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Bank of America

2,626 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, 1,067 increasing their positions, 1,120 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,626
Holders Change
-12
Holders Change %
-0.45%
% of All Funds
41.42%
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
1,067
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 %
IPW
2601
Impact Partnership Wealth
Georgia
$6.57K +$6.57K +229 New
FGAM
2602
Financial Gravity Asset Management
Texas
$6.53K +$3.66K +37 +128%
WIM
2603
WealthPlan Investment Management
Nebraska
$6.23K -$452K -15,737 -99%
CTWM
2604
Cherry Tree Wealth Management
Minnesota
$6.2K +$6.2K +216 New
HB
2605
Horizon Bancorp
Indiana
$6K
AWM
2606
Ameliora Wealth Management
Switzerland
$5.94K -$23K -800 -79%
FWA
2607
FSC Wealth Advisors
New York
$5.74K
CCMI
2608
Creative Capital Management Investments
California
$5.68K
PS
2609
PayPay Securities
Japan
$5.51K -$660 -23 -11%
MCM
2610
McMillion Capital Management
North Carolina
$5.45K +$5.45K +190 New
SC
2611
Steph & Co
Wisconsin
$4.85K
HWM
2612
HighMark Wealth Management
Minnesota
$4.82K +$1.03K +36 +27%
CWM
2613
Cedar Wealth Management
California
$4.45K
IA
2614
IFS Advisors
Kansas
$4.23K
CMA
2615
Cedar Mountain Advisors
Oregon
$3.93K
2L
2616
25 LLC
Missouri
$3.24K +$534 +18 +20%
DCBT
2617
Dakota Community Bank & Trust
North Dakota
$3.01K +$3.01K +105 New
NBT
2618
Northwest Bank & Trust
Iowa
$2.87K +$2.87K +100 New
PPWM
2619
PFG Private Wealth Management
Florida
$2.8K -$7.43K -260 -73%
GWM
2620
Guardian Wealth Management
Illinois
$2.73K
CCP
2621
Cunning Capital Partners
North Carolina
$2.65K -$2.65M -92,515 Closed
LG
2622
LAM Group
Oregon
$2.47K
CWA
2623
Carolina Wealth Advisors
South Carolina
$2.01K +$717 +25 +56%
UFF
2624
USA Financial Formulas
Michigan
$1.92K
IHWM
2625
Iron Horse Wealth Management
Iowa
$1.45K