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Bank of America

2,704 hedge funds and large institutions have $188B invested in Bank of America in 2022 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,063 increasing their positions, 1,046 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,704
Holders Change
+117
Holders Change %
+4.52%
% of All Funds
43.63%
Holding in Top 10
126
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.78%
% of All Funds
2.03%
New
297
Increased
1,063
Reduced
1,046
Closed
133
Calls
$5.19B
Puts
$6.46B
Net Calls
-$1.27B
Net Calls Change
+$405M
Name Holding Trade Value Shares
Change
Shares
Change %
KIG
2601
Kessler Investment Group
Indiana
$43K -$11M -331,349 -100%
RBC
2602
Roble Belko & Company
Pennsylvania
$43K
HWMA
2603
Heritage Wealth Management (Arizona)
Arizona
$42.9K +$15.7K +474 +58%
BAM
2604
Byrne Asset Management
New Jersey
$41.7K +$927 +28 +2%
TLCM
2605
Twin Lakes Capital Management
California
$41.7K +$232 +7 +0.6%
PPWM
2606
PFG Private Wealth Management
Florida
$41K +$29.3K +894 +250%
BHWM
2607
Beaird Harris Wealth Management
Texas
$39.9K +$18.2K +550 +84%
VLKIM
2608
Van Lanschot Kempen Investment Management
Netherlands
$39.8K
EA
2609
Emerald Advisers
Pennsylvania
$39.7K +$39.7K +1,200 New
LOIP
2610
Live Oak Investment Partners
Texas
$39.3K
PO
2611
Private Ocean
California
$39.1K -$4.84K -146 -11%
MSCM
2612
McElhenny Sheffield Capital Management
Texas
$37.7K +$37.7K +1,139 New
TIM
2613
Tortoise Investment Management
New York
$37.5K -$3.31K -100 -8%
MS
2614
Marshall & Sullivan
Washington
$37.5K +$37.5K +1,133 New
MFG
2615
Mendota Financial Group
Wisconsin
$36.3K +$36.3K +1,095 New
WR
2616
WD Rutherford
Oregon
$36.1K
GFWA
2617
Grey Fox Wealth Advisors
Delaware
$35.1K +$35.1K +1,061 New
MWM
2618
Mascoma Wealth Management
New Hampshire
$35K -$8.08K -244 -19%
TCWA
2619
Ten Capital Wealth Advisors
Washington
$34.8K -$3.71K -112 -10%
LFA
2620
Level Financial Advisors
New York
$34K +$826 +25 +2%
RTL
2621
Red Tortoise LLC
Georgia
$33.7K +$33.7K +1,018 New
PCC
2622
Park Circle Company
Maryland
$33.1K
AWM
2623
Avondale Wealth Management
Texas
$33.1K
CWA
2624
Core Wealth Advisors
Florida
$32.8K +$33 +1 +0.1%
TC
2625
Truvestments Capital
Florida
$32.2K +$1.52K +46 +5%