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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 %
CASB
1401
Cape Ann Savings Bank
Massachusetts
$1.04M +$86.1K +3,002 +9%
EDRIA
1402
Edmonds Duncan Registered Investment Advisors
Kansas
$1.04M
ECU
1403
Eisler Capital (US)
New York
$1.04M +$1.04M +36,203 New
PA
1404
PFG Advisors
Arizona
$1.04M +$137K +4,787 +15%
HWA
1405
Heritage Wealth Advisors
Virginia
$1.03M -$402 -14 -0%
BEC
1406
Blue Edge Capital
Virginia
$1.03M
PCM
1407
Princeton Capital Management
New Jersey
$1.03M -$4.3K -150 -0.4%
FOFP
1408
Fee-Only Financial Planning
South Carolina
$1.03M
NAS
1409
Nicolet Advisory Services
Wisconsin
$1.03M -$17.7K -627 -2%
CF
1410
Centaurus Financial
California
$1.03M -$1.48M -51,641 -59%
ECP
1411
Epacria Capital Partners
Colorado
$1.02M -$172K -6,000 -14%
UAML
1412
US Asset Management LLC
Pennsylvania
$1.02M -$44K -1,535 -4%
3IP
1413
3Chopt Investment Partners
Virginia
$1.02M -$684K -23,831 -40%
BFA
1414
Buttonwood Financial Advisors
Maryland
$1.02M -$1.12K -39 -0.1%
WMA
1415
Wealth Management Associates
New Jersey
$1.02M -$27.1K -945 -3%
SAM
1416
SignalPoint Asset Management
Missouri
$1.01M -$2.84K -99 -0.3%
WBC
1417
West Branch Capital
Massachusetts
$1.01M -$61.8K -2,154 -6%
CTA
1418
Colonial Trust Advisors
South Carolina
$1.01M -$391K -13,637 -28%
QCM
1419
Qsemble Capital Management
New York
$1.01M +$258K +9,000 +34%
OCM
1420
Orion Capital Management
California
$1.01M +$2.55K +89 +0.3%
TF
1421
TLWM Financial
Texas
$1M +$320K +11,151 +47%
GWM
1422
Geneos Wealth Management
Colorado
$1M +$20.5K +714 +2%
RBFC
1423
Roman Butler Fullerton & Co
Missouri
$999K -$207K -6,552 -17%
PPW
1424
Pasadena Private Wealth
California
$998K
CWM
1425
Circle Wealth Management
New Jersey
$993K -$140K -4,871 -12%