Investments, LP	N/A	—	9,500,000	-9,500,000	-100%	$11.9M	—	—	—
Shenkman Capital Management Inc	N/A	—	8,646,000	-8,646,000	-100%	$11.0M	—	—	—
Bank of America Corp	N/A	—	8,230,000	-8,230,000	-100%	$10.3M	—	—	—
State Street Corp	N/A	—	7,400,000	-7,400,000	-100%	$9.3M	—	—	—
Nomura Asset Management Co LTD	N/A	—	5,000,000	-5,000,000	-100%	$6.3M	—	—	—
SSI Investment Management LLC	N/A	—	4,075,000	-4,075,000	-100%	$5.1M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$5.0M	—	—	—
Point72 Asset Management, L.P.	N/A	—	3,805,000	-3,805,000	-100%	$4.8M	—	—	—
Nomura Asset Management International Inc.	N/A	—	2,112,000	-2,112,000	-100%	$2.7M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	1,262,000	-1,262,000	-100%	$1.6K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	800,000	-800,000	-100%	$1.0M	—	—	—
Laffer Tengler Investments, Inc.	N/A	—	1,500	-1,500	-100%	$1.9M	—	—	—

Showing 31 of 31 institutions