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Bank of America

2,627 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,068 increasing their positions, 1,120 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,627
Holders Change
-12
Holders Change %
-0.45%
% of All Funds
41.43%
Holding in Top 10
86
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.27%
% of All Funds
1.36%
New
146
Increased
1,068
Reduced
1,120
Closed
136
Calls
$3.91B
Puts
$5.52B
Net Calls
-$1.61B
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
2526
Oakmont Corp
California
$41.7K
HFM
2527
Harvest Fund Management
China
$41K
TWP
2528
TFO Wealth Partners
Ohio
$40.7K -$78.4K -2,732 -66%
CPG
2529
Cornerstone Planning Group
New Jersey
$40.5K +$40.5K +1,413 New
BIA
2530
Bell Investment Advisors
California
$38.7K -$12.8K -445 -25%
CP
2531
Castleview Partners
Texas
$36.8K +$8.61K +300 +30%
TLCM
2532
Twin Lakes Capital Management
California
$36.6K +$230 +8 +0.6%
HWP
2533
Highline Wealth Partners
California
$36.5K
RBC
2534
Roble Belko & Company
Pennsylvania
$36K
LF
2535
Lee Financial
Texas
$35.5K -$54.6K -1,903 -61%
LOIP
2536
Live Oak Investment Partners
Texas
$34.6K -$34.2K
VLKIM
2537
Van Lanschot Kempen Investment Management
Netherlands
$34.5K
PO
2538
Private Ocean
California
$33.9K
SIS
2539
Strategic Investment Solutions
Illinois
$33.3K
NC
2540
NewSquare Capital
Pennsylvania
$31.8K -$1.44K -50 -4%
MFG
2541
Mendota Financial Group
Wisconsin
$31.4K
IFAM
2542
Institutional & Family Asset Management
Colorado
$31.1K +$6.97K +243 +29%
GTAM
2543
Global Trust Asset Management
Florida
$29.7K +$9.32K +325 +46%
BBA
2544
Baader Bank Aktiengesellschaft
Germany
$29.3K +$29.3K +1,314 New
MWM
2545
Mascoma Wealth Management
New Hampshire
$29.1K -$1.69K -54 -5%
CWM
2546
Cranbrook Wealth Management
Michigan
$29K -$28.4K -990 -49%
FDCC
2547
Foster Dykema Cabot & Co
Massachusetts
$29K
LFA
2548
Level Financial Advisors
New York
$28.8K
PCC
2549
Park Circle Company
Maryland
$28.7K
CWA
2550
Core Wealth Advisors
Florida
$28.5K +$29 +1 +0.1%