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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 %
CIA
1276
Choate Investment Advisors
Massachusetts
$1.28M -$4.81K -168 -0.4%
BFC
1277
Blue Fin Capital
Rhode Island
$1.28M +$2.46K +91 +0.2%
OWA
1278
Octavia Wealth Advisors
Ohio
$1.28M +$126K +4,396 +11%
WPC
1279
White Pine Capital
Minnesota
$1.28M +$32.3K +1,130 +3%
PFBT
1280
Parkside Financial Bank & Trust
Missouri
$1.27M -$26.4K -922 -2%
FPAS
1281
Focus Partners Advisor Solutions
Missouri
$1.27M -$129K -4,518 -9%
RCM
1282
RB Capital Management
Nevada
$1.27M +$280K +9,797 +28%
TW
1283
TrinityPoint Wealth
Connecticut
$1.26M +$11.1K +388 +0.9%
BHBT
1284
Burke & Herbert Bank & Trust
Virginia
$1.26M
MFG
1285
Magnus Financial Group
New York
$1.26M +$94.9K +3,319 +8%
AO
1286
Advisor OS
Illinois
$1.25M +$143K +5,014 +13%
RFA
1287
Register Financial Advisors
Georgia
$1.25M +$429K +14,993 +52%
FWP
1288
Falcon Wealth Planning
California
$1.25M +$91.5K +3,200 +8%
CD
1289
Chapin Davis
Maryland
$1.24M +$52.5K +1,836 +4%
KCFA
1290
Key Client Fiduciary Advisors
New Jersey
$1.24M -$59.9K -2,096 -5%
CAM
1291
Columbia Asset Management
Michigan
$1.24M -$53.8K -1,881 -4%
GWANC
1292
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24M +$31.4K +1,099 +3%
GITFIT
1293
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.24M +$337K +11,800 +37%
SFG
1294
Sovereign Financial Group
Connecticut
$1.24M +$17.3K +604 +1%
MBTD
1295
Mechanics Bank - Trust Department
California
$1.24M +$34K +1,190 +3%
MFG
1296
MidWestOne Financial Group
Iowa
$1.24M +$568K +19,849 +85%
BWAM
1297
Boyd Watterson Asset Management
Ohio
$1.23M +$282K +9,855 +30%
TF
1298
Threadgill Financial
Texas
$1.22M +$585K +20,457 +92%
SAMT
1299
Select Asset Management & Trust
Pennsylvania
$1.22M +$987K +34,497 +418%
AAM
1300
Augustine Asset Management
Florida
$1.22M -$3.23K -113 -0.3%