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Bank of America

2,639 hedge funds and large institutions have $159B invested in Bank of America in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,212 increasing their positions, 990 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,639
Holders Change
-65
Holders Change %
-2.4%
% of All Funds
42.24%
Holding in Top 10
88
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-30.16%
% of All Funds
1.41%
New
184
Increased
1,212
Reduced
990
Closed
198
Calls
$4.72B
Puts
$6.33B
Net Calls
-$1.61B
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Shares
Change %
JF
1251
Jump Financial
Illinois
$1.35M +$1.11M +38,650 +458%
GFPC
1252
Global Financial Private Client
Florida
$1.34M +$235K +8,233 +21%
SW
1253
SkyOak Wealth
Michigan
$1.34M -$397K -13,875 -23%
WIM
1254
Westside Investment Management
California
$1.33M +$68.3K +2,350 +5%
FWM
1255
Finer Wealth Management
Massachusetts
$1.33M +$221K +7,724 +20%
BMM
1256
Buffington Mohr McNeal
Idaho
$1.33M +$8.58K +300 +0.6%
SIA
1257
Strategic Investment Advisors
Michigan
$1.33M +$68.8K +2,407 +5%
LB
1258
Legacy Bridge
Iowa
$1.33M +$14.3K +500 +1%
EWA
1259
Etesian Wealth Advisors
Oregon
$1.33M +$11.4K +400 +0.9%
OC
1260
Oarsman Capital
Wisconsin
$1.33M +$19.2K +673 +1%
WWA
1261
WCG Wealth Advisors
Nevada
$1.33M +$1.33M +46,337 New
BHPW
1262
Beverly Hills Private Wealth
California
$1.32M +$522K +18,235 +65%
AG
1263
Ascent Group
Virginia
$1.32M -$164K -5,726 -11%
NW
1264
Naviter Wealth
Arkansas
$1.31M -$107K -3,741 -8%
AG
1265
Algert Global
California
$1.31M +$440K +15,379 +50%
SHA
1266
Seneca House Advisors
Virginia
$1.31M -$35.7K -1,248 -3%
VWA
1267
Visionary Wealth Advisors
Illinois
$1.31M -$121K -4,220 -8%
GHA
1268
Granite Harbor Advisors
Texas
$1.31M +$58.7K +2,051 +5%
CHC
1269
City Holding Co
West Virginia
$1.3M +$79K +2,763 +6%
EM
1270
Excalibur Management
Massachusetts
$1.3M +$35.4K +1,238 +3%
PFGIA
1271
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M +$374K +13,060 +41%
AB
1272
Atlas Brown
Kentucky
$1.29M +$205K +7,155 +19%
ECM
1273
ExodusPoint Capital Management
New York
$1.29M +$1.29M +45,037 New
HA
1274
Herold Advisors
New York
$1.29M +$180K +6,285 +16%
MWM
1275
Mission Wealth Management
California
$1.28M -$15.7K -550 -1%