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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 %
WPC
1276
Wedmont Private Capital
Pennsylvania
$1.31M +$199K +6,848 +18%
CHC
1277
City Holding Co
West Virginia
$1.31M -$2.7K -94 -0.2%
DAM
1278
Deltec Asset Management
New York
$1.31M -$918K -32,000 -41%
BFA
1279
Bragg Financial Advisors
North Carolina
$1.3M +$150K +5,218 +13%
CHJWM
1280
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.3M +$4.73K +151 +0.4%
AWA
1281
Arkadios Wealth Advisors
Georgia
$1.3M +$121K +4,231 +10%
OC
1282
Oarsman Capital
Wisconsin
$1.3M -$31.6K -1,101 -2%
WCA
1283
Westover Capital Advisors
Delaware
$1.29M -$137K -4,761 -10%
CFS
1284
CRA Financial Services
New Jersey
$1.29M +$125K +4,346 +11%
RFM
1285
Royal Fund Management
Florida
$1.28M +$211K +7,342 +20%
HA
1286
Herold Advisors
New York
$1.28M -$8.61K -300 -0.7%
LWM
1287
Laidlaw Wealth Management
New York
$1.28M +$118K +4,107 +10%
RFA
1288
Register Financial Advisors
Georgia
$1.28M +$25.2K +877 +2%
FWP
1289
Falcon Wealth Planning
California
$1.27M +$24.4K +850 +2%
AHC
1290
Adell Harriman & Carpenter
Texas
$1.27M +$56.8K +1,946 +5%
QIM
1291
Quantitative Investment Management
Virginia
$1.27M +$1.27M +44,362 New
SFG
1292
Sovereign Financial Group
Connecticut
$1.27M +$25.4K +886 +2%
MFG
1293
Magnus Financial Group
New York
$1.27M +$6.86K +239 +0.5%
EWA
1294
EverSource Wealth Advisors
Alabama
$1.27M +$589K +20,517 +87%
ORAM
1295
One River Asset Management
Connecticut
$1.27M -$5.34M -186,302 -81%
FSCM
1296
Front Street Capital Management
Montana
$1.27M -$2.45M -85,434 -66%
WPC
1297
White Pine Capital
Minnesota
$1.26M -$16.6K -580 -1%
SIP
1298
Stoneridge Investment Partners
Pennsylvania
$1.26M +$146K +5,084 +13%
SIA
1299
Schear Investment Advisers
Ohio
$1.26M +$162K +5,647 +15%
CIA
1300
Choate Investment Advisors
Massachusetts
$1.25M -$32.7K -1,141 -3%