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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 %
VDBMI
701
Van Den Berg Management I
Texas
$4.93M +$161K +5,627 +3%
RAM
702
Roanoke Asset Management
New Jersey
$4.93M
WC
703
Woodstock Corp
Massachusetts
$4.93M -$298K -10,374 -6%
Fayez Sarofim & Co
704
Fayez Sarofim & Co
Texas
$4.9M -$832K -28,998 -15%
BFIC
705
Bedell Frazier Investment Counselling
California
$4.9M -$422K -14,705 -8%
1IA
706
1834 Investment Advisors
Wisconsin
$4.89M -$723K -25,195 -13%
RWA
707
River Wealth Advisors
Pennsylvania
$4.89M +$146K +5,090 +3%
WPP
708
Whalerock Point Partners
Rhode Island
$4.87M +$53.8K +1,875 +1%
WB
709
Webster Bank
Connecticut
$4.85M +$50.3K +1,753 +1%
JCM
710
Jacobi Capital Management
Pennsylvania
$4.79M +$129K +4,495 +3%
CA
711
Cetera Advisors
Colorado
$4.79M +$27.7K +965 +0.6%
CFM
712
Capricorn Fund Managers
United Kingdom
$4.78M +$1.66M +58,005 +53%
BAM
713
Boyar Asset Management
New York
$4.76M -$124K -4,328 -3%
BIG
714
Boothe Investment Group
Delaware
$4.76M +$149K +5,210 +3%
USAA
715
United Services Automobile Association
Texas
$4.76M +$39.8K +1,387 +0.8%
SSWM
716
Smith Salley Wealth Management
North Carolina
$4.76M +$2.64M +91,988 +124%
BFG
717
Bleakley Financial Group
New Jersey
$4.76M +$405K +14,113 +9%
CCM
718
Chilton Capital Management
Texas
$4.74M -$24K -837 -0.5%
FT
719
Fiduciary Trust
Massachusetts
$4.74M -$300K -10,456 -6%
UAM
720
Unison Asset Management
Florida
$4.73M +$150K +5,235 +3%
FAB
721
First American Bank
Illinois
$4.73M -$665K -23,169 -12%
SAM
722
Shell Asset Management
Netherlands
$4.71M -$1.2M -41,719 -20%
GT
723
Greenleaf Trust
Michigan
$4.68M -$365K -12,720 -7%
HPG
724
Harvest Portfolios Group
Ontario, Canada
$4.68M -$14.4M -501,351 -75%
OIA
725
OneDigital Investment Advisors
Kansas
$4.67M +$793K +27,626 +20%