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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 %
CBA
1351
Coastal Bridge Advisors
Connecticut
$1.14M -$4.91K -171 -0.4%
GP
1352
Girard Partners
Pennsylvania
$1.14M -$339K -11,820 -23%
WI
1353
WrapManager Inc
California
$1.14M +$204K +7,101 +22%
MC
1354
Mathes Company
New York
$1.14M +$1.14M +39,700 New
PMA
1355
Prudent Man Advisors
Illinois
$1.14M -$13.7K -476 -1%
CBTWT
1356
Community Bank & Trust (Waco, Texas)
Texas
$1.14M -$11.9K -415 -1%
CL
1357
COWA LLC
Oklahoma
$1.13M +$13.4K +466 +1%
GFS
1358
GYL Financial Synergies
Connecticut
$1.13M +$105K +3,653 +10%
JHCP
1359
Jackson Hole Capital Partners
Oklahoma
$1.13M
MSS
1360
Mitchell Sinkler & Starr
Pennsylvania
$1.13M
MA
1361
MONECO Advisors
Connecticut
$1.12M +$3.07K +107 +0.3%
PH
1362
Pinnacle Holdings
Oklahoma
$1.12M
FTWA
1363
Fifth Third Wealth Advisors
Ohio
$1.12M +$454K +15,813 +68%
LWCFA
1364
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M -$26K -907 -2%
CW
1365
CreativeOne Wealth
Kansas
$1.11M +$97.7K +3,407 +10%
CCG
1366
Coastwise Capital Group
California
$1.11M +$75.6K +2,636 +7%
MFWP
1367
Mosaic Family Wealth Partners
Missouri
$1.1M -$172 -6 -0%
RWA
1368
Ropes Wealth Advisors
Massachusetts
$1.1M +$75.4K +2,629 +7%
SFFS
1369
Stonehage Fleming Financial Services
Jersey
$1.1M +$1.1M +38,407 New
TWI
1370
Thomas White International
Illinois
$1.1M -$22.4K -779 -2%
SHA
1371
Seneca House Advisors
Virginia
$1.09M -$221K -7,717 -17%
HCM
1372
Howard Capital Management
Georgia
$1.09M -$113K -3,935 -9%
IA
1373
IFG Advisory
Georgia
$1.09M +$19.5K +678 +2%
SC
1374
Schulhoff & Co
Ohio
$1.09M +$11.6K +404 +1%
TNA
1375
True North Advisors
Texas
$1.09M -$1.6M -55,896 -60%