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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 %
IWM
1151
IHT Wealth Management
Illinois
$1.96M +$239K +7,211 +14%
JWM
1152
Jeppson Wealth Management
California
$1.96M +$22.5K +679 +1%
MFA
1153
Mayflower Financial Advisors
Massachusetts
$1.95M +$25.2K +4,009 +1%
APG
1154
Abacus Planning Group
South Carolina
$1.95M +$646K +19,507 +49%
CFM
1155
Capricorn Fund Managers
United Kingdom
$1.95M -$1.15M -34,850 -37%
LWM
1156
LJI Wealth Management
Indiana
$1.95M +$1.95M +58,895 New
IGWM
1157
ICA Group Wealth Management
Colorado
$1.95M -$744K -22,459 -28%
LWM
1158
Lodestone Wealth Management
Washington
$1.94M +$1.94M +58,687 New
SSB
1159
Sandy Spring Bank
Maryland
$1.94M +$18.4K +556 +1%
BFG
1160
Beacon Financial Group
Texas
$1.94M -$75.7K -2,274 -4%
ZB
1161
Zions Bancorporation
Utah
$1.93M -$556K -16,773 -22%
TNB
1162
Thomasville National Bank
Georgia
$1.93M +$26.4K +797 +1%
KIG
1163
Kennedy Investment Group
New Jersey
$1.93M +$1.93M +58,360 New
MWM
1164
Modera Wealth Management
New Jersey
$1.93M +$389K +11,756 +25%
WSTAM
1165
Wilbanks Smith & Thomas Asset Management
Virginia
$1.93M +$297K +8,953 +18%
RPCONE
1166
Retirement Planning Company of New England
Rhode Island
$1.92M -$33.9K -1,025 -2%
SCM
1167
Shelton Capital Management
Colorado
$1.92M -$7.06M -213,065 -79%
SCA
1168
Stonebridge Capital Advisors
Minnesota
$1.92M +$136K +4,113 +8%
BIM
1169
Baldwin Investment Management
Pennsylvania
$1.91M -$272K -8,205 -12%
PCM
1170
Poehling Capital Management
Wisconsin
$1.91M -$21.5K -650 -1%
LSAG
1171
Lake Street Advisors Group
New Hampshire
$1.91M +$35.2K +1,062 +2%
SIAG
1172
Safeguard Investment Advisory Group
California
$1.9M +$20.4K +615 +1%
IIA
1173
IPG Investment Advisors
California
$1.9M -$994K -30,000 -34%
HC
1174
Hourglass Capital
Texas
$1.9M +$1.65M +49,790 +664%
JFG
1175
Jefferies Financial Group
New York
$1.89M +$1.89M +57,185 New