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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 %
KJWM
1376
Kiley Juergens Wealth Management
Washington
$1.09M +$3.84K +134 +0.4%
MRCM
1377
M&R Capital Management
New Jersey
$1.09M +$5.54K +193 +0.5%
CWP
1378
Curated Wealth Partners
California
$1.08M -$24.3K -846 -2%
DWM
1379
Dorchester Wealth Management
Quebec, Canada
$1.08M +$120K +4,200 +13%
FNBTCON
1380
First National Bank & Trust Co of Newtown
Pennsylvania
$1.08M -$19.9K -694 -2%
QPWM
1381
Quadrant Private Wealth Management
Pennsylvania
$1.08M -$8.52K -297 -0.8%
BFO
1382
Biltmore Family Office
North Carolina
$1.08M -$39.2K -1,366 -4%
BI
1383
Ballast Inc
Kentucky
$1.08M +$90.9K +3,168 +9%
RCAG
1384
Rehmann Capital Advisory Group
Michigan
$1.08M +$7.06K +246 +0.7%
AAG
1385
Armstrong Advisory Group
Massachusetts
$1.08M +$38.9K +1,357 +4%
PP
1386
Pegasus Partners
Wisconsin
$1.07M
SWA
1387
Sutton Wealth Advisors
Florida
$1.07M -$117K -4,084 -10%
OAJ
1388
Ogorek Anthony Joseph
New York
$1.07M -$653K -22,774 -38%
BC
1389
Burney Company
Virginia
$1.07M -$14.7K -512 -1%
DWP
1390
Daymark Wealth Partners
Ohio
$1.07M +$267K +9,300 +33%
NP
1391
NorthRock Partners
Minnesota
$1.07M -$373 -13 -0%
CWM
1392
Connecticut Wealth Management
Connecticut
$1.06M +$127K +4,431 +14%
IIA
1393
IPG Investment Advisors
California
$1.06M -$783K -27,300 -42%
PGWM
1394
Parisi Gray Wealth Management
New Jersey
$1.06M
NHC
1395
Nicholas Hoffman & Company
Georgia
$1.06M -$18.3K -638 -2%
CAS
1396
Coppell Advisory Solutions
Texas
$1.06M +$143K +5,003 +16%
MCM
1397
Mill Capital Management
North Carolina
$1.05M -$11.5K -400 -1%
TIMH
1398
Tilt Investment Management Holdings
New York
$1.05M
CHAM
1399
Clear Harbor Asset Management
Connecticut
$1.04M -$54.7K -1,906 -5%
CAMG
1400
CWA Asset Management Group
Florida
$1.04M +$11.2K +390 +1%