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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 %
ST
2626
Sageworth Trust
Pennsylvania
$32K
NC
2627
NewSquare Capital
Pennsylvania
$31.5K -$18.5K -558 -37%
GFL
2628
Granite FO LLC
New Hampshire
$29.2K +$29.2K +772 New
RG
2629
Richelieu Gestion
France
$29K
LWA
2630
Lowe Wealth Advisors
Maryland
$28.8K
MG
2631
MilWealth Group
Wisconsin
$28.5K
MFA
2632
McClarren Financial Advisors
Pennsylvania
$27K +$497 +15 +2%
DCM
2633
Disciplina Capital Management
Tennessee
$26.9K
MDCM
2634
Morgan Dempsey Capital Management
Wisconsin
$26.5K
IFAM
2635
Institutional & Family Asset Management
Colorado
$26.4K -$18.1K -546 -41%
TLA
2636
Tanglewood Legacy Advisors
Texas
$25.7K +$25.7K +775 New
LFA
2637
Legend Financial Advisors
Pennsylvania
$25K +$24.7K +745 +6,773%
CPA
2638
Cowen Prime Advisors
New York
$25K
LS
2639
Leelyn Smith
Illinois
$24K +$19.6K +592 +445%
PP
2640
PrairieView Partners
Minnesota
$24K
VF
2641
VitalStone Financial
Texas
$24K +$24K +700 New
BA
2642
Bellwether Advisors
Nebraska
$23.8K
WA
2643
Win Advisors
Florida
$23.3K +$23.3K +702 New
CSWM
2644
Cassady Schiller Wealth Management
Ohio
$23.2K +$23.2K +700 New
CCC
2645
Chelsea Counsel Company
California
$23.2K +$23.2K +700 New
HCM
2646
Horrell Capital Management
Arkansas
$23K
FFL
2647
Financial Freedom LLC
Ohio
$22.6K +$22.6K +683 New
BSWA
2648
Bromfield Sneider Wealth Advisors
Massachusetts
$20.7K
PCTC
2649
Perkins Coie Trust Company
Washington
$20.7K
MS
2650
Madden Securities
Texas
$20.3K +$20.3K +612 New